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Technology Stocks : Excite [XCIT], an exciting stock to own in 1999! -- Ignore unavailable to you. Want to Upgrade?

To: TLindt who wrote (1575)	4/24/1998 7:52:00 AM
From: Kip518	Read Replies (3) \| Respond to of 3183

But between the 4 they own the Internet, at least the internet of 1998 when it comes to eyeballs. TL, I don't understand this statement. Help me with your thinking here. To say that there are only 4 gateways to the internet is absurd. I've used the web since it's early first availability. Searchers coming along were a great help, but they're largely for newbies. As people become more familiar with the web and the sites they want to see, they use searchers less and less. Links within existing pages, bookmarks, and just logical constructions of URLs get us to the sites we want. Did you first access SI through a searcher? I assume you don't now. I know they are "adding content" to try to keep folks in front of their blinking banners, and I admit that I often use Yahoo's finance pages (ignore the banners), but I don't go to Amazon.com through AOL and only, very occasionally use hotbot or metacrawler when I'm branching off on something new. Are my experiences that much different that everyone else on this thread? Given how much time do you spend on the web, what proportion of that time uses a searcher portal? My guess is very little. While there may be some staying power for a few of these companies, I think the services they provide are largely satisfying a transitional need (i.e., for the people new to the internet)and will not be a big deal in a few years. They are not emerging TV giant networks (btw, look what is happening to them as cable & satellite explode people's options), rather, they simply offer the most visible way for people who enjoy the web to bet on it currently. I just don't see this as a winning bet and I don't understand why you all do. As for XCIT retracing its recent move, it may take a year and a bear market but ultimately price and value merge. Kip