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Technology Stocks : White Pines Software (WPNE), $ 6 1/2 -- Ignore unavailable to you. Want to Upgrade?

To: Steve Antonelli who wrote (357)	2/22/2000 9:58:00 AM
From: AJ Berger	Read Replies (1) \| Respond to of 392

it's on2.com not on24.com specifically, on2movies.com (300bps minimum Broadband required) for the latest in streaming media technology. my Broadband portfolio includes WPNE and ONT for exactly that reason. RealNetworks is a NetScape just waiting to die.

To: Steve Antonelli who wrote (357)	2/22/2000 11:54:00 AM
From: Scott C. Lemon	Respond to of 392

Hello Steve, > I hope you had a great weekend! Likewise! And into another trading day ... ;-) > Thanx for the excellent reply to my questions. Right now, I really > want to understand this aspect of the internet, this whole video > thing. I have to tell you that I woned RNWK about 5 months ago, but > sold about 2 months ago when it dropped to around 120 range, only > to see it rebound. I'm now beginning to think that this might be > one of the "mistake" investing things that happens from time to > time. Now I'm looking for a better entry price because I have > changed my feelings regarding RNWK. I now think they are going to > be a powerful company in the future with the potential which just > now seems to be rising, through increased bandwidth. Yes ... this is an area that is sometimes difficult to "trust" ... but I really believe it's coming quickly. I actually saw the drop of RNWK to $120 as a buying opportunity ... and told a number of friends. Several of them jumped in at that point ... ;-) > Last week, I figured out how to get Realplayer to work through my > company's firewalls (shhhh, don't tell anyone!!!). I then connected > to on24.com, which I'm sure you are aware of. Specifically, I > wanted to see how the video would work on a high bandwidth > connection. It confirmed in my mind what I know will be the future > for everyone. There, on my computer screen, I was viewing a high > quality (current internet standards) video, of an on-demand > subject. Right then, I knew...... what lies ahead. Yes! The difference is really amazing ... Even if you were to move to dual-ISDN at 128Kbps you would see huge advances. I got my parents to move to a cable modem in California, and now we've been watching a wide variety of programming that is available ... and all at very acceptable quality. The race is on in the infrastructure to build out the "last mile" and to provide the bandwidth to people. Many of the high-density locations already have it, and it will only continue to expand. > At home, when I access the sight at 56K, I am able to see the same > material, with the same high quality, but the slower connection > causes the video to freeze while the buffer is replenished. > Obviously, this is not as enoyable as a "non-freeze" video. There > is also audio programming where, like a radio show, you can listen > to various subjects, like IPO's or other subjects. I keep suggesting that we are in the "AM Radio" phase of the Internet right now, but some people are already getting the "FM Radio" phase of Internet to their homes via DSL and Cable Modem. What's really cool is that we are quickly seeing the "Satellite TV" phase of the Internet begin ... ;-) > This is the future, but it is here now. Yes! > So how does this relate to White Pine? I think they are rising to > the occaision. They see the future, and it is here now. Cu-SeeMe > video is beoming quite good. High bandwidth and a couple of > software improvements will make this software the future choice. We > will all be using Explorer, Realplayer and Cu-SeeMe in the future. > These are the standards being set. There are numerous markets which will have to appear to provide complete solutions to end-users. I believe that White Pine is well positioned to address many of these. If you think about todays "telephone conference calls" that you arrange with a conferencing company, this is the exact space that White Pine is addressing with their new ASP initiative. Who will you call to arrange a "video conference over the Internet"? White Pine of course ... There is a whole other area that has not yet enmerged on most peoples radar ... and that's "Video/Voice mail". Today when you receive a call at your house and you are not home, you might have an answering machine, or outsource the service to a voice mail service. In the future, people are going to call you with their video/voice application (CUSee-ME or NetMeeting, etc.) from their computer, and if you are not there you will need to outsource to "Video/Voice Mail" services ... and White Pines technologies are well oriented to provide this type of feature. > A thought I had relative to the audio is for them to modify the > software so that the person receiving is able to individually > select the audio of who he/she wants to listen to, similar to > the way video is selected. It seems that this should be achievable. > Maybe a limit would have to be set to prevent a user from selecting > more than 4 or 6 users. This is also possible, but it requires you to anticipate who is going to speak, or speak next. You also don't want several streams coming to your PC, but rather have the "mixing" done on the server. White Pine has this solution ... > Once this enhancement is made, it seems to me that the product > would be much more marketable to a very wide audience. The other feature that you left out is their support for Microsoft Media Server and RealNetworks ... this allows a group of people to conference, and have a huge audience of people watching via standard streaming technologies ... this will become more popular than the "text chats" that are used today ... > So that's about all I have for now. Just wanted to dump some > thoughts that I had. You're on the right track ... this is a huge space ... Scott C. Lemon