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Technology Stocks : INFOSEEK (GO) -- Ignore unavailable to you. Want to Upgrade?

To: SHGLaw who wrote (2195)	1/30/1998 5:40:00 PM
From: Bruce Cullen	Read Replies (1) \| Respond to of 9343

I'll apologize for the coffee reaction to the thread! I am sorry! But......I am so sick of everyone popping into the circle when the truth hurts! The shorts are the worst (Irene). There is nothing wrong with information regarding sales at SEEK, only when it is profited on and knows precisely the details, None of which I know anything about....remember I said it was not true! It was all my opinion. I'll just keep quiet folks, I though I would pass the info, like before I will keep it in my head like I did with (CMYN) The short queeze, whats the use for letting people in on good research anyway, they get the info for free instead of doing their own homework. Sorry again, I'll be quiet from now on. Have a great weekend! Remember two things... 1) "There is no such thing as luck, it's preparedness meeting opportunity." 2) "I like thinking big, if you are going to be thinking anyways you might as well think big!" ~Donald Trump~

To: SHGLaw who wrote (2195)	1/30/1998 6:52:00 PM
From: Mac II	Respond to of 9343

SHGLaw- Thanx - a lot to think about and digest here. I appreciate it... -Mac

To: SHGLaw who wrote (2195)	1/31/1998 2:30:00 AM
From: Schiz	Read Replies (1) \| Respond to of 9343

A couple questions about the channel partners. xcit signs exclusive partners that give them alot of up front revenue. What are the long term obligations of xcit in these deals? There was a post recently that hinted that seek didn't sign exclusive partners. Did I interpret that correctly? iF I did, is that why they arent' getting the upfront cash? You mentioned seek getting no up front money, and minimal revenue sharing for the channel sponsors. Where did you get that information? Is there a possiblility that scit will limit it's customer base because of it's existing exclusive agreements? How many channels do they have? Once they're all filled (if they aren't already) competing companies will have to go somewhere else. Won't they??? How many niches are there? Obviously (imo) the two big niches are financial info and search engine. Would you add web index to that? Ease of use?(simple searches for homepages etc vs searches for obscure information). Fomat of results?(display by last edit date / alpabetical / match to search criteria / geographic location etc). Something nobody has thought of yet? What do you want from your navigation service today? Can the web ever get so huge that the search engines could turn into channels themselves?(specializing by topic-if you want entertainment links, you go to one engine, if you want finance links you go to another, if you want political links another, education, literature.....) People compare the search engines to the television networks. Will the networks eventually take over the web? I would imagine that there may come a time where rather that tuning into nbc to watch seinfeld on thursday night, you could just go on to the internet and click on the link that would take you to the episode of seinfeld that you wanted to watch. Ultraseek? What is the microsoft search engine going to be like? Will it be able to compete on it's own merits? Will they build something into windows to make it the default homepage? Will this destroy the current search engines?