Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Clam Clam who wrote (1391)	4/15/1998 5:52:00 PM
From: Bobo	Read Replies (1) \| Respond to of 6974

Off Topic: I noticed your comment on internet shorts yesterday and have conducted some preliminary research in the area. Any insight to shorting the skinny dogs of the pack -- namely CNet and Infoseek. Currently the total market cap of CNet, Yahoo, Infoseek, Excite, Lycos and go2net is over $10bb on an annualized revenue of $300 mm. This seems a bit out of whack. I have a hard time seeing a total market cap of that magnitude 3 years out. It seems that the segment will consolidate around Yahoo. No sense in shorting it. Right cementheads? Excite has a good relationship with AOL. Lycos seems to have a good handle on commerce vendors. I won't go on but both CNet and Infoseek seem like they will wither in market share and will likely have a lower market cap 3 years out. Any thoughts? Sorry to clog the thread.