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

To: terri acey who wrote (5989)	5/9/1998 10:09:00 AM
From: STK1	Read Replies (1) \| Respond to of 9343

Thanks Terri CIBC,is usually on the money.I was reassured that what I suspected about the deal was in the ball park.It may generate a lot of worth for excit but Netscape is getting the cream.It appears that SEEK would rather make the money the old fashion way,earn it.I'm real long on this stock right now.It should come of age very soon and get up over the 40 make for good.A lot of insiders in the industry believe things are cooling down.This is a cycle now dependent on earnings.As YHOO and EXCITE and LYCOS have shown good increases in revenue will bring good returns on stock prices.WE have come up from the 10's 20's and the next qtr I think will propell us over 40.The Deals are in the works and are looking Great for the near future.Have a Good One.

To: terri acey who wrote (5989)	5/9/1998 10:26:00 AM
From: TFF	Read Replies (2) \| Respond to of 9343

It will be interesting to see how the remaining 50% of Netscape's search hits are divided between LCOS/YHOO/SEEK

To: terri acey who wrote (5989)	5/9/1998 11:41:00 AM
From: ViperChick Secret Agent 006.9	Read Replies (1) \| Respond to of 9343

Terri The article you posted indicated the Netscape could be a case study in market psychology. So could the responses that you see to this article For instance, for me.... I pick up on things like " Wall Street may need shock therapy as it hugs Internet stocks tighter, while offering a support group for Netscape investors. The market seems to be in heavy denial of signs that the speculative bubble is due to deflate, if not burst. " "Taken as a group, the eight Internet stocks listed above have 46 Buy recommendations and 11 Strong Buy recommendations out of a total of 78 ratings on the group as a whole. How do you spell "bullish" again? B-u-b-b-l-e. " However, others see the article as a negative spin on just Netscape and forget what it is saying about the rest of the sector. The same mentality that leads to those buy recommendations right now on Netscape is the same mentality that is leading to buy recommendations on SEEK, XCIT, YAHOO...etc etc etc. One of my favorite people on the net said the following to me. I think he is right. +lisa (42585 ) From: +Tom Trader Thursday, May 7 1998 6:29PM ET Reply # of 42855 >>but here is what should frighten you about this market...there are people who truly dont care about valuation << Well isn't that a fact!! I feel like a voice in the wilderness talking about valuation. But the sad truth is that over-valuations can continue for a long time and they can get even more exaggerated. The guy who wrote about SEEK is on to something when he says that if one rides the rocket one can make a lot of money --but, I know, as surely as night follows day, that sooner or later one will have to pay the piper and then the ones who have bailed will be the smiling and the others will be left holding the bag. I have seen this too many times, in different markets, to believe that this time is different. Like I said to OJ, it is the greater fool theory that is in effect. So I don't try to dissuade anyone from being invested or not investing in any sectors--at least most of the time:) After all, I could be completely wrong!! I say what I am doing -- right or wrong--and right now, for good or ill, I am earning 5% interest on a good part of my funds in T Bills and money market. May be I should join the Kahunaites:) ______________________________________ and another one I like: +lisa (42585 ) From: +Patrick Slevin Thursday, May 7 1998 6:29PM ET Reply # of 42855 That is the new mindset. That is to say "The old rules don't apply anymore". This is often echoed by people who have never been burned by the old rules. The old rules always come back. It's the people who have been successful spiting them that are the last to realize it.