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Technology Stocks : INFOSEEK (GO)
GO 10.05+0.4%Dec 22 3:59 PM EST

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To: Smart Investor who wrote (8595)12/19/1998 1:56:00 AM
From: chirodoc   of 9343
 
when looking at seek vs. amazon you
are making a comparison that could make you crazy
why compare ford motor company and netscape?
they are two totally different businesses
seek and amzn are totally different
amazon is the barnes and noble of the web
seek is a media portal

i agree with jonathan cohen
in a few years seek will be worth as much
or more than amazon

right now seek is fairly priced to underpriced
amazon is overpriced

this is based on margins and future earnings
amazon margins are razon thin--portals have fat margins
that is a huge difference and gives seek, yhoo,lcos, etc., an edge

curtis

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