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To: Guy Gordon who wrote (331)	2/21/1999 9:40:00 PM
From: mod	Respond to of 4337

I think it's too early to short the record companies, but it would be a possibility in a year or two. The buzz word for the internet is "disintermediation", and mp3 has the potential to disintermediate the record companies out of business.

To: Guy Gordon who wrote (331)	2/22/1999 4:29:00 AM
From: B. A. Marlow	Respond to of 4337

Personally, Guy, been short Jack Valenti for 20 years! BAM (EOM)

To: Guy Gordon who wrote (331)	2/22/1999 3:16:00 PM
From: steve harmon - analyst	Read Replies (2) \| Respond to of 4337

shorting the record companies looks dangerous because many of these companies are huge congolmerates with movies, cable, broadcast, video and publishing assets -- i think the record companies have to buy into mp3 (or its successor) to maintain their hold on the music industry if they don't i think that rather than short music stocks -- look for the merging mp3 winners mp3.com (private) winamp (private diamond multimedia (public but how long before sony gets in this space?) realnetworks (maybe) the portals (since they have users)