The Roaring Twenty 1998 Message Board

STOCKTALK

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Technology Stocks : The Roaring Twenty 1998

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To: Dale Baker who wrote (278)	1/10/1999 11:48:00 AM
From: White Shoes	Read Replies (2) of 338

I am definitely not sure about GCTY. It seems like it has tons of competition. Very low barriers to entry, and there are many innovative new services offering free home pages out there. GNET has so much more going on. In a way, it's a bet on management too, the management that has had the foresight to buy SI and several other winning businesses. Then again it may be fully valued. Another high-priced favourite is of course XCIT. In the game of free home pages and so on, XCIT's "Communities" actually seems like a nice little alternative. It offers more of a club atmosphere and theoretically it could even be used for work groups for people who run small businesses or are interested in professional collaboration...thus offering a free alternative to something NSCP offers. It seems as long as you are in this game growth is rampant and there are always new rabbits to be pulled out of the hat...which makes it tough to talk valuation...all of GCTY, GNET and XCIT are good companies with brand recognition but I see GCTY as the most one-dimensional and likely the most overvalued.

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