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Technology Stocks : RealNetworks (NASDAQ:RNWK) -- Ignore unavailable to you. Want to Upgrade?


To: Dealer who wrote (3906)7/19/1999 11:30:00 PM
From: soup  Read Replies (1) | Respond to of 5843
 
How Apple is Using Open Source Software (QuickTime Streaming
Server) to Defeat Microsoft Without Appearing to Do So.

By Robert X. Cringely

>Darwin is the most audacious act of Steve Jobs' audacious
career. No, it can't be used to make Mac clones, but it can be
used to make very Mac-friendly servers on virtually any hardware
platform. There has been some debate about whether Darwin can
be recompiled to run on Intel or Alpha or some other processor
family. It can be and will. Expect these servers to begin appearing
in months, going head-to-head with NT, Unix, and Linux.

While this may not sound especially audacious, it becomes more
clearly so when we consider the rest of Apple's open-source
offering -- the QuickTime Streaming Server and OpenPlay. Darwin
is Apple's means of taking control of home entertainment in the
21st century. QuickTime is the only server not licensed on a
per-stream basis, making it the cheapest streaming media
solution other than Java, and QuickTime is faster than Java. To
support real time streams, Darwin includes a real time kernel,
something not available in Windows NT, Linux, or anywhere else.
This is the highest-performance multimedia software the world
has ever seen, and it is FREE. <

pbs.org

>Take Apple at 5% and give Microsoft 10% and that will leave RNWK with 85%.....now you go figure What is 85% of the future of Streaming or at that point it could be 100% leaving everyone else in the dust.<

I don't accept that history is future but -- assuming you're correct -- what kind of dollar signs do you attach to that dominance?

Yahoo! has an analyst consensus of $.14 for FY2000 and a projected 43% 5 year annualized growth rate:

FY2001 = $.20
FY2002 = $.29
FY2003 = $.41
FY2004 = $.60
FY2005 = $.84

Which means RNWK closed today at 100 x FY2005 earnings. That sound about right to you?

biz.yahoo.com

>Please do not consider this reply hype.<

I don't.

>But we would not want soup to make any stupid moves. Now would we?<

I promise to be real careful out there.