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To: rocklobster who wrote (1259)	10/13/2000 11:25:25 AM
From: SMALL FRY	Read Replies (1) \| Respond to of 8046

It wasn't me Rok... gotta be careful holding too much these days. SF

To: rocklobster who wrote (1259)	10/13/2000 12:00:38 PM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 8046

rock -- RNWK: Wow! This is actually a Net that I've been thinking about accumulating this October for my longer-term portfolio. It's a real company with excellent products, a clean balance sheet, profits, and a database of over 100 million registered RealPlayer users. Best of all, in my mind, I think it's going to be a nice play on the bandwidth buildout we're seeing: streaming multimedia is a tremendous application for a world where DSL, cable, and fixed wireless access are becoming increasingly entrenched. I really wish RNWK would acquire a company like CTRA so it could leverage its streaming technology for Internet-based collaboration -- a tremendously promising field that should revolutionize business communications and would also give them potential entry into mass communications (variants on telephony). Another Net I'm thinking about seriously is DCLK. There's so much concern about dot.com ad declines right now, but presumably we'll live to see the day (over the next few years) when the old-economy brands move more aggressively onto the Web. DCLK will have to figure out ways to get a piece of the action as Net marketing moves beyond banners; but, if it can do this, it should be well positioned to leverage its platform on a massive scale, with extremely high margins. (BTW, it's worth noting that David Wetherall was on the wires last night, saying ENGA would be profitable by mid-April 2001.) I haven't acted on RNWK or DCLK yet, because I'm too scared of the falling knife; but these are Nets that I think have a fair chance of making it (especially RNWK) and that are even beginning to look like "value" plays on a P/E/G basis (even given the contraction of growth estimates).