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Strategies & Market Trends : e-Commerce the Next 100 Months......
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To: jjs_ynot who wrote (1752)11/22/1998 9:44:00 AM
From: chirodoc  Read Replies (2) of 2882
 
selling seek could be great, short term
and a loser, long term
seek is disney
in 2-5 years the net will be like TV
not like this
not a bunch of hackers and chatters
it will be mom and pop
the kids in front of the TV/NET
interacting with mickey and minnie
guys trying cycber test drives of cars
women shopping for furniture
dave and ed watching the football game
look what is happening with cable
TCI ATT AOL in their catfight over who
controls broadband
this is the reason, regarding ATHM:

"The Company has entered into distribution arrangements for the @Home service with 16 cable companies in North America whose cable systems pass approximately 57.3 million homes, including TCI, Cablevision, Comcast, Cox (together with TCI, Cablevision and Comcast, the "Principal U.S. Cable Partners etc.............As of September 30, 1998, approximately 10.0 million of the homes served by these Cable Partners were passed by upgraded two-way HFC cable, and the Company believes that the Cable Partners will complete the upgrade of systems passing a majority of their homes within five years....."

i am betting on the net being
a super television
i will sell some seek on rallies
but buy back on the dips
long term the winners will be
the big boys, and disney will be there

curtis
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