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Technology Stocks : INFOSEEK (GO)
GO 11.00+1.1%11:16 AM EST

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To: Mark Duper who wrote (7340)7/26/1998 9:41:00 PM
From: cm  Read Replies (2) of 9343
 
Great, Informative Post... Gets Me To Thinking...

The part that runs like this..." Profits will come because of the margins of a software company and high margins of the internet co."
reminds me of something I leaked here a while back.

SEEK's Java Server is coming. Further, I expect more SOFTWARE PRODUCT INNOVATIONS to hit the street by
December and first quarter of next year. Starwave has its own
proprietary set of Java tools for e-commerce and user profiling
etc. Earlier this year, in January and even a little bit later, Starwave
talked about releasing these powerful tools... but, to my knowledge,
that never happened. They've got something called "Bulldog" which
I think is a Web authoring tool.

This is yet another overlooked aspect of this deal. And one I
think will not be overlooked when we're looking back from the
vantage of a year from now. Margins are good in their software
product space.

Best Regards, Good SEEKers,

c m
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