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

To: Gary Walker who wrote (14817)	10/26/1998 7:22:00 PM
From: Roger A. Babb	Read Replies (2) \| Respond to of 18691

Gary, I agree with the article you posted, a big dump for the Internets is coming sooner or later. But my logic and that in your article bases our prediction on the fact that there is just not enough available revenue to support the market caps. Others will argue that revenue is not relevant, only page views matter. My return argument is that page views are only as valuable as the revenue they create.

To: Gary Walker who wrote (14817)	10/26/1998 7:49:00 PM
From: RockyBalboa	Respond to of 18691

This article has a bias and a hidden agenda. I do not take it too serious, despite the numbers provide little support. NBC and Billy's working for SNAP and against MSFT enemies. dailynews.yahoo.com as you mentioned. "And don't forget, of the 50 top Web sites, these were the ones that did the best. Further down in the pack one finds isolated examples of companies with the resources and/or product appeal to help them in the game of catch-up. The Microsoft Network, in which InterMedia counts the MSNBC Web site you are viewing, jumped 193 percent during the quarter, running ads with a full market value of $8.5 million. (Microsoft and NBC are partners in the joint venture that operates MSNBC.) The Altavista search engine jumped 256 percent, to quarterly ad revenues of $6.8 million. The Homearts Network jumped 314 percent, to $2.9 million. But the gains of most of the rest were either from bases too small to be meaningful (Sony Corp.), or barely enough to hold their own. Several Web sites registered actual declines during the period. Among them: Quote.com, an investors' site (down 1.44 percent, to $1.2 million). These trends are simply not encouraging for mid-tier operators trying to run free, ad-supported sites - especially when deep-pockets operators like NBC, a backer of CNET's "Snap" service, are planning to lavish millions on their sites to establish them as Web portals. " C.