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Technology Stocks
Music Download (AAPL, ROXI, RNWK, AOL, MSFT, AMZN)
An SI Board Since July 2003
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Emcee:  Mason Barge Type:  Moderated
The online music industry is at a key point. Apple's iTunes -- reportedly selling $500,000 worth of CD-burnable downloads PER WEEK since its inception, which includes only Apple computer users (about 3% of the potential market) has galvanized everyone from little Roxio to MSFT. Combined with the RIAA's aggressive move to shut down unlicensed file sharing services (primarly Kazaa right now), with something like 75 subpoenas being issued per day, and increased acceptance of the CD-burnable single-track download (or album download)for pay, by both artists and publishers, means a critical juncture in an emerging cash-cow industry.

There are too many players to name, including a lot of little guys currently running (but without a lot of financial, technological, and/or market clout) to some very big potential or slow starters such as Microsoft, AOL/Warner, and even Wal-Mart.

My initial focused interest is in little Roxio music (ROXI) which seems to have a nice package -- it bought the Napster name for $5 million, bought Pressplay from Sony/Vivendi, owns the most popular CD-creation and editing software in the world, and has ties to both Universal and Sony (with their very good collection of music labels and artists).

I have made three posts on the AAPL board, which I am going to simply cut and paste here to get the board started, if people are interested. I think there is a lot of money to be made.
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50Ben Graham formula puts MSFT at 56. Ben Graham, the great investor said a stock johnd-4/22/2004
49Sound like a buttkicker, and maybe it is. Apple claims they make almostnothing Mason Barge-11/10/2003
48I saw an article stating that some Penn State students are unhappy about part ofMason Barge-11/10/2003
47<b>Napster, Penn State Unveil Online Music Deal</b> By REUTERS PublHerbVic-11/7/2003
46<b>Apple: ITunes Outsold Napster 5 - 1 in 1st Week</b> By REUTERS PHerbVic-11/7/2003
45<<WASHINGTON (CBS.MW) -- It's going to get crowded online. Sony and WMason Barge-11/5/2003
44I noticed that the Forbes macroinvestor, or whatever it is called (macro-somethiMason Barge-10/31/2003
43Thanks for your response!ginty7-10/31/2003
42I don't understand their business model well enough to give an opinion. I&#Mason Barge-10/30/2003
41Mason, What is your opinion on LOUDEYE? Thank you in advance. Gintyginty7-10/29/2003
40Here is an industry in which the consumer good has an infinite shelf life, is reHerbVic-10/26/2003
39HerbVic- Not really, the focus has now changed and this paper is going to be sdowen-10/26/2003
38You know, I hadn't even thought about the censorship issue. That will play dowen-10/26/2003
37Have you formed a thesis yet? - HerbVic eomHerbVic-10/23/2003
36I'm just not that much of an expert, sorry. I don't see SunnComm makingMason Barge-10/23/2003
35Re <i>Who's got this?</i> tells me that Dave-10/23/2003
34I have already PM'd some of you regarding a research paper that I am writingdowen-10/22/2003
33<b>'Watershed' for music downloads Puretracks launch</b> RoHerbVic-10/15/2003
32AOL's service has gone live. Although it advertises the "biggest colleMason Barge-10/12/2003
31"At U.S. Bancorp Piper Jaffray, Eugene Munster predicts iTunes will eventuaMason Barge-10/9/2003
30Sorry, I meant announce the launch, I can't imagine it will actually go onliMason Barge-10/6/2003
29Roxio is set to launch Napster 2.0 this Thursday. You have to think ROXI will hMason Barge-10/6/2003 has me confused. It's a subsidiaryof BuyServices which was fouMason Barge-9/29/2003
27It's already getting RealConfusing. Microsoft wants control with their own tHerbVic-9/27/2003
26Dell currently offers Roxio Easy CD and RealPlayer options, as well as MSFT'Mason Barge-9/27/2003
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