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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (941)	5/10/1998 7:36:00 PM
From: cm	Read Replies (2) \| Respond to of 2882

Eeeeek. This Isn't Simple... Got into ITVU a while back because our company visited an Internet show called Thunder Lizard in New York, and was very impressed with their technology. (About the same time, a cyber-buddy of mine named webinfopro posted (on the Yahoo! SEEK board) that he was in it.) Got out of ITVU on Friday... 'cause I just plain wanted to table some profits. No indictment of the company. Some uncertainty about the Market, though. (BTW, our company is going to be using ITVU video banners for THAT client I mentioned once. I'll report on what we think of the actual product at a later point.) Got into RealNetworks about, dang, four months ago. Pretty much the same story: recommended, this time, by a client who was using their RealAudio product and was considering putting together a Web event with their help. Made some money... sold about, dang, two months ago. Still like them as well. Haven't read any of their latest announcements. Could, though, see them as a take-out target a la what Starwave was for Disney and what I think WAVO (which I am still in and will be for time immemorial) will be for MSFT some day. That's all I know. No great insight. Just jumped on. And then jumped off. Not huge positions in either case. Sort of figured though... what with all boats rising at the time... and these being a lot better boats than some... it was quite safe. Best Regards, c m