Technology Stocks | RealNetworks (NASDAQ:RNWK)


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To: esecurities(tm) who started this subject9/26/2000 6:59:56 AM
From: Roy F   of 5843
 
RealNetworks and HP Announce Agreement to Deliver Streaming Media Solutions To Enterprise Customers Worldwide

Solutions to Offer Enterprise Customers Integrated Approach to Providing Digital Media Services


September 26, 2000 06:00 AM Eastern Time
PALO ALTO, Calif. and SEATTLE, Sept. 26 /PRNewswire/ -- RealNetworks(R), Inc. RNWK and Hewlett-Packard Company HWP today announced an agreement to deliver robust, scalable, streaming media solutions featuring RealNetworks' RealSystem(TM) on HP-UX 11 enterprise servers. RealNetworks and HP will jointly market and sell targeted solutions that integrate RealNetworks' streaming media technology with HP's products and services to corporations and their service providers. In addition, HP will internally deploy RealSystem as its preferred streaming media solution, providing employees with high quality streaming media training and corporate communications.
These solutions offer enterprise customers an integrated approach to providing digital media services for broadcasting interactive multimedia content over the Internet and intranets to reach employees, customers and prospective customers anytime, anywhere.

"This agreement between RealNetworks and HP signifies a leap into the world of streaming digital media for the Unix community," said Jeff Pancottine, senior vice president, Media Systems, RealNetworks, Inc. "The power of industry-leading RealSystem, paired with best-in class HP enterprise servers, provides enterprise customers with an ideal solution for internal and external communication and commerce."

"We chose to work with RealNetworks to bring streaming media solutions to our customers because RealSystem(R) is the most scalable and open technology -- exactly what our customers are demanding," said Nigel Ball, vice president and general manager for HP's E-services Partner Division. "The HP-UX platforms running RealServer deliver extraordinary performance and address the rigors of demanding Internet environments with their outstanding scalability, high-availability and management capabilities. For this same reason we chose to use RealNetworks as our solution of choice for corporate communications and training across our organization."

"Madge.web(TM), a global provider of rich content applications and managed network services, is pleased to see two world-class vendors, RealNetworks and HP, teaming together to provide rich content solutions," said Harry Wilson, vice president, Network Architecture at Madge.web. "We have had excellent results running RealNetworks' RealSystem on HP NetServer systems in our Madge Broadcast Network, a pan-European network with full media streaming capabilities."

RealSystem solutions for the HP-UX operating system are available immediately. For more information visit the RealNetworks Web site at realnetworks.com. 

About HP

Hewlett-Packard Company -- a leading global provider of computing and imaging solutions and services -- is focused on making technology and its benefits accessible to individuals and businesses through simple appliances, useful e-services and an Internet infrastructure that's always on.

HP has 86,000 employees worldwide and had total revenue from continuing operations of $42.4 billion in its 1999 fiscal year. Information about HP and its products can be found on the World Wide Web at hp.com. 

About RealNetworks

RealNetworks, Inc., based in Seattle, is the recognized leader in media delivery on the Internet. It develops and markets software products and services designed to enable users of personal computers and other consumer electronic devices to send and receive audio, video and other multimedia services using the Web. Consumers can access and experience audio/video programming and download RealNetworks' consumer software on the Internet at real.com.  RealNetworks' systems and corporate information is located on the Internet at realnetworks.com. 

NOTE: RealNetworks, RealServer and RealSystem are trademarks or registered trademarks of RealNetworks, Inc. All other trademarks or service marks are properties of their respective owners.

HP-UX Release 10.20 and later and HP-UX Release 11.00 and later (in both 32- and 64-bit configurations) on all HP 9000 computers are Open Group UNIX 95 branded products.

UNIX is a registered trademark of the Open Group.

SOURCE RealNetworks, Inc.

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To: Turs who wrote (5462)9/27/2000 10:26:36 PM
From: Scott C. Lemon   of 5843
 
Hello Turs,

> Scott - it does sound like you have some deeper
> understanding of the mechanics of these technologies. So,
> thanks for your contribution.

