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To: Tom Tallant who wrote (15084)9/2/1999 5:26:00 PM
From: Killian  Read Replies (1) | Respond to of 29970
 
Tom! News was out earlier & ATHM actually went down! Not in relation to it but nonetheless!

15:01 [T,FOX] AT&T, FOX IN BROADBAND, NET RETRANSMISSION AND DIGITAL AGREEMENT.

I see it as huge! Things are beginning to come together here!

One other thing! This doesn't make any sense to me:

Is this bad or good?
Is it bad to see Excite be an increasingly smaller source of referrals or is it good enough to be #3? Maybe this will be a non-issue with newer search engine. Read on:

SAN DIEGO, Aug. 31 /PRNewswire/ -- WebSideStory(R)
(http://www.websidestory.com), the leader in Internet tracking and traffic
analysis, today reported that Yahoo! (Nasdaq: YHOO) accounts for 43.55% of all
search engine referrals. This marks a 7% increase since January 1999.
Conversely, market share is down 60% for Excite in the same period and it now
accounts for less than 10% of referrals. This information and more is
published at WebSideStory's StatMarket.com (http://www.statmarket.com), the
industry's most accurate source of data on Internet user trends.

StatMarket.com information is gathered in real time from more than
35,000,000 unique daily visitors to more than 130,000 Web sites using
WebSideStory's HitBOX(R) Web traffic analysis technology.

Excite search engine referrals fell from approximately 24% in Q1 1999 to
9.85% on August 29, 1999. The decline of Excite-based search referrals may be
linked to the June 14th agreement between America Online and Inktomi, which
replaced Excite-powered Netfind searches with the Inktomi search engine.

"This kind of market information is only available at StatMarket.com,"
said Blaise Barrelet, president and CEO of WebSideStory. "Only by tracking
traffic to so many sites all over the Web can you accurately measure referring
search engines."

The top ten referring search engines on August 29, 1999 were:

Rank Search Site Current %

1. YAHOO! 43.55%

2. Alta Vista 10.49%

3. Excite 9.85%

4. Infoseek 7.60%

5. AOL Netfind 4.34%

6. MSN 3.96%

7. GoTo 3.84%

8. Lycos 3.72%

9. HotBot 3.42%

10. WebCrawler 2.94%>>

Goto is 1/3 of XCIT yet their P/S is $35 & XCIT/ATHM is currently $37!!!!!

How mch is ATHM worth????? $2! Something smells!!!! for now!

Kevin