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

To: Sowbug who wrote (5481)	4/30/1998 6:35:00 PM
From: cm	Read Replies (1) \| Respond to of 9343

Oh, Sowbug, You Would Put A Tough Question... I don't how to begin to answer it, either. If I were SEEK, and 26% of my site visitors were attributable to NSCP referrals, I'd have to weigh a couple of things. Can I go out on the market--like the WBS deal--and buy enough eyeballs for less money than what NSCP is making me cough up? The answer is: maybe, maybe not. But, it would take time to cobble together enough of such deals, at least, that's my impression. The advantage of course of such cobbling together is THAT YOU ARE TRULY BUYING THE EYEBALLS, not renting for two years. Is NSCP gonna take an equity position in SEEK? That's another consideration. Yet, another question: Will SEEK become the hidden partner behind NSCP's self-branded search engine? If so, then am I even truly RENTING eyeballs? Or am I selling my services to NSCP... NSCP becoming sort of a reseller for a wonderful search engine, preferred by many in academia and so on? And if I'm no longer even RENTING EYEBALLS thus somewhat building my own brand... then why wouldn't I insist on cobbling together other deals under MY BRAND for crimeny's sake? And, to round off my question-festivus, is THIS GOING TO BE MORE OF A MERGER than anything else... not just renting eyeballs or becoming a "hidden partner"... but COLLECTIVELY BUILDING SOMETHING NEW... a Netcenter property that takes the best of each other's capabilities and creates a force to be reckoned with... even creating a joint-venture if you will out of NetCenter that then gets spun off as an IPO to everybody's profit...? I know, Sowbug, I'm really evading your questions. Like I said at the beginning, I haven't a clue about the shape of this stuff... and how it might all come together or not... Sorry to ramble so. Low blood sugar... Fascinating time in Web land... Best Regards, c m

To: Sowbug who wrote (5481)	4/30/1998 6:42:00 PM
From: shag007	Respond to of 9343

Good point. The debates within the ranks (boards and whom ever else) of these companies must be hot at this point. Here's one point not an overall solution. If this thing is going to be content (including news, entertainment, information, and shopping) then if you go w\ Microsoft you have a browser and NBC (cnbc,msnbc etc.)plus Microsofts growing arsenal of other content. If you go with Disney you have many film studios, ABC, ESPN so on and so on. Netscape a browser and millions of loyal users.(Hey a thought just occurred to me as I was thinking this thing through. What about Netscape teaming up with Fox or CBS.) Finally AOL with all their eyeballs and technology for speed and ease of use. Hey the content here is mostly out-sourced and look what they've done. Anyway, like another poster put it, its not that these are the only guys that will be the players. This thing is still in it's infancy and beraucracy doesn't do it much good. But if these guys are going to be here and they can provide capital to this industry more power to them. Then again AOL already has a deal with xcit. Whoa, i shouldn't have started this post out yet. Sooo incoherent. Just some thoughts I guess. FDA