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Technology Stocks : Excite [XCIT], an exciting stock to own in 1999!

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To: chirodoc who wrote (550)11/11/1997 2:37:00 PM
From: robin li  Read Replies (1) of 3183
 
<<<<<....today's barrons had a roundtable on technology. it was stated by a respected
mutual fund manager that it would be easy for a msft or AOL etc. to have their own
search engine.

Well, it is easy to have a search engine, but it is not easy to
have one that can compete with XCIT, SEEK etc. AOL had one, which
is called WebCrawler, they could not survive, so it was sold to
XCIT.

<<<<< ....what would happen to all of them if msft entered the search engine business big
time? they are in the process of catching up to netscape fast and msft network is
turning around. msft could shake up the engine business.

If search engine is a market that MSFT has to compete in order to
survive, it would be very dangerous for the other guys. NSCP was competing with Windows in the eyes of MSFT.

Search engines are media companies, they do not compete in the
operating system area, not even in the software sector.
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