<<OT: Update On Thread Anarchy>>
Just tapped in SEEK on the SI Stock Talk search here and noted that
the rebel, breakaway Rudy-sponsored thread did NOT appear. Perhaps, the
anti-Saju thing got it taken off. Anyway, I think it had a total
of 9 posts before it was yanked... fully five of them from our
friend, Rudy. Well, so much for anarchy.
Rudy, you're still welcome here.
As for Robert Pope, couldn't agree with you more. Now, a few
other things to ponder...
* UNLESS I'VE GOT MY MATH WRONG--which the IRS would definitely
agree with--SEEK's got 3 million more shares in its float. I never
was wholly certain about his point: are these not NEW shares? In
which case, mightn't they not help "reduce" (wrong word, I know)
any loss per share? Of course, if these aren't new shares... then
my little hypothesis is DEAD WRONG. Not the first time. Definitely
not the last.
* AS A YAHOO!SEEK POSTER POINTED OUT--some of Yahoo's own
record earnings were attributable to return on investments. Wonder
what sort of money market rates one could get on SEEK's $40 million
from the SPO... or $35 million, for that matter. Kind of looks
like they might have been wise to buy some of their own bloody
stock. Good, steady investment for the first part of this year.
And one that will continue to perform for years to come.
* XCIT RELEASES EARNINGS NEXT WEEK--and, good folks, just as
I was relatively confident of Yahoo!, I am EVEN MORE confident
that XCIT's going to beat the Street. XCIT's got some serious
revenue-sharing deals that should start showing up, I think, in
this announcement. Obviously, this will continue
to create the ocean's rise that lifts all (search engine) ships.
BTW, Keith Benjamin of BARS still says the price target for XCIT
is $85... or was it $95? In either case, it's a good trip from
where the stock sits today.
* FINAL THOUGHT FOR NOW: Sorry, it's a repeat: COMMUNITY,
COMMUNITY, COMMUNITY. Give the people reasons to think of themselves
as SEEKers and incentives for returning to the SEEK site. Breads
and circuses. Events and such. This will create a site that
is primed for direct marketers who will in turn cut great revenue-
sharing deals and banner advertising deals and strategic alliances,
etc. Advertisers want a CONTEXT for what they do. They also
want a place where people will linger... thus leveraging the branding
and commerce effects of their banners and interstitials, etc.
SEEK, are YOU listening?
Best Regards & Relaxation,
c m |
