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


To: soup who wrote (2964)4/28/1999 12:08:00 PM
From: Cesare J Marini  Respond to of 5843
 
With apologies to Cesare, you guys need to be coming up with better arguments.

Make that *any* arguments.


soup,

With all due respect, your arguments haven't exactly been all that compelling either.

You're basically saying that Apple has this superior technology, and that QT4 (which, BTW, is a piece of beta software, and hasn't been released yet) is going to win.

Well, Apple has been making the "we have superior technology" argument since 1984. They have 4% of the market. Wow. Chalk one up for superior technology.

Am I worried about MSFT? Hell, yes. You'd have to be crazy not to be. Is Apple a worry? Sure, why not. I suppose they could somehow stop being a bunch of marketing idiots and actually put their technology (which is very good) into a lot of hands. But you still haven't outlined any real reason why RNWK is in trouble. They have consistently maintained 85% of the market. They find a new partner every other day. Their download rate is huge. They continue to reinvest in the company. They have met and/or beat estimates for six straight quarters.

So far, sounds to me like they're doing what they need to do.



To: soup who wrote (2964)4/28/1999 6:31:00 PM
From: Pruguy  Respond to of 5843
 
Not only do I have depth to my conviction, but there is depth to the company.....All big and small details aside, this company, weather you like it or not is ONE of the leaders in defining how this field gets played out. Microsoft isn't competition to be ignored, but as long as msft continues to create closed platforms and try to snuff the rest of the industry by trying to create a better mousetrap.....well I think Glaser put it best " what if it turned out that microsoft didn't matter"