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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Percival 917 who wrote (7145)	9/27/1999 9:51:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

Is there information in the new FM about when gorillas collide? Interesting article from the WIND thread about INTC encroaching on CSCO and WInd being an object of desire as a takeover with their RTOS in embedded chips. I have positions in CSCO, WIND, INTC, SUNW and MFST ixix.com See previous articles on website for background info Voop

To: Percival 917 who wrote (7145)	9/28/1999 6:38:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

Question for RNWK fans: >>>Realnetworks is a standout in the Internet field because it actually has a clear line of sight to profitability. The company reported net revenues of $28 million for the second quarter of 1999, an increase of 86 percent from net revenues of $15 million in the second quarter of 1998. Net loss for the quarter was $270,000, or $0.004 per share, compared to a net loss of $2.6 million, or $0.04 per share, in the second quarter of 1998. <<< When the thread characterizes this animal, there should be comment on where it is in the technology adoption life cycle; IOW, can it even have crossed a chasm if it is still losing money? Apollo