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To: SHGLaw who wrote (8216)11/15/1998 9:55:00 AM
From: webinfopro.com  Respond to of 9343
 
Law and Curtis

There's a third expert at the table called Starwave == and the important (short-term ) players called the advertisers. The runt will bring big advertising money to the portal -- Disney will bring readership over time -- It will take some time -- but Fox wasn't always a fourth network -- and Abc was once the runt of the litter.

Weby



To: SHGLaw who wrote (8216)11/15/1998 10:19:00 AM
From: chirodoc  Read Replies (1) | Respond to of 9343
 
it is impossible to know who will win
portal war
but one thing is certain
deep pockets will allow a competitor
to stay in the game and flourish

when aapl and msft were neck and neck
no one was sure of the outcome
who would have ever thought that
chrysler would have come back
from the dead to start challenging
ford and gm?

all you can say is that seek will
have tremendous media flowing through
its veins with espn, abc, starwave, etc.
don't forget that dis is close to pixar also

you know it will have deep pockets
to last out the war of the media titans
yhoo will need to shift to more of media format
in a couple years--will they do it successfully?
who knows--i bet they will do fine--they execute well

but they could stumble just like aapl
and we know that seek will be in the game
that is a big part of investing
but just in case, i have invested in:
ckfr, aol, yhoo, intu, neta, csco, lu, and seek
because you just never know who will be the winner
in 3, 5, or 10 years

but we do know that in all of those time periods
disney WILL be a competitor
that is why i own seek
it is a competitor and is 6-7 x's
cheaper than yhoo

curtis