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

To: Pruguy who wrote (888)	3/21/1999 11:28:00 PM
From: B. A. Marlow	Read Replies (3) \| Respond to of 1260

Here's my take, Pru. 1) Assume the BW piece is just bit of inspired enterprise journalism--in short, a rumor. 2) Hope BCST can stay independent. 3) Revisit YHOO's original investment in BCST (then AudioNet) in January, 1998. While not disclosed in the press release issued at the time, it appears YHOO secured a right of first refusal to acquire more of BCST. That's how GCTY worked. 4) YHOO and Softbank joint venture with BCST in Japan. YHOO's stake is 10 percent. Not coincidental. 5) Net consolidation fierce. After AOL/NSCP, ATHM/XCIT, YHOO/GCTY (not a portal, but aggressive acquisition), USAI/TMCS/LCOS (or reasonable facsimile thereof), and Vulcan/Charter/GNET, all of the "flat" portals are spoken for. Attention turns to broadband and multimedia. Add CMGI-TV (Magnitude Network, for now) and NBC/Snap!/Cyclone, and observe that BCST is floating around out there all alone. Can this continue? Arguably, YHOO wants to secure it. 6) AOL alleged to be working on various TV initiatives, and has announced telco broadband alliances. Why wouldn't it want BCST (and for that matter, RNWK)? 7) Movies not the main event. Business desktops are the prize. Wouldn't get out of RNWK, but expect BCST fireworks soon. BAM