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

To: Mark Oliver who wrote (1114)	10/22/1998 2:59:00 PM
From: Robert Douglas	Read Replies (1) \| Respond to of 2025

Wow! That is exciting. I hope this spreads like wildfire. -Robert

To: Mark Oliver who wrote (1114)	10/22/1998 3:53:00 PM
From: Mark Oliver	Respond to of 2025

Secure your place today at Streaming Media '98. It's the world's largest independent event ever run for businesses that want to harness the power of streaming video, audio and multimedia on the Internet & Intranet. COME...LEARN...DISCOVER Streaming Media '98 takes place on the 9th and 10th November 1998, at the Grand Hyatt San Francisco on Union Square - one of the city's leading hotels. The event focuses exclusively on the business and strategic issues of streaming media. firstconf.com Regards, Mark PS Just spoke to IR for General Magic and they plan to have a streaming version of their conference call on the web next quarter. Yes, it's something they want. She also said she thought there was one or 2 independent companies offering the service. This may seem off topic, but I find this is an enhancement to what we do on the web and it can be a reason to upgrade PC's and server systems.

To: Mark Oliver who wrote (1114)	10/22/1998 4:18:00 PM
From: Pierre-X	Respond to of 2025

Re: Conference calls served fresh on the Web It's an awesome use of the technology. As for it's business potential though, I feel it is limited. The size of the market is not large on either side: not that many companies as a proportion of the total make their conference calls publicly available nor are there that many private investors that listen to replays. Conversely, it may turn out that many more companies start to make cc replays available if Realaudio streaming drops the cost bar substantially. As far as 800 numbers go, the long distance charges to listen to an hour-long cc is only 5-10 dollars ... this does not seem to me like a dramatic value proposition ... what do you think the actual population of overseas investors listening to conference calls is? On the other hand, once it becomes fairly inexpensive to do so, perhaps the SEC will begin requiring it. I'd certainly like to see that happen. Personally though, I'd rather skim a transcript than listen to an hour of canned reading-from-the-press-release then enduring stupid questions from dorko analysts. Graphical presentations could simply be posted to the same website. The value proposition for adding video to conference calls isn't clear to me ... do you want to see the dismayed expressions on the faces of execs when they get caught off guard by a tough question? <g> I listened to a streamed cc replay about a year ago, I believe it might have been Intel. --- I believe the -companies- in the streaming engine supply chain have good prospects though. I agree that we'll see ever-increasing usage of such technologies, and I agree it will drive horsepower and storage demand at both the server side and the client side.