Lycos Message Board - Msg: 7499993

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Technology Stocks : Lycos

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To: Joe E. who wrote (1438)	1/26/1999 8:30:00 PM
From: Scrumpy	Read Replies (1) of 2439

Long term it reads bad to me, but I'm not an expert on advertising revenue. And I don't expect Lycos to wax "independent" philosophical dribble for too long. I expect 'em to get "assimilated" when an appropriate suitor shoves enough cash in it's face - sooner now that Alta Vista is on the block. Today's news left me perplexed. Either Lycos just (a) head-faked us all to see who would lunge (or bail) on the news - i.e. testing the volatility waters or (b) walked from a low (GE) offer (leaving AOL and big fat Yahoo to buy more of!!). GE strikes me as an odd parent and "conservative" (not sure why "conservative" comes to mind) so if I were a stodgy manager wanting to make a splash, I'd consider AOL first (more predictable revenue-generating base, consumers, etc...I guess). Though, Lycos apparently has better "numbers". Scrumpy

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