Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Netscape -- Giant Killer or Flash in the Pan? -- Ignore unavailable to you. Want to Upgrade?

To: The Vinman who wrote (3739)	7/7/1998 1:34:00 PM
From: Billy	Read Replies (2) \| Respond to of 4903

Almost filled the gap. I'd cover by close today unless you think YHOO is going to drag the whole group down further. Have you heard anything about a CBS and NSCP deal? But I DO agree with you on the fundamentals, problem is, none of these issues are currently trading on fundamentals.

To: The Vinman who wrote (3739)	7/7/1998 1:40:00 PM
From: Billy	Read Replies (1) \| Respond to of 4903

From the YHOO thread... NEW YORK (Dow Jones)--It will be a couple of years before Internet portal companies become profitable, according to Forrester Research analyst Chris Charron. Although general interest in the Internet has grown, Web sites are expensive to operate and sales and marketing costs remain high, Charron said in an interview with CNBC Tuesday. The analyst said he also sees a consolidation among the Internet portal companies. "I think we can look for probably three no more than five players to really be broad-based consumer portals that succeed going forward," he said. Among the "major players," Charron noted that America Online Inc. (AOL) and YahooY Inc. (YHOO) are currently leading the pack, with companies like Microsoft Corp. (MSFT), Netscape Communications Corp. (NSCP) and Excite Inc. (XCIT) attracting a significant amount of traffic as well.