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Technology Stocks : The Veritas Forum

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To: C who wrote (7)11/6/1996 11:08:00 PM
From: Marco Polo   of 41
 
On Lycos, I am extremely..... neutral.

Price-wise it appears undervalued BUT I haven't seen many innovative products come from their end. I mean, they aren't Excite or anything, but I put them in the same class as Yahoo.

Being that Yahoo's market cap is currently about $400-$500M and Lycos' is around $150M, that makes Lycos undervalued, relatively speaking.

Infoseek just looks like the best web stock to be because to this point they have been the innovators. They seem to be on the ball there, and they have certainly taken an early lead on The Web.

It is only a matter of time (and a short time at that) before Infoseek's stock passes that of Yahoo. Granted, Yahoo's revs are higher now, but it's not earnings OF THE PAST that we are to be investigating here....

Okay, if you don't stop tantalizing me with that cheesecake talk, I'm going to self-destruct....... 7... 6....... 5.... 4....... 3... 2..

But I'LL TAKE YOU UP ON YOUR OFFERS anyway!

~Ben
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