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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (17647)3/29/1998 9:11:00 PM
From: Philip H. Lee  Respond to of 50167
 
Hi Judy,

Andrea Electronics (AND) looks good based on a quick review. They appear to have the right partnerships in place and internet telephony should be a plus. Unfortunately, I didn't pay much attention to the stock before you mentioned it.

MSFT's Chrome certainly bears watching. Real Networks needs to continue to build up its presence before Chrome gets included in Win98 and NT5 in early 1999. If RNWK can maintain its huge lead in compression and playback technology, that should be able to carry it. If download time and playback quality turn out to be relatively even, it could spell big trouble for RNWK. That's my preliminary read.

Philip