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To: Dealer who wrote (25042)	7/11/2000 8:46:37 PM
From: lindelgs	Read Replies (1) \| Respond to of 35685

FROM BLOOMBERG: RealNetworks Falls on Fears of Slower Web Ad Growth (Update1) By Dina Bass Seattle, July 11 (Bloomberg) -- Shares of RealNetworks Inc., the top maker of Internet media player software, fell 13 percent on fears advertising revenue will be hurt by slowing growth in Internet ad spending, analysts said. The shares fell 5 13/16 to 38 15/16. The company declined to comment on the drop. The stock has fallen 35 percent this year. RealNetworks sells ads that appear on its player software and in actual video and audio files. Heath Terry, an analyst at Credit Suisse First Boston Inc., said investors are concerned that spending on these ads will slow, partially due to confusion over a report from another analyst. That report, by Lehman Brothers Inc. analyst Michael Stanek, said the company wouldn't be greatly harmed by a slowdown in online ad spending. Stanek, who also wrote in his report that he expects these concerns to drive down the stock nonetheless, wasn't available to comment further. He rates the stock a ``buy.'' ``There is no risk to RealNetworks' advertising revenue this quarter,'' said Terry, who has a ``buy'' rating on the stock. ``The types of ads people are worried about slowing -- banner ads and things like that -- are not the types of ads that RealNetworks sells.'' Because ad sales represent only 15 percent of Seattle-based RealNetworks' total revenue, any slowdown would have minimal impact, Stanek said in his report.

To: Dealer who wrote (25042)	7/11/2000 8:50:47 PM
From: Dealer	Respond to of 35685

AFTERHOURS QUOTES NOT ON OUR WATCH LIST BUT YAHOO UP 15 IN AFTERHOUR TRADING Voltaire's Porch Basket of Stocks These Stock Have Not Been Picked By Any One Individual GORILLA--A company that controls it market because it has a discontinuous innovation ,one that is not compatible with existing systems. The market is in a hyper growth stage, and they control the architecture. There is a high switching cost to using some other company's product, KING--The Market leader, properly with a two-times lead or better over its closest competitor. If the lead shrinks too far, the king becomes a prince, and we have a kingless market. Because they lack architectural control, and because switching costs are low, they cannot force competitors onto the defensive the way Microsoft, Intel, or Cisco can. Compaq is a king. Seagate is a king of hard drives. A lot of study has been done on these stocks by the Gorilla and Kings thread. There are the stocks that are discussed most often on the porch........and 1 or more are in most porcher's portfolio. The following Stocks are on the Gorilla and King Index QCOM CLOSE 53 AFTERHOURS 55.56 GMST CLOSE 59 1/8 AFTERHOURS 59 JDSU CLOSE 95 11/16 AFTERHOURS 97.28 SEBL CLOSE 165 1/2 AFTERHOURS 169 NTAP CLOSE 83 1/2 AFTERHOURS 84.187 The following Stocks are on the Gorrilla and King Wait and Watchlist The Watch & Wait Index consists of stocks that have some desirable characteristics but are not necessarily Gorillas or Kings - at least not yet. Most of them will not be, but they bear watching for that possibility. They are as follows: BRCM CLOSE 226 7/8 AFTERHOURS 232.31 CREE CLOSE 140 3/4 AFTERHOURS 144 ELON CLOSE 53 7/16 AFTERHOURS 54 PMSC CLOSE 196 7/16 AFTERHOURS 199.50 RNWK CLOSE 38 15/16 AFTERHOURS 41.437 WIND CLOSE 36 1/8 AFTERHOURS 36.0625 For "Voltaire's Cover Call Strategy 101" see Post # 9490 QCOM earnings July 19 JDSU earnings out July 26 CREE earnings out July 27 SNDK earnings out July 17 RNWK earnings out July 25 SEBL earnings out July 17 WIND reported on 6/1 BRCM earnings out July 18 ELON earnings out on July 20 NTAP earnings date was May 18