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Technology Stocks : INFOSEEK (GO)

GO 11.07

-2.9%

Dec 10 3:59 PM EST

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To: emichael who wrote (567)	10/12/1997 11:32:00 PM
From: Maya	of 9343

Banyan's Hidden Value: Switchboard.com --- Yahoo recently bought Four11.com, a Switchboard's competitor, for $100 mil. Banyan has 92% Switchboard where AOL has 8%. So the potential play is that you buy Banyan cheap (at less than 1x sales for the parent company with good internet directory and messaging technologies plus new management) --- you get Switchboard.com for FREE (it's one of top 15 websites), which could potentially yield a Similar Valuation to Yahoo's FOUR11.COM, perhaps MORE, as Switchboard has higher traffic and more technologies behind it. At $60 mil mkt cap or $3.5 (BNYN), you get Banyan for = 0.8x sales + $100 mil potential for Switchboard + some year 2000 jobs Banyan in 98 + potential turnaround by new managment === price at $9 +++ ???

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