SI
SI
discoversearch

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 (773)1/5/1998 3:28:00 PM
From: TLindt  Read Replies (1) | Respond to of 3183
 
So doc....I feel like 'King Kong' again........where's the action?

>>>they have a great valuation relative to yahoo!<<<

I noticed something in the press....releases or lack of them. Excite didn't make a big ta-do over those November numbers...like they did in October....so I looked they were kinda flat.

Then in that release on expected revs for this Q...and that they surmized that Excite was increasing marketing? Remember?

Taken in combination...My take is good start to quarter/October...Slowing in November....Spending in December.

Plus Netscape had a big non-recurring charge to do with the assets they picked up....so did Yahoo!....and Excite bought Netbot. They might be cheaper after earnings than now....just trying to read this book....but there's no words on the page....do you know what I mean?