Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Excite [XCIT], an exciting stock to own in 1999! -- Ignore unavailable to you. Want to Upgrade?

To: chirodoc who wrote (550)	11/10/1997 7:56:00 AM
From: Benny Freeman	Read Replies (1) \| Respond to of 3183

XCIT was just mentioned on CNBC in a segment on web advertising and how it is growing. President mentioned again the 80 million deals and CNBC, I believe, said that XCIT has the most in advertising revenue of the search engines. Advertising on web to grow to 1 bil in a year- now at about 300 mil. I need xcit to go to 30, today would be nice.

To: chirodoc who wrote (550)	11/10/1997 1:30:00 PM
From: Ron Gross	Read Replies (2) \| Respond to of 3183

<<<<<<<it was stated by a respected mutual fund manager that it would be easy for a msft or AOL etc. to have their own search engine. ....what would happen to all of them if msft entered the search engine business big time?>>>>>>>> But noone is really interested in being a search engine anymore. Everyone is looking to be a 'content aggrigator' or 'your dashboard to the web'. Which is just a pretty way of saying they want to be able to collect as many eyeballs in one place in order to sell them to advertisers, much like a television network. Yahoo and Excite have done an excellent job of making this transition and continue to evolve. In fact, only about half of Excite's current traffic is related to 'search', the rest is in all their other offerings. As for the 'big boys': AOL knows all about this, they are simply having trouble translating this to the internet (changing their entire business model from subscriber based income to free access with advertiser based income). Microsoft already has a 800 pound gorrilla in this arena. It is called MSN, and its current traffic is pathetic. Being Microsoft is NO guarantee of dominance in this race. They simply have far more time and money to burn trying. Excite, Yahoo, and even AOL have fared quite well in spite of the presence of Microsoft for quite some time with MSN.

To: chirodoc who wrote (550)	11/11/1997 2:37:00 PM
From: robin li	Read Replies (1) \| Respond to of 3183

<<<<<....today's barrons had a roundtable on technology. it was stated by a respected mutual fund manager that it would be easy for a msft or AOL etc. to have their own search engine. Well, it is easy to have a search engine, but it is not easy to have one that can compete with XCIT, SEEK etc. AOL had one, which is called WebCrawler, they could not survive, so it was sold to XCIT. <<<<< ....what would happen to all of them if msft entered the search engine business big time? they are in the process of catching up to netscape fast and msft network is turning around. msft could shake up the engine business. If search engine is a market that MSFT has to compete in order to survive, it would be very dangerous for the other guys. NSCP was competing with Windows in the eyes of MSFT. Search engines are media companies, they do not compete in the operating system area, not even in the software sector.