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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: craig crawford who wrote (12065)	7/28/1998 10:22:00 PM
From: Dwight E. Karlsen	Respond to of 18691

Craig, I'm not pretending to be able to predict the future clicking habits of web surfers. But I do know that 'net users are as loyal as alley cats. I'm not hooked on any site to the point where I can say that I'll always keep clicking. I go where the content looks the most interesting. news.com/investor for instance, now has Bloomberg news. I've never had that before, so that site has been getting my clicks which used to be expended other places. Yahoo keeps getting better, and I like them. They still have the "disappearing story" problem though, where one newswire story shows under a specific company ticker one day, but disappears the next, never to appear again. Go2net's Stocksite however, has all these newswire stories, but doesn't have some external (cnnfn, MF, etc) ones. You see what I'm driving at? Since it's so easy to click, people click where they're getting the best/most interesting/most complete news/quotes etc or whatever they're looking for. Like travel, or whatever.

To: craig crawford who wrote (12065)	7/28/1998 11:58:00 PM
From: Don Westermeyer	Respond to of 18691

I don't know the specifics about MSFT portal, but I believe MSFT will spend big $$$ providing content for it. It may turn out to be really good. OTOH it may turn out like MSN. If the MSFT portal is free, then it will certainly get tough for search engines, er I mean portals.

To: craig crawford who wrote (12065)	7/30/1998 2:57:00 PM
From: BelowTheCrowd	Respond to of 18691

> I'm already hooked on YHOO and M$FT probably won't get me to switch. But Yahoo's "valuation" is based on the presumption that there is huge growth yet to come, driven by people who either aren't yet online or who are online only to a marginal extent. If MSFT can grab a nice share of those people, then they seriously stunt YHOO's "potential growth" which is what people are buying. The fact that the currently loyal will remain so does not justify a market cap which is so far out of proportion to revenues. They need growth and MSFT is going after the same growth areas they are. Generally speaking, that is a train you DON'T want to be in front of. mg