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

To: cm who wrote (6297)	5/31/1998 10:38:00 PM
From: Michael Young	Read Replies (1) \| Respond to of 9343

<<(I assume this great analyst would NOT have issued a buy signal for KTEL and a price target of $100, right? But, memories are short, aren't they?)>> I had nothing to do with KTEL. Now it appears that the PC makers, led by GTW, are trying to muscle into the ISP and "portal" businesses. I'm sure they will partner with the existing companies. But that is another piece of the pie that will have to be cut up. MIKE

To: cm who wrote (6297)	5/31/1998 10:54:00 PM
From: STK1	Read Replies (1) \| Respond to of 9343

CM,SEEK will I'm sure come awfully close to break even if not a bit on the plus side this qtr.I believe that by the end of the 3rd we will surely by all accounts be above profitability,given any writedowns or mergers.This should be of interest,I read that while the female population is the number 1 retail internet shopper segment of all time and SEEK has of course the #1 Womens retailer on the net,Men will more often use a SE thought to have a better then average chance of pulling the right answer the first time out,not one of the 10,000 that usually comes up.I believe that means that most of the more inteligent net surfers use SEEK cause the spam is so bad that it makes it impossible to use the rest. The other interesting if not totally in tune with seek is the DT and german Deals.These kind of people know what they want know what they can have and also know that when your shopping many is good but execelence is the key to putting sales in the bank.Another words SEEK fits the highest quality standards for a culture that holds quality in high regard.

To: cm who wrote (6297)	5/31/1998 11:40:00 PM
From: cm	Read Replies (4) \| Respond to of 9343

Yeah, When YHOO Showed A Profit... Boy, it really tanked, didn't it? Let's review today's "information." SEEK and other Web supersites are too early like Commodore. Have engendered too much of an irrational buying frenzy a la biotech stocks. Would actually be harmed if it posts a profit. Oh, yeah and SEEK's a whatever-tier portal. Then, there's the bit about SEEK losing eyeballs 'cause it didn't pay to play with NSCP. Somehow, all the facts about SEEK's growing revenues, increasing global presence, award-winning Ultraseek server product, continued dealings with NSCP (though just a temporary fix), new deals with iVillage for expanded Women's programming, and purchase of WBS eyeballs... and on... and on... Those don't matter, of course. Nor does the fact that SEEK has excellent senior management. And, FWIW, I guess Zack's rating is just some sort of conspiracy of investment bankers, etc. Well, as a LONG, I admit to my prejudice... Best Regards, c m