Excite [XCIT], an exciting stock to own in 1999! Message Board

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

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To: Keith J who wrote (1069)	3/4/1998 11:14:00 AM
From: Keith J	of 3183

Below is Keith Benjamin of Robertson Stephens, commenting on the recent Technology Conference: <<Excite's CEO George Bell inspired the audience with his perspective on how advertisers and direct marketers are connecting with Web consumers. His go- big-or-go-home strategy seems to be showing payback, as Excite closes the gap with Yahoo! in revenue, if not stock valuation terms. Excite has been beefing up its channel content through multiple content deals, attracting more people to stay longer. It has been aggressive in the acquisition of audience and technology. Its recent MatchLogic acquisition should help Excite unleash the direct marketing potential of the Internet. We believe Excite is using media and marketing effort to nail down profits. We would continue to be aggressive buyers of the stock.>> KJ

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