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Strategies & Market Trends : e-Commerce the Next 100 Months......

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To: jjs_ynot who wrote (1105)6/7/1998 1:50:00 PM
From: cm  Read Replies (1) of 2882
 
I Agree, But...

Remember, they bought WBS for a song. Pushed away
from the NSCP table... but did have to make an investment
to remain on NetCenter for a while.

Motro said at the top of the quarter there was another
online community purchase in the works... but it hasn't
materialized. I also think SOME of that war chest will
be drained when the final terms of the Deutsche Telekom
deal come to light. The LACK of details... or contract
language... following the Memorandum of Understanding...
has created a bit of an overhang on this stock... IMHO.
There have been unsettling developments in the German
online market... the porn case, etc. So, I wonder when
DT's T/Online and SEEK will get their deal finalized...
bringing 2-3 million new eyeballs to SEEK.

As for the war chest just sitting... I'd like to
think its been earning some interest...<g>

Best Regards,

c m
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