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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: TLindt who wrote (541)	4/15/1998 12:15:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 2882

Has CMGI been discussed here before? redherring.com

To: TLindt who wrote (541)	4/15/1998 12:42:00 PM
From: cm	Read Replies (2) \| Respond to of 2882

Further On SEEK... * The WBS deal is good for a variety of reasons. It builds a much-needed community component for SEEK which in turn feeds page-views and length of site visits which in turn is really, really cool for advertisers. (See my SI SEEK thread post #3550, if you're bored.) * The WBS deal also takes some of the pressure off of SEEK's negotiations with NSCP. In fact, I think this whole announcement sends a signal to NSCP: "we can buy eyeballs and we don't HAVE to have you to be viable." Now, SEEK can sit and negotiate from a position of greater strength... IMHO, of course. * SEEK's spate of news this week is VERY INTERESTING as a run-up to its earnings release. XCIT announces tomorrow, right? SEEK's gotta a surprise for the Street. I think it's a fairly large surprise. * In sum, a rather brilliant investment decision, Mr. Lindt... Best Regards, c m