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Technology Stocks : Broadcast.com (Acquired by Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: B. A. Marlow who wrote (810)	3/17/1999 6:46:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 1260

Are you trying to decide whether to get into BCST? No. I took equal positions in BCST and RNWK about 3 weeks ago. But I sold BCST this morning at a small loss. It's OK because I have a 40% profit in RNWK. I would like to invest more in this sector, but don't feel comfortable enough with BCST yet. It is not uncommon for me to sell too soon, and I suspect I have done so once again. It's pretty normal, I think. I just have to understand the business plan. Then I will hold forever. It's that old Michael Porter book: Competitive Strategy. Please explain the barriers to entry and the switching costs to me. Cuban says he has multiyear exclusive contracts. I want to hear more. Happy St. Paddies! I'm off to hear some live music at Murphy's Pub, but will be back at 10 for the Webbies! Sam