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To: Topannuity who wrote (2063)7/4/1999 11:22:00 AM
From: Pruguy  Respond to of 4337
 
thats a fauly analysis even by CMGI's perspective...If they agreed with the logic, wouldn't they be a seller of lycos? Since they aren't, the analysis is obviously flawed



To: Topannuity who wrote (2063)7/5/1999 4:38:00 AM
From: steve harmon - analyst  Read Replies (4) | Respond to of 4337
 
goto - on relative basis goto looks frothy, it ran on sympathy with ask jeeves (nasdaq:askj)

i see room for simple search and new search types, these appear to be getting ahead of themselves in value since the others have run greatly from the 1995-now period

people are buying the next wave or at least trading it
i don't think goto or jeeves should command the valuations they have but it may not stop them from rising, same as it didn't stop yhoo-lcos-xcit-seek