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

To: Bill Harmond who wrote (1221)	4/16/1999 5:16:00 PM
From: Sam Citron	Respond to of 1260

I believed the Broadcast's established service business was a better franchise than Real's tools business. No doubt many on this thread would agree with this evaluation. And certainly Cuban has made a fantastic success of BCST and has been a streaming media pioneer, except for a conspicuous absence of arrows in the back. I was unable to decide between the two and bought both on March 1. I saw Cuban as a great asset to BCST, but was concerned about low barriers to entry and the fact that BCST had not developed its web site to its full potential and seemed to have no intention of doing so. With an 85% estimated market share, RNWK seemed to have control of the player market, a key choke point in the delivery of content. By time rotation using a DCLK ad network, for example, there seemed to be almost unlimited revenue potential. When I saw Realguide, RNWK's portal, I decided that RNWK had gotten serious about becoming a great multimedia portal. Cuban became unusually quiet and BCST drifted lower. I sold BCST about a week before the YHOO merger was announced. However, I invested the BCST money in a series of other investments that collectively have outperformed even BCST, so I have no cause to complain. I continue to hold both MSFT and RNWK as core holdings and am confident that the R&D $ they have put into the development of their players will be exceedingly well spent. Sam