SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : INFOSEEK (GO)
GO 9.540-0.1%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Craig Rogers who wrote (2355)2/12/1998 3:15:00 PM
From: MGS  Read Replies (2) of 9343
 
I'm in again with ~half my original position. The momentum has changed and in particular:

1) New Microsoft Start sites aren't ready yet; they have been released to a limited number of B-testers (40,000 people) and aren't accessible via the Internet without password. So MSFT isn't selling ad here and all is postponed to next summer.

2)I've been noticed that ML had planned to make the SPO in the range-price 11-13$; the offering is completely sold-out, and the demand has been very strong

3) The momentum of the search engines stocks is still strong, and there are some sign that this quarter could be not too much slow as planned.

4) The gap between the other competitors is still deep, and even CNWK has a larger market cap (< half SEEK page-views, lower revenues, lower growth --but higher CPM--)

All in all I see that the global situation for SEEK has improved significantly and we could see 16$ after SPO. ML & BTAB will surely sustain the stock to make the SPO a success.

Best regards
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News