Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Rande Is who wrote (15522)	11/22/1999 10:08:00 PM
From: xcr600	Read Replies (1) \| Respond to of 57584

Well, they are going after video conferencing pretty good (both b2b and public). But it is premature to consider "video chat" as an everyday net experience since most users nor the the net has the bandwidth to handle it. WPNE is going after portals too. Oh, and some others have compared it to RNWK it it's early stages. (For the record I sold my long at 15). here is an exerpt from Steve Harmon- Money Talk: What is your opinion on White Pine Software? Its technology won a coveted award at the recent Internet World show and there are rumors of a 'major deal' pending. Harmon: White Pine {WPNE} looks like takeover bait, something that AOL or Yahoo! needs to own now for its video chat product. That's what it won 'best of show' at Internet World last month. Its $125 million market cap is a hiccup in AOL's soup bowl, not dilutive materially to AOL or Yahoo. Perhaps CMGI, Inc. {CMGI} should acquire it. It's been aggressive in the portal growth space. Broadband drives video chat. DSL and cable Internet are both rolling out to more users daily. As a standalone firm, I don't see White Pine as a huge company; it's a feature of a larger effort