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To: steve harmon - analyst who wrote (3033)	11/7/1999 6:28:00 PM
From: QuietWon	Respond to of 4337

steve, satellite industry in 2000, Robbie Stephens feels will outpace avg of communications industry. Combining that with the web, what do you think of NetSatExpress, which is owned by GCOM, George Soros, GBIX, and Reuters ?

To: steve harmon - analyst who wrote (3033)	11/7/1999 10:35:00 PM
From: DaYooper	Read Replies (1) \| Respond to of 4337

Steve, Last Spring you suggested that Real Networks should focus more on content. They may have been listening to you. Since then the company has made several moves in that direction. Monday is the launch of the new home page at REAL.COM focusing on content rather than software. Are they making the proper moves in your opinion? Any thoughts on valuation looking into the next year or two? Thanks, Rory idg.net