Silicon Investor (SI) -- The First Internet Community

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To: accountclosed who wrote (44484)	6/1/1999 9:35:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 86076

heh heh, well Antoine, sadly in the tech world Glaser is considered a babe! Well, maybe not a babe but above average! Hard to believe? Just remember Gates is the calibration instrument! I am shorting tomorrow and I was looking at real networks... because, (this is an elusive point I suspect)... but rnwk is actually closer in some ways to a software company that an internet company. Building "communities" is the stickiest thing around. Just look at aol, their technology sucks but nobody cares. Same thing with SI to some degree. Cnet could go after SI, yeah but its work. Otoh rnwk is a technology - only - not a community. We know what those are worth, just look at software. Thats my rationale.... just a thought. They are all going down anyway. Dclk for example is technology also but theres a community there. Not rnwk that I can see (so far). Anyway ask me tomorrow.