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

To: cm who wrote (5972)	5/8/1998 4:42:00 PM
From: cm	Respond to of 9343

Looking At The Intangibles... A while ago, I don't expect anyone to remember, I expressed a desire to see "creative thinking" from SEEK management... a sharp point-of-view that demonstrated that SEEK principals were re-thinking and re-envisioning their business. (There are preconditions for this kind of corporate creativity--you have to be paying your bills; you need interesting minds playing like a improv jazz combo, picking up and exploring riffs; you need a strong corporate self-belief (confidence, if you will; you need to show (and encourage) independence of thought; and there are other necessities I won't dwell upon here...) Well, after DT, WBS, and iVillage (I'm deliberately leaving out T for now until it gets re-configured into something very interesting and innovative for SEEK), I now AM RELIEVED to see ample creativity at the top. I should also add to the list SEEK's refusal to fall into a slavish lockstep with NSCP. I tend to VALUE this almost as much as any other single fact about SEEK. For the longest time, SEEK was all-too-quiet; and while it showed tremendous creativity from the standpoint of its technology (bless Mr. Kirsch), it DID NOT SHOW much in the way of business-development or business re-envisioning creativity. (On second thought, I have to amend that categorical statement: SEEK was, I think, the pioneer of CPM-based banner advertising... I repeat, I think. But, they just didn't show much inspiration or seem to know how to effectively leverage their product.) To use one of my own favorite terms, I now see SEEK as a "generative enterprise": capable of creating and shaping its own destiny and thinking its way out of the search-engine box. No, they are NOT the only such player in their category. But, they are NOW, IMHO, very much such a player in their category. I can now see them initiating out-flanking maneuvers that will bring us all profits and pleasure over THE LONG TERM. Best Regards, SEEKers c m