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 : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (60842)	10/18/2000 4:24:47 PM
From: steve h	Read Replies (1) \| Respond to of 122087

re: "I hear McDonalds is going to blow out numbers Earnings 2.00 per share Before Beef & Bread Expenses!!" Actually LOL. Good one! Steve h

To: Anthony@Pacific who wrote (60842)	10/18/2000 4:40:02 PM
From: If only I'd held	Respond to of 122087

You need to look at ARBA' snumbers for the laugh of the day

To: Anthony@Pacific who wrote (60842)	10/18/2000 4:55:43 PM
From: Cheeky Kid	Respond to of 122087

What about these ones: Message 14611248

To: Anthony@Pacific who wrote (60842)	10/18/2000 5:18:58 PM
From: zx	Respond to of 122087

hi anthony, any opinion on buyx- buy.com. stock is down alot now.

To: Anthony@Pacific who wrote (60842)	10/18/2000 5:27:12 PM
From: Cheeky Kid	Respond to of 122087

Message 14611898

To: Anthony@Pacific who wrote (60842)	10/18/2000 6:11:15 PM
From: Sabrejet	Respond to of 122087

Hey AP, good to see you back! One question for you: I own shares of LCOS and if the merger is completed with Terra, I will have a choice of either the ADR's or the ordinary shares out of Madrid. How do I sell those ordinary shares from here??!!! BTW, the conversion is stated to be 2.15 shares of TRRA or the ordinary for every one share of LCOS. That puts the values at either ~$46.00 on the adr's and/or ~ $65.00 if I take the ordinaries.(including euro exchange rate) Any opinion on this?? The spread between the adr's and the ordinaries is about $8????? The difference has me puzzled and other than the bet the deal will not go through, I can't figure out why the ADR's and ordinaries are so far apart. BTW, an announcement was made yesterday stating the deal is on and expected to close by the end of the month. All parties involved were quoted. Sabre!

To: Anthony@Pacific who wrote (60842)	10/18/2000 7:23:53 PM
From: StockDung	Read Replies (1) \| Respond to of 122087

LOLss-->"Bill Lennan of WR Hambrecht said he thought the recent sell-off in RealNetworks shares was extreme, despite what he called an "unspectacular" third quarter and weak near-term outlook." "Although we cannot identify a near-term catalyst to move RealNetworks shares, we maintain our buy rating in view of the company's long-term prospects and current valuation," Lennan said." RealNetworks tumbles as ad fears overshadow profits SEATTLE, Oct 18 (Reuters) - Shares in RealNetworks Inc. <RNWK.O>, the leading maker of software for playing audio and video over the Internet, fell sharply on Wednesday as slowing advertising revenues overshadowed the company's solid third-quarter earnings. RealNetworks, which makes the popular RealPlayer and RealJukebox programs, opened the day more than 50 percent off but bounced back somewhat to trade down $6-3/8, or 30 percent, at $15-5/16 in mid-afternoon on the Nasdaq. The company, which hit a high of $96 in February, was trading at its lowest level since February 1999. On Tuesday Seattle-based RealNetworks posted a third-quarter pro forma profit of $7.6 million, or 4 cents a share, matching Wall Street expectations. That was up from $4.9 million, or 3 cents a share, a year earlier. But the company also warned that advertising revenue, which makes up 20 percent of its total revenue, would dip slightly due to $3 million in contracts that were not being renewed. Analysts said online retailers Checkout.com and 800.com were the clients that did not renew. Justin Post of Deutsche Banc Alex. Brown downgraded the stock to "market perform" from "buy." Other analysts said that while the near-term outlook for RealNetworks was slightly weaker than previously thought, the company's technology was still dominant in the Internet media industry. "Ad sales are weak and will likely stay weak near-term, but should be made up through license and service revs," Michael Wallace of UBS Warburg wrote in a research note. The foundation of RealNetworks' business is still licensing its RealSystem infrastructure software, which lets companies and Web sites broadcast audio and video over the Internet or corporate networks. RealNetworks also boasts 150 million registered users of its RealPlayer software and 47 million registered users of its RealJukebox, which lets people record, organize and play songs on their personal computers. "In this market, however, an in-line quarter is probably not good enough," Wallace said. "The stock will likely sell off because numbers are not going up. No upside this quarter, and none likely in (the fourth quarter), means the stock will probably drop, but we believe this is still a stock worth owning." Merrill Lynch analyst Henry Blodget said the ad weakness led him to lower his revenue estimate for the fourth quarter by 2 percent, to $73 million, but he did not change his earnings estimate of 4 cents per share. Blodget said he would keep an eye on RealNetworks' new GoldPass, a pay subscription program launched two months ago that delivers special content such as sports events, concerts, games and software, to users. "Near term, rapid consumer adoption of the new GoldPass subscription program could be a catalyst. However, the company has not disclosed subscriber numbers or targets -- so visibility on GoldPass is low," Blodget said. The Merrill Lynch analyst kept his "accumulate/buy" rating on the stock. Bill Lennan of WR Hambrecht said he thought the recent sell-off in RealNetworks shares was extreme, despite what he called an "unspectacular" third quarter and weak near-term outlook. "Although we cannot identify a near-term catalyst to move RealNetworks shares, we maintain our buy rating in view of the company's long-term prospects and current valuation," Lennan said. 18:42 10-18-00