Hello sean, Sorry to hear about your problem! Maybe all of us
can take up a collection on SI if you can not get a refund from them.
This way you can stay a member and keep an eye on the site and keep us informed! I don't think it would be to much if we all chip in.
I don't know how many of us are on this site, anyone know ?
How about it, anyone game ? We can see how many will give and than
figure out how much is needed from each.
LONG PNLK ? SHARES
OH here is a little reading of internet stuff
STOCK INVESTOR TRADING, DAILY REPORT, c
______________________________*7-3-98*___________________________
DAILY COMMENTARY
David A. Barney
As part of my research for the newsletter I talk to a lot of
other researchers and independent analyst's. I recently had the
pleasure of meeting Tom Ronk, who is an independent internet
analyst and free lance reporter. He sent me an article that his
has just completed and I felt it would be nice to share it with
all of you.
We are also in the process of making lots of changes to our
website and would like your help to make the site the best it
can be. Please post your suggestions on my message board and tell
us what you would like to see at the site. Remember, we can't do
it without you. We want to build a community where we can all come
together and exchange ideas about trading and investing, so please
pitch in and offer us some suggestions. Thanks for your time.
There's More Search than Portal in Yahoo, Infoseek, Lycos and
Excite By Thomas Ronk
Just when you thought it was safe to pay big advertising dollars
to be a dominant advertiser on a search engine, Netscape and
Microsoft got in your way. We've said it before and we'll say it
again, search engines are not true portals! They are dependent
on a browser and an ISP to send traffic to them. Hence, AOL,
@Home, AT&T and thousands of ISPs along with Netscape and
Microsoft, have one-up on the search engines. Sure, millions of
users hit search engines every day, but not before the ISP has
the opportunity to force content on the user. Now, browsers have
search engines built into the location box and the location box
has changed from dumb to smart. Next generation browsers have
transparent search features in the location box that allow users
to enter "ad hoc" (laymen's language) queries directly through
the browser. Hence, Microsoft Internet Explorer's next release
will allow users to forego the search engine and be sent directly
to websites (a big reason why Disney bought Infoseek).
Nowhere will this be more prevalent than with the changes in the
DNS system currently in progress. The DNS system is being
commercialized and is decentralizing the search engines link to
websites. For-profit companies will be managing the Internet
location system and Netscape and Microsoft will more than likely
be big winners. Why? Just look at AOL. AOL has proven that
dedicated users viewing controlled content justify large payments
to AOL for exclusive contracts and advertising related services.
Who owns the most dedicated viewers in the world? Microsoft,
Netscape and AOL. What will they do to profit from this change
in the DNS system? Control the traffic and content on the
Internet.
Let's review how it works. The first thing we do to enter the
Internet is click on Netscape, Microsoft or AOL's browser. This
links us with an ISP which takes us to a home page which sends us
on our merry way. Until now, only AOL has taken advantage of the
controlled content portion of the equation. Netscape and
Microsoft won't neglect this much longer. They will be building
features into their browsers that control content and traffic.
This makes advertisers and other commercial services more willing
to pay big advertising dollars for the right to show their goods
to Internet users controlled by the browser or ISP.
Remember, search engine technology is not a closed system.
Anyone can create it with enough time and effort. Webpage
location addressing (DNS) is being commercialized so that anyone
can get into the business. The free market will determine what
happens to the address and what search engine can find it. If
search engines are viewed as so important they can receive
valuations over $8 billion, we can expect all ISPs and browser
companies to vigorously defend their biggest asset: Internet
portal ownership, traffic and content control. (please see
article excerpt at the bottom).
To gain from this information one must look at the next moves on
the Internet chessboard pertaining to portal control. While the
rest of the country is looking at Yahoo, Infoseek, Lycos and
Excite, we should focus on AOL, @Home, AT&T, Microsoft, Netscape
and other companies creating or acquiring browser and ISP
portals.
NOTE: Article From CBS MarketWatch
At Home to wire AOL's backyard
High speed Internet access service At Home Corp. (ATHM) will
offer service through Jones Communications' Alexandria, Va.,
system serving 42,000 cable customers. America Online Inc. (AOL)
headquarters is located a few miles away, in Dulles, Va. The deal
with Jones was one of several new affiliation agreements
announced by At Home, including others in New Jersey and Canada.
Jones has been offering high speed Net access for some time, but
has signed up only 1,200 customers. At Home said its service will
be available by the end of the year.
At Home chief executive Thomas Jermoluk scoffed at AOL chairman
Steve Case's statement last week indicating an interest in
delivering high speed online service by buying broadband
capability from At Home's soon-to-be controlling shareholder,
AT&T. Case's comments "do nothing but anger cable operators such
as ourselves," the At Home executive told the Washington Post.
"If he expects us to put in all this plant ... and provide
broadband high speed access to him without him sharing any of his
revenue with us, he's nuts," Jermoluk said. "Nobody wants to be a
dumb pipe in this equation."
*IMPORTANT DISCLAIMER.*
The publisher of the "Stock Investor News Daily Report", or any
other related materials, such as the above newsletter, believes
the information in the statement to be accurate and has made
every effort to verify the information when possible, however
subscribers should check all the information for themselves. The
publisher may or may not take a position in the mentioned
securities. The information contained in the newsletter and all
other related materials is not, nor should it be interpreted as,
investment advice or an endorsement of any security or company's
stock. David Barney is not an investment advisor and does not
claim to be. The information contained in the newsletter is for
informational purposes only and without warranty of any kind. The
"subscriber" or recipient assumes all risk of losses and
responsibility for any decision to trade any mentioned position
of this newsletter or any other related materials. Trading of
stocks and options poses certain risks, and the "subscriber" or
recipient assumes this risk when they enter into any trade.
__________________________________________________________________
David A. Barney
Stock Investor Trading News
www.stock-trading.com
512 347-7460
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