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

To: cm who wrote (3639)	4/15/1998 4:05:00 PM
From: cm	Respond to of 9343

Rank Speculation... * SEEK's purchase of online community, WBS, is a bit of a shot across the NSCP bow: a reminder that SEEK can gather eyeballs from other sources. I think this strengthens SEEK's bargaining position vis a vis NSCP. Also, this community-building move was long overdue. NSCP's Andreesen is on the cover of this week's BW. I've yet to read the article. * I find it very interesting that in the week run-up to earnings, SEEK pops out with the WBS and UltraSeek announcements. My theory, and its just that, is that we are being prepared for yet another serious earnings surprise from an e-commerce player. And I don't mean XCIT... though, of course, they're going to surprise the Street tomorrow, I think. * As TLindt just noted on the SI e-commerce thread (which, if I may put in a plug, is a great place to hang out), he envisions fat cats and kitties calling their investment advisors and saying, "Buy me a 100k of a search engine... any search engine... I hear tell that's where the serious money's going." * Long ago, several of us speculated as to when serious institutional buyers who DIDN'T get the full YHOO or AOL play would jump on our little engine. I think SEEK has given them all the right signs, not settling for being a "laggard". Now, we get to be a momentum play. Cool, huh? * On second thought, maybe I should go away AND come back more often. Because today's a pretty nice welcome home package... Best Regards, Fellow SEEKers, c m