Thanks ... I'm working on developing a strong understanding, and a lot of experience, using these products and technologies. I'm glad it's of some value ...

> What I didn't see is an opinion regarding which technology
> you consider to be superior (sounds like you're leaning
> towards Apple) and whether you would buy RNWK (since this
> is the board for that stock).

So this becomes an interesting question. Currently, I have to admit that I am very impressed by the progress of MPEG4 as a codec standard. It is very competitive with the proprietary codecs offered by Real8 and Microsoft7.

I believe that the core technology of highly compressed video is starting to become commodity to a certain extent. So then you have to move to the delivery mechanisms, billing systems, and attempts as copyright protection.

Because of the OS standard that Microsoft has, I have to admit that they have an advantage over the others. Real seems to claim more growth in partners and players downloaded. I'm hearing complaints from some content providers about the pricing of RealServer ... they charge by the stream. Microsoft is moving quickly and providing very nice tools. Apple seems to be taking the complete standards play, and they are agressively promoting the amatuer video production crowd ...

I am in REAL at a split adjusted ~$3/share ... so I'm happy with my current investment and am not sure if I'm going to buy more at these levels. I still think highly of Real as an organization.

Scott C. Lemon

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To: Scott C. Lemon who wrote (5464)9/28/2000 8:38:59 AM
From: Roy F   of 5843
 
RESEARCH ALERT-RealNetworks rated buy

September 28, 2000 08:10 AM Eastern Time
NEW YORK, Sept 28 (Reuters) - W.R. Hambrecht said analyst Bill Lennan rated Internet media software maker RealNetworks Inc. RNWK a buy on Thursday.

-- 12-month price target $62.

-- in an investment summary, analyst said, "The recent selloff in RNWK shares offers long-term investors an attractive entry point."

-- shares closed at $36-1/4.

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To: esecurities(tm) who started this subject9/30/2000 8:39:39 AM
From: Roy F   of 5843
 
Content may be the Real difference

cbs.marketwatch.com 

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To: Scott C. Lemon who wrote (5464)9/30/2000 6:27:56 PM
From: Lee   of 5843
 
re: "I believe that the core technology of highly compressed video is starting to become commodity to a certain extent. So then you have to move to the delivery mechanisms, billing systems, and attempts as copyright protection."

Scott,

It seems you are beginning to see a shift in the digital streaming landscape. I believe I see that too. On the one front I am seeing more and more video on the net and more and more it is non-REAL format.

Of note, the REAL format I do see sets itself apart by the enhancements around the video both in terms of the producers’ ability to promote themselves as well as SMIL activities of streamed interactive content and hot links. At the moment, what I would call this enhanced video streaming experience I only see with REAL.

Hence, my confidence in REAL's ability and future at this point is perplexed primarily because I expected the industry and technology to be further along. At this point, I am now not sure who or how it will be defined.

I still think we have a long way to go with this technology and therefore was somewhat surprised by the "commodity” statement. I very much respect your insight to this industry and would ask that if you have the time could you elaborate more on this thought about streaming technology as a commodity.

Thanks,
Lee

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To: esecurities(tm) who started this subject10/4/2000 1:05:00 AM
From: Thermidor   of 5843
 
Link to ON24 article

biz.yahoo.com 

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To: esecurities(tm) who started this subject10/4/2000 1:06:01 AM
From: Thermidor   of 5843
 
Part of the recent drop in share price might be linked to another negative tech article at Forbes telling people to short RNWK. I have provided link to ON24 article which quotes analysis defending Real.


biz.yahoo.com 

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To: Lee who wrote (5467)10/4/2000 1:39:19 AM
From: Scott C. Lemon   of 5843
 
Hello Lee,

> It seems you are beginning to see a shift in the digital
> streaming landscape. I believe I see that too. On the one
> front I am seeing more and more video on the net and more
> and more it is non-REAL format.

