cm...Good evening...I read the ZDNet article....Of course, sometimes we see into something that we want to see, so with that in mind I liked the part of the article where the one analyst felt there were "more efficient ways" for DIS to generate traffic than this...I wonder was he thinking more efficient than buying into a "search/portal" company or XCIT in particular?
As far as rumors go there are often talks of mergers or acquisitions that are rumored, but are never publicly acknowledged by the two parties, and may or may not come to pass...
Sometimes deals are actually acknowledged by both parties to be in the making, and have the appearance of getting close to culminating then there is the announcement that talks have broken off - end of deal...
Then there is the rumored, but not confirmed, idea that more than one company may be vying for a particular merger...There's truth to it but no one is saying for sure who is going to get what, because a decision by one or more parties has not been made yet...And whether it's Dow Jones, Wall Street Journal, Red Herring, or ZDNet speculating as to who the front runner is, you can't actually "count the chicken before the egg is hatched".....NSCP choosing a partner here recently reminds me of this category....NSCP was actually talking to several SE players and until a final decision (by all players) was reached none of the other Wall Streeters, who were reporting on who they thought the partner would be, were right....Everyone thought SEEK was going to get the "honors", instead XCIT got the dubious distinction...
Therefore, I said all that to say this, is it possible XCIT was down today, even with this rumor, and SEEK was not, because XCIT was written about in one "e-rag" by one reporter and the Street discounted it's validity?
Stretching one's imagination even further, could it be possible SEEK is the better candidate, half the price at least, for starters?
Enough imagining for now, but one thing for sure, on a percentage basis SEEK fell the least of the big 4 SE Portals today, for a change,...That is rather curious...
Regards, George |
