e-Commerce the Next 100 Months...... Message Board

STOCKTALK

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.

Strategies & Market Trends : e-Commerce the Next 100 Months......

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: AugustWest who wrote (849)	4/30/1998 9:46:00 AM
From: cm	Read Replies (3) of 2882

Of Course, You Can Count On SEEK Good News Just When... I was getting tired. Okay, not confirmed yet, but it looks like SEEK's gotten an upgrade... from hold to buy by CS First Boston. At least, that's what I just heard. Confirmation to come later. I don't know if that changes the portfolio gameplan... Just so everybody knows: * Within two weeks, SEEK will announce, most likely, its newest purchase of an online community. * SEEK's got deals in the pipeline--fairly significant channel sponsorship stuff. * The NSCP resolution--which could or could not be SEEK-friendly will probably play itself out in the next two weeks. That's why I originally suggested "an inside three weeks" scenario for getting out of the SEEK position. But, and I'm not trying to muddy the waters any muddier than they already are, I think trimming the SEEK and XCIT positions by 50% today remains a good play. We don't NEED all the gravy. And it would be better, I think, to pocket some of the still-fairly-good profits... Best Regards, c m

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next