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To: B. A. Marlow who wrote (5389)	2/10/1999 1:02:00 AM
From: ACV	Read Replies (1) \| Respond to of 17679

Here is an interesting article on Webcasting. TVontheWeb currently uses RealNetworks' products ..... RealNetworks hitched to Webcasting By Stephanie O'Brien, CBS MarketWatch Last Update: 1:19 PM ET Feb 9, 1999 Goldman Sachs updates NEW YORK (CBS.MW) -- Real Networks has a simple reason for its optimistic view of the future: Internet broadcasting is fast blossoming into the next mass medium, CEO Rob Glaser told investors Tuesday. Glaser's Seattle-based company (RNWK) pioneered the streaming software that allows audio and video broadcasters to deliver their products over the World Wide Web in real time. Appearing at the Goldman Sachs technology conference in New York, Glaser said Net-based broadcasting has jumped dramatically in the past two years. And Glaser, while declining to offer specific projections, added he expects that growth to increase exponentially because the technology is global, user-controlled and capable of delivering live or on-demand material over unlimited channels. RealNetworks plans to make money on that growth by selling licenses of an enhanced version of its RealPlayer G2, the next-generation of its core RealPlayer software that delivers streaming media to Internet users, Glaser said. Agreements with other companies including Intel, America Online, Netscape, Excite, Inktomi and most recently AtHome and Enron have positioned the company to expand its presence significantly. "AtHome and Enron in particular point the way we're trying to distribute streaming media," Glaser said. He said he sees "substantial growth" in such areas as corporate training and corporate communications as companies turn to the technology as a means to cut costs. The CEO said there are lessons to be learned from the browser wars between Microsoft and Netscape -- rivalry, by the way, in which RealNetworks openly has taken sides against Bill Gates. The first was "the importance of ubiquity as a religion." A second? "We don't want to give other companies the opportunity to create a product that's freer than ours." Stephanie O'Brien is a reporter for CBS MarketWatch. CBS MARKETWATCH RT CBS MARKETWATCH LIVE © 1998 MarketWatch.com, L.L.C. All rights reserved. Disclaimer. MarketWatch.com is a joint venture of CBS and Data Broadcasting Corporation. CBS and the CBS "eye device" are registered trademarks of CBS Inc.

To: B. A. Marlow who wrote (5389)	2/10/1999 9:21:00 AM
From: Hal Campbell	Read Replies (2) \| Respond to of 17679

<<With "always on," isn't there suddenly a new level of interactivity? >> You are sure right, BAM. It may become "stay fine tuned ".

To: B. A. Marlow who wrote (5389)	2/10/1999 9:41:00 AM
From: Gus	Read Replies (2) \| Respond to of 17679

Regarding the network is the computer, I agree Sun is well-postioned up to a certain point. My bias is simply that the companies (INTC, MSFT) with the mass market cash flows and the installed base (200+ million) eventually get to influence heavily how the post-PC era evolves. By the way, congratulations on calling the current wave of internet media mergers like this one.... Is Time Warner next in merger mania? news.com Shifting gears, two more great examples of content with compelling broadcasting and narrowcasting possibilities: 1) Steven Spielberg's Holocaust project preserving the individual life stories of the survivors' of the Holocaust. 2) Tom Brokaw's latest book, "The Greatest Generation," about the generation that fought and won WWII. Amplifying a point made by many others, at this very early point of the game, the internet broadcasters may have the sustainable edge in terms of studio-class content, but a narrowcaster like Broadcast.com or TVontheWEB, with lower cost structures, will always have the much bigger and global 'natural studio system' available to it. Just one source of underwriting -- as the folks at TVontheWEB describe their business model -- that kind of "illuminating" kind of content will be from what the experts call a series of massive transfer of wealth between generations in the decades ahead. Others: local, state, federal and foreign government information budgets, trade associations, etc. Regards, Gus