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Technology Stocks : Broadcast.com (Acquired by Yahoo)
YHOO 52.580.0%Jun 26 5:00 PM EST
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To: Patricio Millas who wrote (195)7/17/1998 2:17:00 PM
From: Jon Tara  Read Replies (2) of 1260
 
Patricio, I don't think it's fair to compare BCST with RNWK directly - they are in different businesses. RNWK is a supplier of technology, while BCST is a user of that technology.

Nevertheless, I agree that it may be more prudent to invest in the supplier. Content sites have, for the most part, not yet proven that they will be profitable. This we know, though - all those content sites have to buy their technology from somebody. The content sites don't have to be profitable in order for the technology suppliers to profit, at least as long as this frenzy continues. Choosing the technology suppliers seems more of a sure thing than trying to figure out the content play du jour, though it is less exciting in the short term.

At the risk of being off topic :) I will menton (once) that my own Internet stock choice is SUNW - the supplier of much of the hardware technology that runs the net.
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