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: up3up4 who wrote (5324)	4/28/1998 7:37:00 PM
From: cm	Read Replies (2) \| Respond to of 9343

Alex and Jorge... FWIW... Alex, ummmmm, it may have been LCOS playing a PR game, but in one of their announcements (or an article) today they said that they were not in contention for the NSCP relationship. I tend to believe this is definitive. As for the effect on SEEK if they DON'T GET the NSCP deal. It kind've depends on what's being pushed out of the Press Release pipeline at the same time. Sure, this would or could deflate the stock price near term. But, remember, Motro said in the earnings release or a subsequent article that SEEK is about to announce the purchase of another online community--which will be a boost to their overall eyeballs. Plus, he also said that there are new advertising deals slated for announcement this quarter. Bottom line: if they haven't done the NSCP deal, it's gonna sting. It HAS to... IMHO. NSCP is currently responsible for generating about 20-25% of SEEK's traffic. (It is this very reliance--though not as great as times past because of SEEK's other dealings--that, IMHO, makes SEEK an IDEAL PARTNER for NSCP. On the one hand, it can be perceived as leverage in negotiations (NSCP's view, most likely.) On the other hand, who best for NSCP do a deal with for a self-branded search engine and equity participation: the very search engine who has benefitted greatly from NSCP's "referrals," and whose stock (when viewed in comparative terms) has a great deal of upside left to it (taking the LONG view.) Now, Jorge, as for your question... I'm gonna grab something to eat. Then, I'll meet you on the mezzanine, okay? Best Regards, c m