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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: B. A. Marlow who wrote (73)2/16/1999 4:42:00 AM
From: steve harmon - analyst  Read Replies (1) | Respond to of 4337
 
real has 3 businesses that is see:
* client software (50 million downloads)
* server software
* audio-video network aggregator

of the three i think the audio-video network is the most valuable, and probably more valuable than broadcast.com
but realnetworks MUST start thinking of itself as a net broadcaster and not a software company that has broadcast info
think service, not just software
having both sides makes rnwk better than broadcast.com IF real starts signing broadcast deals to send out stories, etc

aol needs real, i think, to bolster its platform dominance desire