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

To: mbeach who wrote (234)	7/21/1999 1:31:00 AM
From: diddlysquatz	Read Replies (1) \| Respond to of 1116

I think this company is very similar to Broadcast.com. Both companies own no technology but have tremendous eyeball traffic. I don't think it would take much for MP3.com to purchase one of the mp3 software companies and effectively control more of the delivery mechanism. Both LQID and MPPP have risks and potential. LQID because they are betting on their technology becoming accepted and MP3.com because of the low barrier to entry of competing sites. However you can't argue with a participant that has $350 million in its pocket.

To: mbeach who wrote (234)	7/21/1999 11:10:00 AM
From: SteveG	Read Replies (2) \| Respond to of 1116

<..MP3.COM will succeed or fail on their ability to create a portal that provides value to their intended audience..> agreed, but unlike well known portals like Yahoo or AMZN, these very niche guys have only been out in front of their firewall ~8-10 months (I believe, and I've been waiting to hear back from their IR person who has been onboard all of 2 days). It all goes to the outrageous internet valuations - early indication is an opening of >$60 (on ~66M shares outstanding - fully diluted) values this mp3 portal at ~$4B. Most people chasing this thing don't have a CLUE about mp3 (or MP3.com's place in the "field"). And this just after Jupiter reports that only $147M in online music sales (across ALL formats) will have transpired by 2003.