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Technology Stocks : INFOSEEK (GO)

GO 10.11

-0.4%

Dec 31 3:59 PM EST

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To: kgreen who wrote (8272)	11/23/1998 8:02:00 AM
From: Anaxagoras	Read Replies (1) of 9343

To all: Nice little article over on MSNBC on how the merger will affect stocks: msnbc.com It's interesting the SEEK is not mentioned in the following, which I find odd. BTW, we now know why the SEEK-NSCP relationship needs to be redefined. <<< What happens to the portal plays? Yahoo is the reigning king of Web traffic by some measures, but simply combining the Internet audiences of AOL (owner of AOL.com) and Netscape (purveyor of its Netcenter site) would create a mammoth rival. Would the new marriage prompt some sort of courtship between Microsoft, the other browser distributor, and Yahoo? And what about Excite and Lycos, two other Internet-gateway providers that rank behind Yahoo? Excite has a close relationship with Netscape, supplying its Netcenter portal with search and other services, and guaranteeing the company $70 million in ad revenue over two years. How a possible AOL alliance might affect that deal - and Excite's market position — is unclear.>> Anaxagoras

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