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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (11236)	6/20/1998 6:17:00 PM
From: Sonny Blue	Respond to of 27307

Bill, thanks for the info. Disney bought into Infoseek from a weak position as I see it. SEEK needs Disney's brand name, Disney got SEEK cheap! They deserve each other, in a way. For this weekend review on Internet stocks: internetstocks.com Note the last sentence: "Television viewers will soon be seeing much more of the Web with Disney partnering with Infoseek to promote a combined Web network, following NBC's deal with CNET last week to jump start Snap! We view this as validation of the value of Web networks as the next mass market media. Confusion regarding deal terms and competitive lications appears to have hit the Web network stocks. We wonder if the marketing muscle of these major media companies may change the cost structure of the Internet network businesses, with more effort required to maintain the differentiated brands. We tend to believe that it may be more difficult to change the habits of loyal users who are already devoted to Internet networks. The race seems more one of capturing Web newcomers, which are probably now watching television. Our conclusion is to believe both Yahoo! and Excite can prosper independently. That leaves Lycos, which may now do a similar deal with Time Warner or News Corp., both of which have smaller television networks. We wonder if either of these combinations will be enough to shift much share. We also don't expect much of a premium to be paid for Lycos, even for a minority interest. We would be more aggressive on Yahoo! on any further weakness, based on our belief that its brand can beat Disney on the Web."