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Technology Stocks : INFOSEEK (GO)

GO 9.880

-3.9%

Dec 18 3:59 PM EST

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To: Craig Rogers who wrote (2046)	1/26/1998 9:52:00 PM
From: Tom Klempay	Read Replies (1) of 9343

-- noted fourth quarter traffic reached an average 12.5 million page views per day, up 25 percent from 10 million in the third quarter. I finally got the time to listen to the conf call and catch up on the SEEK thread. Good to see that SEEK is bouncing back. Here's some of the things I jotted down from the cc. - SEEK said that they believed December page views were lower than they could have been due to fewer people at work over the holiday season. They said that a recent January day was in the vicinity of 17 million page views. - Only 29% of their traffic is routed from the Netscape sight. This number has been declining over the past few months. - Only 6% of their revenue is generated from UltraSeek licensing - Management team was really boring as they were reading from their scripts. Then again, how exciting can reading financial tables be? - At the end of the conf call, they thanked everyone for listening and asked that the analysts stay on the line for further briefing. It would have been nice to have been able to hear what was discussed offline (Bruce, did you hear any of that?) - I didn't hear a single mention of the stock offering which I thought was strange (did I miss it???) -tk

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