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Technology Stocks : INFOSEEK (GO)

GO 10.21

-0.6%

Dec 29 3:59 PM EST

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To: John Y.F. Lee who wrote (5949)	5/8/1998 8:35:00 AM
From: Tom Klempay	Read Replies (1) of 9343

I do not see much benefit to the bottom lines of the SE's. You're probably correct about this now, but if you saw Motro yesterday on CNBC, I think you'd agree that he's not too worried about it short-term. He likens the current portal/SE industry to be in the same state that cable was in its early days where advertisers paid pennies compared to the dollars that they are paying today. He fully expects advertising rates to rise as the Web reaches out to even more audiences. That's one reason that I've invested in this industry. Happy SEEKing... -tk

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