Keep it real, keep it Go2net Message Board

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Technology Stocks : Keep it real, keep it Go2net

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To: brk who wrote (4)	12/13/1999 12:22:00 AM
From: jon zachary	Read Replies (2) of 51

Message 12266615 yeah, i liked that. rambling is good. i would like to go to the shareholder meeting this year. are you going ? do you know where it is being held ? where was it last year ? (sorry for all the questions, but i definately want to go) i agree, the content across go2net is excellent. but that is just the issue, you say that content is more important, but then you take a look at yahoo's revenues at $387.5M, versus $12.7M to go2net. yahoo certainly didn't get that big through content alone, they spent big $'s on advertising/marketing to bring users to yahoo, and spent big $'s on name branding.. do you think that go2net in the long run can catch up to yahoo and possibly outpace them later on ? it seems as if the model go2net has been following (probably obvious to you) is to buy undervalued and closely held companies. these companies often bring a substantial amount of users to the go2net network. for example, i used 100hot before go2net bought it. after the acquisition, i was introduced to the entire go2net network just by being a user of 100hot. essentially they bought me as a user of the go2net network. they did not bring me here through advertising or marketing. the thing is, if you look back at their 1999 expense to advertising, (like $2 million) then compare that to money spent on acquisitions in 1999 (see brief list below), you could positively say that Go2net's growth startegy is based 99 % through merger's and acquisitons. interesting..  Bought Virtual Avenue for $23 million in go2net stock.  Acquired Authorize.net for $91 million in cash and stock.  Invested $20 million with P.A. in commtouch software.  Acquired dogpile for $55 million in cash and stock.  Bought IQC.com for $20 million in cash and stock.  A $5 million investment in click2learn  Bought freeyellow.com for $20 million in cash.

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