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

To: TFF who wrote (5024)	4/24/1998 5:04:00 PM
From: Smart Investor	Read Replies (2) \| Respond to of 9343

The only trouble is that if NETSCAPE is forced to choose only one, then it probably will be YHOO.

To: TFF who wrote (5024)	4/24/1998 5:06:00 PM
From: cm	Respond to of 9343

That May Well Be, Not Sure... The thing that REALLY caught my attention was the POSSIBILITY of a NetCenter spin-off IPO... that is VERY interesting. NSCP needs the money... and it would be a great media vehicle... the buzz surrounding their re-positioning and new IPO. We're in for some serious reshuffling of the Web deck here in short order. NSCP has got to reposition itself before the launch of MSFT's megasite, Start, slated, I think, for June... or July. Harmon's comments this morning about NSCP are relevant here. There are so many dang fascinating ways this could play out. What if a NetCenter IPO and SEEK... dare I think this?... were to merge. Huge eyeballs, etc. Or would such an IPO make that less likely? Ooooh, what an interesting time. A final thought for this post. Did anybody notice that SEEK's server product revenues have now doubled on a percentage basis of overall numbers, from 6% to 12%? That's a pretty significant jump... and it looks to me like they are assembling an all-star cast of early customers. Incidentally, on the face of it, there might seem to be some synergy between NSCP server products and SEEK's... though, that may be a bit of a stretch. Happy SEEKing, c m