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Technology Stocks : RealNetworks (NASDAQ:RNWK)

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To: B.D. who wrote (261)2/25/1998 3:04:00 PM
From: Roger Bass  Read Replies (1) of 5843
 
Don't really agree that increased bandwidth weakens arguments for streaming. Aside from the point that this creates clutter on hard disks that needs managing in some way (and may not fit well with non-PC web browsing models), the key point is that @Home (and probably in the future others, once they think about it) are being very careful to build the network technology for delivering these broadband services in a way that conserves bandwidth as much as possible, or avoids using it altogether, by keeping data close to users. They have a deal with RNWK, have also deployed multicast technology. Why are they doing this ? Because when you scale up consumer broadband services to millions of consumers, the backbone requirements are truly vast.

Roger
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