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To: GraceZ who wrote (19048)	1/19/2000 10:57:00 AM
From: JK	Respond to of 29970

Anyone know when earnings are? Yahoo says Jan. 20th. Thanks!

To: GraceZ who wrote (19048)	1/20/2000 7:28:00 AM
From: Elsewhere	Respond to of 29970

MU ratio George Bell becoming CEO raises even more questions than last week's AOL-TWX deal. Just some of them (tongue-in-cheek): - Is it time to rewrite company history and label the merger as the ATHM acquisition by XCIT? - Has TJ's CEO tenure during the last year been just a face-saving period with the disregard for the "rusty" physical foundation now evolving into "shiny" portal hopes? - Will the public now meet the "leading broadband portal" in future press releases? - Will the tracking stock symbol be XCIT? Let's look at the new XCIT as a portal. For the fun of it I played with the December Nielsen numbers. I added the following columns to Grace's post: - "User minutes": unique visitors x minutes spent. - Market cap as listed by Yahoo! today (enterprise value would have been better but too time-consuming). - As a valuation metric market cap/user minutes or "MU ratio" - the higher the more expensive, just like the ancient PE ratio. - Filter the top 25 to remove companies which are not suitable (like MSFT or transaction-based AMZN and EBAY). Here's a new view of the Nielsen list with descending MU: Company MU INSP 450 RNWK 414 AOL-TWX 121 LOOK 79 CNET 67 YHOO 43 GNET 39 AM 29 NBCI 27 XCIT 25 ZD 23 LCOS 20 BOUT 17 GO 12 Discussing this list in detail would be an extensive task. My first impression: currently XCIT is about fairly MU-valued.