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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: Jon Tara who wrote (197)7/17/1998 2:26:00 PM
From: Rudy   of 1260
 
You guys summed it up good but missed a little point I like to add. RNWK as a technology supplier (not content) is also in trouble with MSFT's Netshow. I think BCST positioned itself so that it is open to the leading technology out there. Not necessarily RNWK's. We may see a shift in RNWK's business plan towards more content but like NSCP they will play catch up and in this business even 30 days make huge difference.

BCST is the leader in its field but very expensive now (as other leaders - YHOO, AOL, DELL, CSCO, MSFT).
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