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Technology Stocks : INFOSEEK (GO) -- Ignore unavailable to you. Want to Upgrade?

To: Wayners who wrote (7546)	8/13/1998 7:24:00 PM
From: Capt	Read Replies (2) \| Respond to of 9343

This is just a birdseye view but its a starting point.I picked up that WOW software we were talking about. It's overwhelming and I'm not sure where to start.I've been lurking on the WOW thread to get some insight. techstocks.com

To: Wayners who wrote (7546)	8/14/1998 8:46:00 AM
From: MR. PANAMA (I am a PLAYER)	Read Replies (1) \| Respond to of 9343

The Real Score For Top Web Sites By Steve Harmon Senior Investment Analyst Internet.com "Where Wall Street Meets The Web" AOL (NYSE:AOL - news) and Microsoft (NASDAQ:MSFT - news) may be in shouting distance of Yahoo! (NASDAQ:YHOO - news) in user count in the global worldwide Web wars according to an exclusive unduplicated unique users number crunch we asked research firm Relevant Knowledge to run for us. Rolled Up Tallies July Overall Leaders Users Top Web Sites (millions) Yahoo!/Four11 26.6 Microsoft.com/HotMail/MSN 24.1 AOL.com/Mirabilis-ICQ 23.9 Infoseek/Disney/ABC/Starwave 18.8 Lycos/Tripod/Angelfire/WhoWhere 18.5 Netscape.com 17.6 Excite/Webcrawler/Magellan 17.3 GeoCities 14.2 TOTAL 161.1 AVERAGE 20.1 data courtesy of Relevant Knowledge The data also confirmed our hunch that the combined Infoseek-Disney-ABC-Starwave (NASDAQ:SEEK - news) and Lycos-Tripod-WhoWhere-Angelfire (NASDAQ:LCOS - news) user tallies rank higher than Wall Street recognizes--yet. The unduplicated tally shows that Microsoft is a clear second when counting its total Web presence including HotMail-MSN. As we told the Wall Street Journal the other day with Microsoft's new MSN as portal debuting soon we see Microsoft making a run for number one. Yet the best laid plans of mice and MSN.... If not for the Department of Justice scrutiny Microsoft may already have bought its way to that slot. It's 2.5 million users or a top 30 to 40 Web site acquisition--a $50 million buy--from being there. One notable point on Microsoft-HotMail-MSN is the overlap of users or duplicated reach: 10.8 million of the same users. Usually when acquiring eyeballs you want a new pair, not the ones already gazing at your shelves. That's an unseen benefit of Disney-Infoseek, the numbers Relevant Knowledge gave us showed just 3 million duplicated users, meaning it was an eyeball bonanza that investors may benefit from. SEEK is a Disney Internet unit tracking stock to reiterate our view. Said another way, forget about Infoseek the sleeper stock that came late to the search engine party on Wall Street two years ago. Wipe the slate and what do you think Disney's Internet presence could be worth as a tradable instrument. It may be right there in SEEK. Now that GeoCities has "GeoCurrency" to spend (its common stock) we foresee it buying users. Why do users matter? They are the heart of commerce. No users? then no ads or marketing dollars. Our ultimate valuation of any Web site or effort relies on the lifetime value of the user (as customer). That translates into discounted cash flow and earnings and company/site valuation privately and publicly. Expect a lot of twisting and shouting soon among the bunch. Internet.com's HarmonFinance tips! FREE! JOIN NOW! our new exclusive monthly email about the best Web investment services and info. Sign up here! Accolades for Internet Stock Report: "Fresh and provocative" -CBS Marketwatch, who named Steve Harmon one of the top Internet stock analysts and only independent one honored "I am a huge fan of Steve Harmon's crack analysis" -Kleiner Perkins' John Doerr -------------------------------------------------------------------------------- Blip us with an e-mail to stocktalk@internet.com on what you think about any Internet stock or investment you've seen or heard about to. Send us your rants, raves or ramblings and they may be included in this column in a special feedback edition every week. Throughout the trading day be sure to check Internet Stock Report's index of leading Web companies, the ISDEX, Internet Stock Index, for a roundup of how Internet stocks fare minute to minute. Archives: [ Thu Aug 13 \| Wed Aug 12 \| Tue Aug 11 \| Mon Aug 10 \| more ]