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To: Dale Baker who wrote (516)	2/20/1998 9:23:00 AM
From: jgideon	Read Replies (1) \| Respond to of 118717

About SEEK and DCLK ... It seems that the leaders in each of the internet categories get a premium multiple (AOL, YHOO, AMZN, ONSL) while the rest are hit and miss. SEEK is undervalued by many types of valuation. See the internet stock report on Yahoo Finance. Steve Harmon has several measures and SEEK shows value on all of them. But will it break out into a brand that the street can buy into? Just the name, InfoSeek, implies geekiness, not the hipness of the web. First started looking at this at $8, but have never done anything. On the other hand, DCLK (DoubleClick) looks to be one of the leaders in selling web advertising. Most likely it will command a good multiple. Could see similar action to what took place with Verisign (VRSN) a week or so ago. Should be fun to watch. It will be both a long and a short in the coming days, but which comes first? jg