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Technology Stocks : RealNetworks (NASDAQ:RNWK) -- Ignore unavailable to you. Want to Upgrade?

To: B. A. Marlow who wrote (2771)	4/19/1999 7:47:00 PM
From: soup	Read Replies (1) \| Respond to of 5843

Apple's Debuts Quicktime 4. apple.com Mac and Windows players available for download. --------------------- Apple Introduces QuickTime Streaming Server Software - The First Open Server for Internet Streaming Open Source and Mac OS X Server Versions Available; Leading Vendors Bring QuickTime-Compatible Servers To Market apple.com --------------------- Apple, Adobe vie for desktop video. >"The 60 million Web sites out there are going to be 60 million broadcast stations," and access to video-editing solutions will help to drive that convergence, Baum said.< macweek.zdnet.com --------------------- Also reposted from SI/AAPL: >Personally, I think the business model for Quicktime for Apple is very very similar to the business model for Java for Sun. Quicktime will generate some revenue for Apple, via consumer and development license sales. However, the real story is about standards. The more people associate QT with the standard in multimedia, the more credibility Apple has in that market. That translates into queries and sales of hardware, which is Apple's bread and butter. Just like Java and Sun servers. You don't need Solaris to serve Java, but for many corporate buyers, Sun = Java = Internet. So they buy Sun. Apple wants people to think Apple = Quicktime = Multimedia. So if they are doing multimedia work, they buy Apple. This could also eventually translate into buying Apple hardware for servers. This business model is 100% different than RealNetworks, who makes all their money off license revenue for their streaming server, players, etc. In the end, Apple's business model could really torque RNWK, because for Apple, the streaming server and player are just loss leaders. They are ancillary revenue to the positioning of the whole company.< exchange2000.com --------------------- I normally post on the Apple thread but have been lurking here. Have also noticed that RNWK's market cap had exceeded Apple's. I thought this excessive since the market apparently attaches no value to Apple's Quicktime. (AAPL, net of cash, trades at about 10x forward earnings.) I also find it odd that noone on this thread thought it worthwhile to post news about a competing product. Comments?

To: B. A. Marlow who wrote (2771)	4/19/1999 8:22:00 PM
From: soup	Respond to of 5843

Apple Introduces QuickTime Streaming Server Software - The First Open Server for Internet Streaming Open Source and Mac OS X Server Versions Available; Leading Vendors Bring QuickTime-Compatible Servers To Market. >“Finally, streaming live video and audio over the Internet no longer requires proprietary software and expensive servers,” said Steve Jobs, Apple's interim CEO. “By including streaming as part of Mac OS X Server and introducing Darwin Streaming Server, Apple is significantly lowering the cost of streaming digital video and audio and the result should be a deluge of high quality streamed content.” < ----------------------- Apple Releases QuickTime 4 Public Beta With Internet Streaming Apple First To Embrace Non-Proprietary Streaming Server Software >“We are embracing the non-proprietary open server model for Internet streaming, and even giving away great server software under our Open Source licensing model,” said Steve Jobs, Apple's interim CEO. “From this day forward, content providers, ISPs and network managers will have a choice—they will not be forced to pay a server tax to Real Networks for their proprietary server software.” < apple.com ----------------------- To put it another way, AAPL/QT4 is to RNWK/RealPlayer what MSFT/Explorer is to NSCP/Navigator. AAPL is giving away what RNWK charges for in order to sell Mac hardware. But Mac servers are only 5K. At this point RNWK certainly has the lead in marketing alliances, but it's competing with a company who's essentially giving away the same technology. I'm not trying to be a mook or anything, but I'd be real careful out there.