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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: Wilshire Steve who wrote (27464)11/12/1999 6:18:00 PM
From: Bald Man from Mars  Respond to of 108040
 
wow, you are a brave dude ... but, be careful, don't fight that damn tape ...



To: Wilshire Steve who wrote (27464)11/14/1999 12:51:00 PM
From: westpacific  Read Replies (1) | Respond to of 108040
 
ASKJ at $20 - dream on! Agree it is overvalued here. The play on look that I really like though is the deal with Inktomi - building search capability for vertical inet companies has some hugh upside. As these models grow they will need the capability to have search on their individual site and this is were LOOK can capitilize on that growth. It changes the model for a general search engine like the old (xcit, yhoo, lcos, seek, etc.) and brings the capability of a company such as LOOK to build for vertical markets. With the consolidation last week, the price is still leaves room for another run here. Say what you like but it LOOKs good to me.