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

To: Wendisman who wrote (10240)	8/1/1999 2:41:00 PM
From: Rande Is	Respond to of 57584

Thanks much, Wes. . . .Here is what I think of AHWY. . . They do hold the patent on portable players for downloaded audio content. . .and from this. . they are bound to make some serious money as hundreds of thousands of players turn into tens of millions of players. I am not crazy about the prospects of their website as a contender among music sites. . . .right now, investors have not sorted out the REAL companies from the fluffy ones. MPPP got a great IPO. . investors lumped all music companies together and are treating them all the same. Good for those of us that understand the difference. No wonder insiders sold. . . they saw what was going on. . . my guess is that many will buy back before long. . . unless AHWY cut too generous a licensing deal with manufacturers that are currently building players. . . . we would need to scour the Edgars to get the answer to that question . . . but having it would give us a better picture into the true earning capabilities of AHWY in the future. So technically we don't have enough info to form a conclusion on AHWY prospects at this time. The key is in those licensing agreements. Rande Is