The Party's Over? REALLY...
Ummm, one party is certainly over... the frenzied
run up... etc.
But, the BIG WEB PARTY is just beginning for SEEK,
XCIT, and others. I just got through reading Motro's
remarks in IBD about the "secret software"... interesting.
And because it comes from Motro as opposed to, say,
an Australian financier (see NETZ), I tend to believe
it might be much more than vaporware. I also enjoyed
Motro's comments about the shared infrastructure (sales
organizations, for example) between WBS and SEEK.
Backing up a moment, though, the sector is suffering
from a very common disorder called "me-too-ism": they're
all copying each other, etc. XCIT tends to buy its
competitive advantages. SEEK, because of Steve Kirsch
and a strong technology base, may actually be able to
grow its own competitive advantages, i.e., secret
software... which oddly enough sounds like something
Jack In The Box might offer on its burgers. I'd love
to hear speculation as to what this software might
be able to do. (Hint: For the software engineers among
us, there MIGHT be a hint in SEEK's own job listings.)
We shall see. Mourning the death of Frank
Sinatra...
Best Regards,
c m
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