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Technology Stocks : Will Zapata ZAP the Internet.....
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To: RJC2006 who wrote (3)7/14/1998 1:35:00 PM
From: Ed Diaz  Read Replies (1) of 45
 
Thanks for your comments. I agree with you that there doesn't seem to be clear pattern for their acquisitions. They aren't focused into any one area, (i.e. retailing, web software development etc.)

I hope their current strategy is not an indication that they are throwing money at the web indiscriminately hoping that something will stick. I would like to see a pattern emerge and a potential for position dominance. Right now that just isn't the case. They are far from the next YHOO. I hope they read these threads. Best of luck to you.

Ed

p.s.
I took a small position in FVCX, one of the recently announced purchases and it is doing OK.
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