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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: rhet0ric who wrote (24188)4/19/1999 10:34:00 PM
From: Richard Habib  Read Replies (3) | Respond to of 213177
 
I wonder how much of their downward movement can be attributed to QT4

Very, very little. Apple didn't announce any QT streaming server contracts. Meanwhile, RealNetwork has established such strong business relationships that even MSFT has been unable to slow the adoption of Realplayer as the defacto streaming standard of the internet.

Adam suggested QT as a sort of loss leader to sell G3 servers but G3 servers don't have the capability to replace Sun or multiprocessor Xeon servers used at the big sites. It would make a good candidate for smaller sites but those sites managers would have to decide if a somewhat better technology would be worth abandoning the player that 85% of the customers have. I'm afraid this could be a Windows/Mac story all over again - a somewhat superior product without the business relationships/marketing to ever break into the mainstream.

I'll be interested to see what the RNWK crowd thinks. My gut instinct is that they will see it as not nearly as important as the general high PE selloff. Rich