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: Steven White who wrote (899)1/24/1998 8:27:00 PM
From: chirodoc  Respond to of 3183
 
<<<<<I'm hoping for the best, however, I am now concerned.

...i was reacting more intuitively than that. but you are making sense to me. as i watched my holdings go from 23 to 38 i heard that aol might be getting their own browser i realized that aol, xcit, msft, and yahoo all have great real estate, but i felt the run-up was to fast for my blood.



To: Steven White who wrote (899)1/25/1998 1:13:00 AM
From: Keith J  Respond to of 3183
 
You haven't read the news releases then. They're looking at $20 million in revenue from Matchlogic in FY98, 40% of which is already booked. Profits are meaningless at this point in time, revenue growth is the criteria the street wants. Besides, market cap of XCIT is less than $1 billion, vs. YHOO over $3 billion. I'm playing the game of convergence of market caps.

KJ


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News