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Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?

To: AugustWest who wrote (1562)	9/24/1998 9:06:00 PM
From: cm	Read Replies (1) \| Respond to of 2882

Don't Know What To Make Of The District Right Now... Before the Dell deal, I told a friend that I felt that XCIT was in a pretty serious situation... needing to make a strong deal with an established media partner. No, XCIT wasn't on the edge of also-ran status. But, to be honest, I don't think the NSCP deal was very sweet for them. I did not think of Dell... but in reality it is a HUGE MEDIA PARTNER... it's just a different kind of medium... although it still ends up with people staring for hours at a small screen. In fact, we all oughta rethink the definition of a MEDIA PARTNER... adding Compaq which has done some similar deals... and ANY other major PC manufacturers... even a minor one like Acer. As for SEEK, well, you know, I'm still invested there. There are lots of weird undercurrents beneath the stock right now... the confusion surrounding how much of Starwave SEEK actually owns... the SEC confusion as it sorts through the most complicated, indeed, byzantine deal in a decade. But, in the end, as Steve Harmon puts it, (a guy only quote when he bolsters my arguments), SEEK is now DIS' internet tracking stock. And if you believe that DIS' current woes will pass--in other words if you're breathing and somewhat upright--then I don't think its bad for SEEK to have mainstream backing. Further, there are lots of investors who didn't profit earlier this year with the Web frenzy... who now may look upon a SEEK with DIS backing as a safer and saner way to play the e-commerce and portal game. Finally, I've got to say, Starwave brings to this deal an awesome set of back-end e-commerce and content serving technologies that will make the DISINFOSEEKISTAN portal, to be debuted in November, the most "intelligent" out there. Best Regards, c m