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Technology Stocks : Excite [XCIT], an exciting stock to own in 1999! -- Ignore unavailable to you. Want to Upgrade?

To: Tom Klempay who wrote (2036)	7/16/1998 7:33:00 PM
From: Keith J	Read Replies (2) \| Respond to of 3183

You know, I'm a bit suprised that none of the shorts out there (or longs for that matter) have realized that the 10 cent loss is actually a 20 cent loss. The 10 cent loss reflects the stock split, whereas the estimates did not. So really, they only beat the expectations by 16 to 19 cents. You have to like the revenue growth, both year over year and sequential (both stronger than YHOO), and the book to bill ratio of about 3.5. On the other hand, the page view growth was pretty weak, and I'm not sure exactly when they started counting the Classified2000 in the total. If it wasn't until the June quarter, this would make the page view number even weaker. I'm still long, but have pared back my position some. KJ