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

To: Cesare J Marini who wrote (3075)	5/3/1999 3:01:00 PM
From: soup	Read Replies (2) \| Respond to of 5843

>2.1% of the market is good news? soup< I didn't include the MAC numbers because: 1) My point of the reference was to show Linux incursions in NT Server growth and the concurrent expansion of "open source" at the expense "proprietary" standards. But you elected to sidestep that issue. 2) MacOS X Server just started shipping on March 18. BTW, I just read the QT4 Streaming setups for BBC and Bloomberg each comprise (24) 400mhz G3s retailing for at about $8K per CPU. How much would that cost using a RNWK/NT setup? 3) The 2.1 market share figures refer to servers running MacOS only. [There's also, plenty of Mac hardware running Linux, BTW.] Overall US retail marketshare for Mac CPUs is something like 12.4%. [But that does not take into account direct sales to businesses.] Japan is up over 30%, etc. None of this takes into account the MacOS's installed base of some some 26 million older CPUs -- which is about the same as MSFT claims for Windows '95/'98. Bottom line is that Apple's doing fine as a box maker and AAPL shares have just hit broke their yearly high. (New laptops will likely announced next week.) >I'm all for polite discussions, but you're beginning to sound a lot like Apple's press releases.< Hey, they get paid good $ to write that stuff. Why reinvest (good typo!) the wheel when I just can just cut/paste/link? FWIW, I think we're spinning our wheels on these points with no resolution. While any discussion of net stock valuation seems moot, RNWK to its credit, seems to be playing its cards extremely well. AAPL does not need for RNWK to fail for it to succeed nor vice versa. With MSFT in the game, I envision an ongoing game of "rock/papers/scissors" with varying levels of "coopetition" betwixt the players. soup PS> If you ever want to dish QT over on the SI/AAPL site, I promise to vouch for your good character. As Lenny Bruce once said: "If I had any guts, I'd do this bit in Montgomery."