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


To: John Y.F. Lee who wrote (5949)5/8/1998 7:53:00 AM
From: STK1  Read Replies (1) | Respond to of 9343
 
CNBC just said SEEK will provide access to ATT World NET and added
Features.



To: John Y.F. Lee who wrote (5949)5/8/1998 8:35:00 AM
From: Tom Klempay  Read Replies (1) | Respond to of 9343
 
I do not see much benefit to the bottom lines of the SE's.

You're probably correct about this now, but if you saw Motro yesterday on CNBC, I think you'd agree that he's not too worried about it short-term. He likens the current portal/SE industry to be in the same state that cable was in its early days where advertisers paid pennies compared to the dollars that they are paying today. He fully expects advertising rates to rise as the Web reaches out to even more audiences. That's one reason that I've invested in this industry.

Happy SEEKing...

-tk



To: John Y.F. Lee who wrote (5949)5/8/1998 9:23:00 AM
From: Jorge  Respond to of 9343
 
Time to go short...:-)



To: John Y.F. Lee who wrote (5949)5/8/1998 9:27:00 AM
From: TFF  Respond to of 9343
 
Actually access is a low margin commodity. The REAL point of offering access is EYEBALLS. Not to mention AT&T is completely setup as an ISP. No capital outlay for SE's!

The REAL money for SE's is E-commerce and Advertising.

The most important deals will be the PROPRIETARY CONTENT deals