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Technology Stocks : INFOSEEK (GO)
GO 10.27+0.1%Dec 26 3:59 PM EST

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To: Sowbug who wrote (5481)4/30/1998 6:35:00 PM
From: cm  Read Replies (1) of 9343
 
Oh, Sowbug, You Would Put A Tough Question...

I don't how to begin to answer it, either.

If I were SEEK, and 26% of my site visitors were attributable
to NSCP referrals, I'd have to weigh a couple of things. Can
I go out on the market--like the WBS deal--and buy enough eyeballs
for less money than what NSCP is making me cough up? The answer
is: maybe, maybe not. But, it would take time to cobble together enough
of such deals, at least, that's my impression. The advantage
of course of such cobbling together is THAT YOU ARE TRULY BUYING
THE EYEBALLS, not renting for two years.

Is NSCP gonna take an equity position in SEEK? That's another
consideration.

Yet, another question: Will SEEK become the hidden partner
behind NSCP's self-branded search engine? If so, then am I
even truly RENTING eyeballs? Or am I selling my services to
NSCP... NSCP becoming sort of a reseller for a wonderful search
engine, preferred by many in academia and so on? And if I'm
no longer even RENTING EYEBALLS thus somewhat building my own
brand... then why wouldn't I insist on cobbling together other
deals under MY BRAND for crimeny's sake?

And, to round off my question-festivus, is THIS GOING TO
BE MORE OF A MERGER than anything else... not just renting
eyeballs or becoming a "hidden partner"... but COLLECTIVELY
BUILDING SOMETHING NEW... a Netcenter property that takes the
best of each other's capabilities and creates a force to
be reckoned with... even creating a joint-venture if you will
out of NetCenter that then gets spun off as an IPO to everybody's
profit...?

I know, Sowbug, I'm really evading your questions.

Like I said at the beginning, I haven't a clue about the
shape of this stuff... and how it might all come together or
not... Sorry to ramble so. Low blood sugar...

Fascinating time in Web land...

Best Regards,

c m



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