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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (1014)	10/12/1998 1:32:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

I guess you all saw RealNetworks is doing very well today. I was wondering what impact wide spread use of this video/audio player will have on PC demand? Does this software require PC upgrades? Are Lotus notes users using such fat pipes through in house LAN's that they don't need faster PC's? I mentioned the use of Object Oriented RDBMS as the enabling factor of audio and video and the recent announcements of Oracle. Well, IBM is also a player in this OORDBMS market and the fit between RealNetworks, Lotus Note and their whole enterprise systems design is not hard to imagine. After all, having this RealNetwork viewing tool has little use without a rich source of things to view. Managing that content will require implementation of a specialized database. Pierre, this plays into your plan for video driving HDD demand. Sure looks like this is a great step toward your goal. How quick does it take off? Regards, Mark Monday, October 12, 1998 RealNetworks soars on Lotus distribution pact By Eric C. Fleming October 12, 1998 11:45am ZDII RealNetworks Inc. (Nasdaq: RNWK) rose 32 percent, up 8 3/8 to 35 3/4 on Monday after the company said that International Business Machines Corp.'s (NYSE: IBM) Lotus unit will distribute RealNetworks' G2 streaming technology with its Domino and Notes products. The Seattle, Wash.-based company makes the G2 that allows Internet users to listen and watch audio and video through the Internet in real-time without downloading information. RealNetworks player will be used by Lotus' 25 million users. "This distribution agreement along with the AOL deal are important for RealNetworks," said Daniel King, an analyst at LaSalle St. Securities. "The more players RealNetworks is aligned with, the more they will be able to keep their marketshare." Last Week, America Online Inc. (NYSE: AOL) penned a deal with RealNetworks to distribute AOL's Instant Message system on its Web site and RealNetworks will contribute content to AOL My News. The deal with Lotus will allow RealNetworks broader access to the corporate Intranet market, to companies such as 3Com Corp. (Nasdaq: COMS), that use Lotus Notes for e-mail and other communications. RealNetworks also recently inked a technology pact with Intel Corp.