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Technology Stocks : Walt Disney -- Ignore unavailable to you. Want to Upgrade?


To: Neil_L who wrote (712)7/1/1998 9:27:00 AM
From: Tim Hogan  Respond to of 2222
 
MSNBC discusses the Infoseek deal:
msnbc.com



To: Neil_L who wrote (712)7/1/1998 3:28:00 PM
From: Yaacov  Read Replies (1) | Respond to of 2222
 
Neil and All,

Could pls.explain to me what made Dis drop like a rcok yesterday?? Was
there something in the news that I missed?

Many thanks,

Yaacov



To: Neil_L who wrote (712)7/2/1998 2:25:00 AM
From: chirodoc  Read Replies (1) | Respond to of 2222
 
<<<<and a 99 pe of 30 for a growth rate of around 10% and slowing.

...did you factor in the new web business?

...dis is now going to be a portal with seek.

....look at the p/e of other internet companies and you might want to revise your growth up a bit.

.....add the infoseek engine, partnerships with msft and others and you could have one helluva portal.

......one thing the other portals have very little of--content.

.....right now most people on the web do financial stuff--pretty soon you will see TV and net converge. at that point what will be the value of their TV holdings, ESPN, movies, etc. on the web.

curtis