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No. of Recommendations: 2
From "The Gorilla Game"

"...we believe that the internet, as a generic catagory, is still undervalued and will continue to be for years to come."


we believe that the internet, as individual stocks, is temporarily overvalued and that this will correct in the relatively near future."

Darwin, the Open Source release of the Mac
OS X Server operating system foundation, is proving popular with
developers: since its launch a month ago there have been over 160,000
downloads of Darwin source code components and over 20,000
developers have registered on the Darwin Web site

That's 160,000 downloads of the source code. Those are developers writing software and creating a value chain around a proprietary open architecture that is TAKING OFF.

There is yet to be that one company around which can form a value chain that will encompass all the promise of the internet. But what aspect of that promise is most promising? Streaming media? Maybe.

Real Networks, you say? Have they opened their source code for developers? Will they be able to leverage that advantage in the future?

I'm no expert, but this looks promising to me.
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