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Technology Stocks : Source Media SRCM -- Ignore unavailable to you. Want to Upgrade?

To: MW who wrote (1535)	11/10/1998 3:28:00 PM
From: Smilodon	Read Replies (1) \| Respond to of 3015

All these villians are problems for SRCM in different ways. >>>1.Worldgate 2.Mike Shell and the idiots[losers] from brite voice[ preliminary injunction. 3.MSFT 4.ORCL 5.Spyglass 6.Gic 7. motorola and that scary blackbird project These didn't work so now it's 8.Broadcom <<<< 1. Worldgate is a direct competitor to the Virtual Modem. I think both SRCM and Worldgate will fail, as this is a small and temporary market. 2. IMS takes some of the customers that SRCM paid so much for when it bought the Brite telephone business. Fewer customers means less economies of scale, and thus higher costs. A new competitor reduces SRCM's pricing power. The result is the telephone business produces less cash flow to pay interest and fund Interactive Channel operations. 3,4,5,6,7,8. These are all competitors (Microsoft, Oracle, Spyglass), partners to competitors (Motorola, GIC) or providers of enabling technology (Broadcom). All are involved in the more advanced IP over cable method of internet delivery rather than addressable frames. To kill SRCM, these competitors win customers SRCM is chasing and keep revenue and profitability at their current levels. SRCM bleeds to death with big deals just around the corner. I know, SRCM claims to have a strong patent position. But in the immortal words of Robert Heinlein: "Money is truthful. If a man speaks of his honesty (Tim Peters), make him pay cash." And Jerry McQuire: "Show me the money." Lets see those royalty agreements and legal judgement for anything other than the old addressible frames technology. Regards, Archer