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Technology Stocks : Apple Inc.
AAPL 271.84-0.4%Dec 31 3:59 PM EST
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To: Mark Palmberg who wrote (24225)4/20/1999 6:32:00 PM
From: Adam Nash  Read Replies (2) of 213177
 
Funny, just because I think Apple's business model will torque RNWK, that doesn't mean I think Apple has this market sewn up. In fact, Apple could easily falter in implementing this strategy:

1) Apple could fail to take advantage of the advantages of the business model, in which case RNWK will continue to dominate.

2) RNWK could spread enough FUD to prevent QT taking a hold at the large media sites.

3) A weird triangular problem could develop where sites feel compelled to carry RNWK, because it is the leader, and Microsoft Media, because they are Microsoft. 2's company, 3's a crowd.

4) RNWK could weaken, but Microsoft could dominate as opposed to Quicktime, since they will build their support into the OS.

- Adam
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