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

To: Zipster who wrote (5073)	4/25/1998 4:05:00 PM
From: cm	Read Replies (1) \| Respond to of 9343

<<OT>> Oh, Zipster, About MY Money... My money rides here in SEEK... as it has for quite some time. I also currently have holdings in CKFR, ITVU, WAVO, and two other small plays that are way off-topic. I've done a little trading in those... and actually have my ITVU almost for free. And, yes, in my practice, I see ALL SORTS OF NEW MEASUREMENT tools coming on line for advertisers and megasites to benefit from. (My practice is e-commerce... and online advertising.) But, with the exception of SEEK (and CKFR), as I've posted now on, I think, two threads... I'm looking to go heavy into cash... soon. I want to be positioned to pick up some of the plays that I've been watching now for months at wonderfully sweeter prices. This has been a no-brainer market for search engines and certain e-commerce/Web plays. It will become a brainer market, IMHO, in the near term... next two months or slightly more. In the brainer market, we'll have to watch QUALITY. (QUALITY in Web terms doesn't have much to do with earnings today... so much as it has to do with a clear path toward earnings... and an understanding of where your company can best be positioned.) The KTELs and other, IMHO, Web sucker plays (granted I'd have liked to have put some of that run-up cash in my pockets) will not have such a friendly wind to sail with. In a few months time, I think, it won't be just so simple to float an IPO with the the "W" word attached and see it fly. Or drop a puffy PR piece about buying a company that is a Web design firm and count on a 50% run. Now, if you think I'm not bullish on the Web... let's back up to the part about IT'S MY WAY OF MAKING MONEY TO INVEST... it's my profession. I see what advertising clients see... brand awareness being built... transactions being generated... and customer profiles being amassed into wonderful knowledgebases that become the fodder for future promotions and more precise selling. I couldn't be more bullish about the Web... and ultimately about Web stocks that are built for the long haul. Companies with superior technology, alliances, management, etc. Like SEEK, for example. Best Regards and Success With Your Investments, c m