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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Kevin Shea who wrote (10237)8/1/1999 12:39:00 PM
From: Rande Is  Read Replies (3) | Respond to of 57584
 
LQID quiet period ends Monday. Here is reasonable article on digital music:
developer.com

However I believe that Liquid Audio has the clear lead in "acceptable" music delivery format. . . with 2 years running with same format. . .CD quality. . .and the necessary encoding. Only reason they didn't take off sooner, was that every music industry company involved wanted some proprietary piece of the "industry standard" pie. So they talked and argued and debated until so much time has passed that MP3 has taken a foothold, despite its poor sound quality and lack of copyright compliance encoding.

But the tides have turned, in my opinion. Liquid Audio and their forthcoming personal portable music players. . . .and Diamond's RioPort with the world's largest record company [Universal Music Group]. . and their SDMI compliant player. . . in my opinion, will be the two formats acceptable and widely available as we cross into the new millenium.

UMG is owned by Seagrams [VO]. . . Diamond is [DIMD]. . .Liquid [LQID]. . . I think that these will be the first dominant force.
Companies like EMUS, MPPP, HITS merely provide content. . .but primarily in freebie or non-supported [by record industry] formats. . . meaning you won't get Garth Brooks, Madonna or Red Hot Chile Peppers there any time soon.

However. . . .and this is a big however. . . .

I totally expect a strategic move by A.T. and T. to occur in the next 5 months. Through their subsidiary, Liberty Digital [TUNE]. . .I expect them to buy whichever company begins to appear as the clear leader in digital music delivery. . . . and I expect that to be LQID.

Yes, I know about A2b music. . .and I know Lucent and MSFT are working on re-hashed MP3 formats. . . that is old news. . . just because you are working on something that looks promising, does not mean it will ever come to pass. . . .not anymore.

So the prediction of the month for August. . . is that TUNE [A.T. and T./Liberty Digital] will buy LQID [Liquid Audio]. . . for some ghastly amount of money before the ball drops on Times Square.

Rande Is



To: Kevin Shea who wrote (10237)8/1/1999 3:57:00 PM
From: Kaliico  Read Replies (1) | Respond to of 57584
 
< Friday could be the wash, Monday could be the rinse. so be careful >

My gut says it aint the real thing(90% sure) but those runs provide some mighty nice trade ops in the next week. I expect em all to bust lower for sure at some point.

Agreed Kevin, I am quite cautious indeed of any stock that runs that hard that quickly... my real time feed and computer crashed REAL HARD Friday at about 11 am PST...i got back on without the RT, gave up on trading..had been watching TIBX INSW a few others like a hawk...oh well...my last post was to suggest

A. Lurking newbies BE CAREFUL !
B. If and when we see the rush back to IPO's , those I mentioned will be the first to go IMHO.

The stuff hanging around $10 seems to get action no matter what the co. story, maybe the psychological $10 stock thing..in this realm TCTY VOYN HOOV should lead the charge, i think BEOS has a fling left from $6, the downside aint much IMHO.

Building backup partitions today, on new G3, lightening fast rockin machine. One partition will be running virtual PC, so i can run Wintel stuff, thought i'd come over to the dark side and see what the evil empire is up to? : ).

Kaliico