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Technology Stocks : INFOSEEK (GO)
GO 10.07+3.5%Feb 6 9:30 AM EST

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To: cm who wrote (6050)5/12/1998 8:54:00 PM
From: cm  Read Replies (1) of 9343
 
While I May Have Misinterpreted Your Tone...

Your point in beginning a post with a somewhat contentious
statement might be?

This is dangerous territory. But, if I may speak for at least
some of the group here, I don't think any of us labor under
the delusion that these CONCEPTS are NEW. (Nor would I think
you would labor under the delusion that observing that SEEK
seems a little slower than others is anything but a bit of
stale bread, as well.)

I don't think we need to worry TOO MUCH about SEEK just being
a SEARCH ENGINE either... although, I sense another stale piece
in here as well... SEARCH ENGINES AS COMMODITIES, etc... one
of the more popular misconceptions and I think soon to be woven
into every puff piece from those search engine companies whose
underlying technology is a bit also-ran. An effective and
powerful search engine capability will remain a premium offering
for at least a while... certainly while whole flocks of newbies
head on line and want to get around with ease. And as a capability
and PRODUCT goes, it's still quite valuable... as witnessed by
the surge (no other word for it) in SEEK's server product sales
for inter, intra, extranets.

That said, "portal" and, now thanks Zona Research, "portalnomics"
is the rant of the day. And SEEK, in what right now looks a lot
like me-too-ism (which is what you see a lot of in emerging
industries) is in the middle of all that. It's not ahead.
It's not really behind. I'd say its in the deep middle. Awaiting
new deals. And, I gather, more of an emphasis upon e-commerce.
We, SEEK LONGs that is, have seen glimmers of Motro the deal-maker
and negotiator (WBS and DT) and Motro the deal-killer (NSCP);
both of which are positive developments, to my mind at least.
But, we need more. Obviously.

Oh, well, if I've misread your tone, my apologies. I prize
civility almost above all else.

Best Regards,

c m
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