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


To: steve harmon - analyst who wrote (910)4/5/1999 9:31:00 PM
From: RTev  Respond to of 4337
 
having the os didn't guarantee msn to be #1; explorer is the new channel for microsoft to distribute through backed into office and the os

I agree completely, and am bullish on RNWK because I don't think Microsoft will win the streaming media battle any time soon. But your message to which I replied said Microsoft (and AOL) had to either buy or build streaming media technology. Microsoft has done so already. They make the client. They make the server. They make the tools to produce the audio and video clips. So I just don't see what more you think they need to do on that score.

And, of course, they produce web pages that use the technology, although they could certainly do more in that area. Here's an example of the audience experience using only Microsoft tools:
msnbc.com



To: steve harmon - analyst who wrote (910)4/11/1999 2:54:00 AM
From: fiberman  Read Replies (1) | Respond to of 4337
 
Hi Steve. Three part questions for you:

A) NAVR - Buy, sell or hold? what do you think Net Radio IPO will do to NAVR?

B) ZD/ZDZ? Where do you see going with ZD and their investment in ZDZ?

C) Is SDTI really undervalued at these levels? I heard that they own 20% + of VeriSign. Is that correct? VeriSign is on fire!!!

Thanks in advance. Have a good weekend!!