Yes. One of the areas that I have been very interested in is the "underground" movements that occur on the net. Although Real led the market in the whole audio market (which prompted my early *buy* into REAL years ago!) they failed to recognize and capitalize on the massive movement in MP3 until late. And the key to MP3 was that it was free. Although they brag about the usage of their MP3 products, I'm really not sure that I believe many of the numbers ... the products such as WinAMP, SHOUTcast, and Live365 have a large following and are providing alternative solutions ... and of course Napster has created quite a stir.

I believe that video is just starting to enter into this space. The tools are becoming available, and I don't have to pay much for any of them. And the wave is just starting, IMHO. If you are watching the emergence of DivX (an underground MPEG4 video codec project) things are just starting to heat up.

> Of note, the REAL format I do see sets itself apart by the
> enhancements around the video both in terms of the
> producers’ ability to promote themselves as well as SMIL
> activities of streamed interactive content and hot links.
> At the moment, what I would call this enhanced video
> streaming experience I only see with REAL.

I agree that they offer some nice tools to produce some more complicated "portal" types of video. The experience is coming together ...

I am seeing other types of "Software ReplayTV" or "Software Tivo" products appearing on the market, and I am impressed at the directions that these products are going. They are moving more into downloading high-quality video and creating your own "disk cache" of your own custom "channel" ... something that is very powerful.

> Hence, my confidence in REAL's ability and future at this
> point is perplexed primarily because I expected the
> industry and technology to be further along. At this
> point, I am now not sure who or how it will be defined.

Yes ... I've been looking for the places and angles where Real will continue to dominate. I'm afraid that if they do not improve on their support for "grass roots" movements they will be eclipsed by other video technologies. The codec wars are starting, and Real8 is a proprietary codec vs. MPEG4 ... and they both look extremely good. The server technology is a proprietary version of RTSP/RTP ... and companies like Entera are coming along. As for content distribution networks, these are being quickly enhanced also. So I'm looking for the long-term revenue model that they are creating.

Don't get me wrong ... I understand that they are still the dominant player and have a lot of content! ;-)

> I still think we have a long way to go with this
> technology and therefore was somewhat surprised by the
> "commodity” statement. I very much respect your insight to
> this industry and would ask that if you have the time
> could you elaborate more on this thought about streaming
> technology as a commodity.

What I am seeing is that the proprietary codecs are getting a lot of pressure now. Studios do not want to archive their digital data in a proprietary format ... they are all using Motion-JPEG, MPEG2, and soon MPEG4.

On the server front, many of the ISPs and providers are looking at Microsoft due to the "free" pricing of the servers. And Real is charging a "per stream" price ... I believe that we will continue to see this market collapse as streaming video servers become as common as web servers. You don't hear too much about people "selling" web servers anymore ... ;-)

So as these core components become "commodity" I again have to look to see where Real will continue to generate revenue. It's going to be interesting to see.

Just some thoughts ...

Scott C. Lemon

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To: esecurities(tm) who started this subject10/4/2000 8:04:53 AM
From: Roy F   of 5843
 
RESEARCH ALERT-CSFB upgrades RealNetworks to strong buy

October 4, 2000 07:59 AM
NEW YORK, Oct 4 (Reuters) - Credit Suisse First Boston said on Wednesday that analyst Heath P. Terry had upgraded Internet media software maker RealNetworks Inc. RNWK to strong buy from buy.

In a research note, he said: -- his 12-month price target is $75.

-- expects the company to report third-quarter earnings per share, excluding goodwill, of 4 cents.

-- "Recognizing the long-term potential for streaming media, we suggest investors take advantage of this short-term weakness in share prices," he said.

-- sees full-year 2000 earnings at 19 cents per share, and 2001 earnings at 22 cents a share.

-- RealNetworks shares closed at $32-5/16 on the New York Stock Exchange on Tuesday. Their 52-week range is $29-10/16 to $96.

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To: Roy F who wrote (5471)10/4/2000 8:09:43 AM
From: KevRupert   of 5843
 
What was up yesterday? RNWK down $5. That's more than a down NAZ day. To tough to sleep with this stock given the competition is giving away their own product line.

RNWK can announce all of the deals they want. Day in, day out. The bottom line is the competitor has a free product.

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