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

To: B. A. Marlow who wrote (3477)	6/6/1999 12:02:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 5843

<MP3.com (IPO in registration), on the other hand, remains a loose missile with huge e-commerce implications... > Hi BAM: (Still fuming from that recent flame against you, grrrrr) Is the mp3.com ipo one I should seriously consider investing in? Does it have the potential of the cream of the crop, i.e. pcln, etys, hlth (my picks, perhaps not all yours). With the plethora of new issues, the subsequent realignment in the supply/demand ratio for ipo shares, and with my margin exposure higher than I'd like in a tenuous market, I now only consider the first tier inet ipos. My current impression is that mp3.com is no pcln. As always, tia for your opinion and advice. Rob

To: B. A. Marlow who wrote (3477)	6/6/1999 12:14:00 PM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 5843

Hello BAM, I spent some time today looking into Spinner even more ... interesting and now I think my perspective is growing ... I'm not sure that the AOL deal is good for Real in many ways ... > Of course, we here had "encouraged" RNWK to make its MP3 moves > months before it acted. (We had even convinced Steve Harmon of our > "wisdom.") The reason it didn't is probably the result of an > interest in remaining "politically correct." Alas, this never seems > to work--you invariably offend somebody! Yep ... they should have moved quicker ... ;-) > Agree that, even after acquiring Xing, RNWK could have and should > have picked up Nullsoft, if only to consolidate the user base (but > not to overlook continued control of the desktop and the > opportunity to protect its IP from incursions by AOL, or others). > Spinner is probably less important for RNWK to worry about. It's > not unique. MP3.com (IPO in registration), on the other hand, > remains a loose missile with huge e-commerce implications... Ok ... this is where my feelings get very mixed. After doing some DD today I think that Spinner is even more of a risk. What they are doing is creating a new portal that I believe will begin to pull together all of the various "broadcast" or "netcast" audio with a variety of sources. I didn't realize that Spinner had it's own player also ... although it appears to be built on Real's technology. It seems that they have built an advertising/channel selector "wrapper" around Real's G2 player. What I'm wondering is what AOL will do to further integrate and promote the union of these products. NullSoft brings MP3 and Microsoft streaming to the plate. Spinner has a fixed "directory" of content ... Nullsoft brings the dynamic directory and "micro-netcasters" into the mix. I'm trying to think through where Real is agressively going after the "small guys" to keep the "net-heads" in the mix. If they only go up-scale to the professional crowd, they'll lose the grass-roots where they came from ... I always remember the movie "Big" ... it is the perfect reminder about how to play the game ... ;-) > Even as a holder of AOL (sort of like owning a beige computer, but > at least my PC's black!), I'm rootin' for RNWK. Wow ... wish I would have listened to my brain instead of my "religious" feelings ... missed a good stock! Scott C. Lemon