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

To: joshi who wrote (2348)	2/11/1998 11:36:00 PM
From: OtherChap	Read Replies (1) \| Respond to of 9343

Tomorrow would have been a good day for seek, except for two things: a) the asian markets are tanking again tonight b) i bought 5k more shares today b) alone is enough to make the stock go down 5 points tomorrow. :)

To: joshi who wrote (2348)	2/12/1998 9:18:00 AM
From: TLindt	Respond to of 9343

>>>Your reasoning also goes for hotbot,lcos and most of the others. And especially Yahoo!, they have in the past tied their fortunes to their almost cushy relationship with NetScape...the Netscape guide by Yahoo is an example. But...I think management of Yahoo! and Excite see the writing on the wall in reguards to traffic dropping off at Netscape.(primarily due to the number of new boxes being sold with IE loaded as the default) I've been watching how these Navigational guides are 'seek'ing to increase eyeball traffic as Netscape begins to taper off from the glory days of being default on 80+% of the boxes. Recent examples are Yahoo!'s venture with MCI, and Excite doing the Prodigy deal. I believe Yahoo! has even gone into some of the new boxes as default search when they are shipped, thus duplicating the MicroSoft IE model. It was so easy to operate under the Netscape model when they were a virtual monopoly on most boxes. Just pay them $10 million bucks a year, and grab as many eyeballs as you could. What I'm suggesting is there is a new internet traffic model in process of taking shape. Those navigational companies which understand this shift and are proactive would seem to do better over the long haul as this 'new' model progresses. So I'm marking time watching them all work it out...... BTW who is best positioned with MicroSoft on IE?