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

To: Mike Buckley who wrote (17581)	2/9/2000 8:02:00 PM
From: tdown	Respond to of 54805

MP3 Discussion.....allow me to humbly de-lurq for a moment to say how happy I am to see this revolutionary music technology being discussed here. I have long been wondering if MP3 (Linux,too, for similar reasons)lends itself to a G/K analysis. Who can deny that MP3 is the digital future for music? It's not important to focus on sound quality at this point,imho. MP3 is about digital delivery and distribution, and in that area alone,it is truly tectonic and the music industry is quaking. But MP3 as an investment? If I'm not mistaken, AOL scored a coup recently by acquiring Nullsoft's WinAmp, but that's a puny drop in a mighty big bucket. Another possibility is NTAP. I'd probably be deluding myself to believe that MP3 has played any part in NTAP's success,but it was the decision by MPPP to go with NTAP for its storage solution last fall that got me into NTAP (thanks Tekboy!)I've also looked into SNDK, but I don't see the barrier to entry for flash memory. Am I missing something? Other possibilities? A related issue: do the democratic natures of MP3 and Linux render these fields uninhabitable for primates and royalty? Thanks for my 15, TD