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Technology Stocks : INFOSEEK (GO)

GO 11.19

-1.4%

3:29 PM EST

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To: RealMuLan who wrote (9230)	7/13/1999 2:36:00 PM
From: D.J.Smyth	Read Replies (2) of 9343

Zhang, I'm sure they'll give addtl info before any vote. But you're right it seems in the valuation of Disney's net properties - since the market has not valued any of them independently of Disney - is arbritrary at best. We know what the market has valued Seek shares at - at least before the deal. Your suggestion is a better method that what now appears to be happening. Eisner played his games before communication was so aggressive. Wonder if his old methods will work in the new world. YHOO certainly has overvalued everything it has purchased - as have other nets. where they came up with the idea that they were giving Seek a 17% premium is amazing. look at China today. If Eisner had played this game right, he would have offered $65+ for Seek then turned around and made a bang up entry of Go.Com on the market with the addition of the Disney properties. Now he's created some bad blood - everyone will be looking over their shoulders at anything that goes on giving any rise a potential dampening affect. Maybe Eisner can pull a rabbit out of a hat yet.

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