RealNetworks (NASDAQ:RNWK) Message Board

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Technology Stocks : RealNetworks (NASDAQ:RNWK)

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To: B. A. Marlow who wrote (1603)	1/20/1999 1:12:00 AM
From: Mark[ox5]	Read Replies (1) of 5843

Well all I know is there will be a lot of consolidation this year... money losing companies (not speaking of RNWK but internet stocks in general) cannot continue to lose money indefinately. Today, ONSL basically changed much of their business model as they will try to sell "wholesale" now.... because they can't make money in auctions. So all these little tiny internet stocks that you hear about once a month when they shoot up 80%, and then fall back 70% are going to be aquired by the medium size fish, and most of the medium size fish will be aquired by the big fish. Second, I agree about the calls, but Im having that problem in any internet stock. I wanted to buy quite a few long duration calls but the premiums are so incredibly high it really doesnt make sense. So now Im just trading the shorter term calls, until we have a nice 30% correction in the sector (which should happen 2 or 3 times this year) Mark

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