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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: TLindt who wrote (908)	5/8/1998 6:05:00 PM
From: jjs_ynot	Read Replies (2) \| Respond to of 2882

Two issues that are getting interesting although they popped today are RNWK and ITVU. I hold small positions in both from slightly higher prices. They are worth a look. Dave

To: TLindt who wrote (908)	5/8/1998 6:35:00 PM
From: cm	Read Replies (1) \| Respond to of 2882

Been Hiding Out, Friend... Went to Network InterOp in Vegas, LITERALLY lost my wallet (not fun), and my own little home thread--Pure SEEK--dropped off the proverbial map before I returned. I'm always watching, you know. Still in SEEK, of course. My new comments are all over the original SEEK thread. (God, I bet they're tired of me.) The T deal is kind've... well... ball-sy, ain't it? It's a me-too situation RIGHT NOW for SEEK... at least on the face of it. Will T's voice-over infrastructure be used to support some WBS's chat rooms for SEEK? Ahhh, that's where we get into a little creativity. I've gotta say this, TLindt, and you may not know how OBJECTIVE I can be about SEEK, but between its Deutsche Telekom, WBS, and, most recently, the iVillage move (first SIGNIFICANT foray by a major search engine into the lucrative Women's programming area--I think), and SEEK's (in essence) refusal of the NSCP deal, I'm starting to see something out of this company that I thought I might never see: corporate creativity. I'm IMPRESSED. XCIT's move with NSCP is neither as GOOD nor as BAD (depending on which articles you read) as it has been portrayed. You see, I've always been impressed with XCIT's creativity... though not particularly its negotiating skills (paying too much, giving too much away, etc.--very run-and-gun-and-keep-running). But, the wild card in all of this is NSCP: slumber central... with a sharpened Barksdale, some nifty products, but still some sleepers in its eyes. Bottom line: I don't think SEEK felt it could afford the UPFRONT money (even though it would be repayed) for NSCP. At last count, SEEK had about $70 million banked and ready for certain moves. Hey, thanks for SEEK-ing me out... and keeping both XCIT and SEEK at full tilt. I'll start re-visiting soon. Best Regards, c m