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: Craig Rogers who wrote (5873)	5/7/1998 9:21:00 AM
From: cm	Respond to of 9343

Yeah, Craig, I Saw That On ZDNet... Sure, best case (if you're of such a mind), DIS could be--and should be--looking at SEEK. I mean, they already have a pretty solid advertising relationship. But, if you were speculating about a strong relationship--one that would make perfect sense from a demographic viewpoint--wouldn't you look at AOL & DIS? Not necessarily a merger, for sure... but some kind co-branded venture...? This would be DIS playing to the Branson, MO of the Web (not that AOL is THAT cheesey)... a marriage made in demographer heaven. As for all this speculation, it's a floating craps game... lots of fluidity and uncertainty and keeping your feet moving. All the search engines (or directories-to-be) are shadow boxing and posturing through press releases. Sure, some REAL, CONCRETE deals are happening... some better (SEEK/WBS), some worse (XCIT/NSCP). But, in this scramble for big alliances... SEEK has the curious, inexplicable sheen of one who opportunity will bless in huge, unforeseeable ways. SEEK is the conspicuous "beauty" at the dance who didn't bring a date... Before, during the time of the SPO, SEEK had that "laggard and underperformer" story going for it. Perfect pitch material for road shows and ML brokers. Now, it's not JUST the laggard story... because SEEK has made some sweet moves (like WBS and Deutsche Telekom.) And, via the NSCP negotiations, it has sent a signal: Bring serious offers and value... and don't expect us to jump on just any hay ride. Best Regards, c m