Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : MPPP - MP3.com -- Ignore unavailable to you. Want to Upgrade?

To: SteveG who wrote (219)	7/19/1999 4:51:00 PM
From: Gordon Gekko	Respond to of 1116

Perception versus reality is the name of the game. You just need to know how to play it. GG

To: SteveG who wrote (219)	7/19/1999 5:43:00 PM
From: astyanax	Read Replies (1) \| Respond to of 1116

Where is Tom Taulli's comments on MP3.com? I keep seeing everyone quoting his arguments, but I can't locate an article on this stock by him. Is it at www.iionline.com? I can't find it without a search engine. thanx for any help. - netconductor.com

To: SteveG who wrote (219)	7/20/1999 6:09:00 PM
From: mbeach	Read Replies (2) \| Respond to of 1116

Steve, I don't disagree with the explicit points you have made. True, mp3.com does not own the MP3 technology or any other technology as far as I know. You are also correct in that anyone can create yet another web portal site dedicated to MP3 format music downloads, but there is value in being the first and the largest. What is less clear to me is the significance of these points. Actually, I doubt that MP3.COM is even constrained to the MP3 format although the irony of supporting others is not lost on me. This could be viewed as an advantage. As far as I know there is nothing preventing them from supporting other formats such as Liquid Audio should there be a market demand for these formats. A technology player such as Liquid Audio on the other hand has bet the farm on their technology gaining broad acceptance - where is betamax today!? The music download format battle is not over by any means. MP3.COM will succeed or fail on their ability to create a portal that provides value to their intended audience and continues to draw web users which will drive their advertising revenue. Granted this is a different business model than that of a technology provider, but it is a model which has enjoyed at least the short term favor of investors. The long term prospects for such ventures I agree is less clear.