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Technology Stocks : Lycos -- Ignore unavailable to you. Want to Upgrade?

To: getgo234 who wrote (2176)	6/22/1999 3:31:00 PM
From: Guardian	Respond to of 2439

one might be dw's disenchantment/break with lycos ceo

To: getgo234 who wrote (2176)	6/23/1999 2:08:00 PM
From: Toby Zidle	Read Replies (2) \| Respond to of 2439

<CNBC reported earlier today that CMGI is rumored to have an interest in some of CPQ's assets including Alta Vista, the ISP.> First off, I don't think Alta Vista is a Service Provider (ISP); it is a search engine. LCOS is a portal, which may include one or more search engines. This is not necessarily a competitive conflict. Alta Vista is one of the biggest and best search engines in the business. I think CMGI would be making a shrewd investment. Even if one goes with your concept <Why buy Alta Vista and build up the product when Alta Vista is in direct competition with LCOS?>, isn't this much like AOL buying out its competitor, Compuserve? If there are synergies there, go with it. Personally, I don't think LCOS and Alta Vista are direct competitors.