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


To: TLindt who wrote (735)4/23/1998 5:25:00 PM
From: cm  Read Replies (1) | Respond to of 2882
 
Yeah, It's Good...

I think, and my math may not be up to this, but the
loss was diluted by a factor of 10% because of the 3
million new shares that went out with the SPO. Still,
I've got to say, I'm starting to have more respect
for Motro and his gang.

SEEK is, IMHO, quality. I will admit, because from
this seat it is too true, that XCIT has a real leg up
in this game. XCIT's revenue-sharing deals, acquisition
of MatchLogic, etc has positioned it for a pretty wonderful
future... capitalizing on the direct marketing and
one-to-one future of the Web. But, SEEK is starting
to make up some lost ground. Actually, more than
starting.

In any case, as I just got through posting on
my threatened habitat (the SI SEEK thread), I could
now care less what happens tomorrow. I wanted this
earnings report--and detailed information--to just
remind me of why I'm in for the LONG haul. Along
with my CKFR (and two small biotechs that nobody
knows about--anonymity is not a POSITIVE in the
marketplace.)

Best Regards,

c m



To: TLindt who wrote (735)4/23/1998 8:55:00 PM
From: jjs_ynot  Read Replies (4) | Respond to of 2882
 
TLindt,

I have had a change of heart on NTBK. While I think it's great in the long run. The inability to hold gains today after earnings announcement tells me that a bounce tomorrow is a selling opportunity. That is what I will be doing with my small holding and I suggest the same for the portfolio. We can always buy back in the future. My 2 cents FWIW.

Dave