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

To: Cesare J Marini who wrote (2897)	4/22/1999 7:31:00 AM
From: soup	Read Replies (1) \| Respond to of 5843

No mas ... No mas ... Well maybe one little quibble. :) >This market space is not just about technology, it's about partnerships and the perception of the public. Right now, the market's perception is: RNWK is the technology leader, with MSFT close behind. Apple only just recently added streaming to QT4 -- it was originally a desktop-oriented format.< Looked over this graph and noticed you were mixing the phrases "public" and "market". The terms are often interchangeable, but they're not. Vis-a-vis the public, Apple Computer is one of the most recognized brands around the world. In APPL takeover rumors, the name itself is often valued at a billion dollars -- not that I have that much loose change to prove the point. AAPL also has the cash ($2B net of debt) and marketing savvy to extend and embellish that reputation: "Think Different"; "Toasting Bunnies"; "She Comes in Colors"; "HAL/Y2K/Superbowl" and "QT/BMW/Academy Awards". Ask 100 people if they know who RNWK is and what they sell. Vis-a-vis the market, AAPL is week-old cat doodoo and RNWK its shining fur ball. Despite 6 quarters beating estimates, AAPL's still valued like a Vladivostok S&L relative to its box-making competitors [I've been trying to get this guy to add RNWK to his charts.]: appleinvestors.com Most tech-ignorant analysts consider AAPL a distraction and wish it would hurry up and die so they can get back to MSFT/INTC estimates. RNWK, like the rest of the internet, represents a future whose growth they cannot calculate so they ascribe its value as limitless. [I believe they did the same with AAPL, in its early years.] In any case, since the point of these threads/discussion is how best to make money on your stock picks, the market has clearly proven you right. So far ... soup >PS: Don't get me wrong -- I've been an Apple afficionado for a long time. I've just learned not to get my hopes up. :-)< Smart man.