To: Kevin McKenzie who wrote (13055 ) 11/19/1998 7:56:00 AM From: GT Read Replies (1) | Respond to of 119973
Internet.com's October Nov 11 Nov 18 Nov 11 Nov 18 Percent WEBDEX Users Market cap or PMV* Market cap or PMV* User User change (millions) (millions) (millions) Value Value Yahoo 25.2 $15,458 $18,764 $613 $744 21.4% AOL.com* 24.4 $3,600 $3,870 $148 $159 7.5% Microsoft.com* 20.5 $2,350 $2,500 $114 $122 6.4% Lycos 18.3 $2,099 $2,768 $115 $151 31.9% Excite 15.5 $2,490 $2,745 $160 $177 10.2% Netscape.com* 15.7 $2,200 $2,350 $140 $150 6.8% MSN.com/Hotmail* 17.8 $2,250 $2,400 $126 $135 6.7% GeoCities 14.9 $1,156 $1,328 $78 $89 14.9% AltaVista 11.13 $750 $800 $67 $72 6.7% Infoseek 10.9 $1,018 $1,164 $94 $107 14.3% TOTAL 174.4 $33,371 $38,689 $1,655 $1,905 15.1% AVERAGE 17.4 $3,337 $3,869 $166 $191 15.1% AVG. without Yahoo 16.6 $1,990 $2,214 $116 $129 11.4% Netscape.com (the Web asset only) value per user also pops up after the buzz it may do a deal with AOL made the rounds. Netscape also acquired Yahoo-clone NewHoo (a people-maintained Web guide). Terms undisclosed but hopefully cash for the sake of NewHoo. Netscape (NASDAQ:NSCP - news) shares rally to close at near $40 November 18. We've long held that AOL should acquire the business-centric Netscape Netcenter Website. We don't think AOL users are very heavy Netcenter users. And Netscape could finally step out from 'he said-she said' business model it operates under--part software firm, part content firm. Fair value for Netscape.com? We estimate $2.35 billion, in line with the search/guide group (sans Yahoo). It would give AOL the number one consolidated reach Website by far that we estimate could be about 40 million monthly users. Besides, it could be another chance to create a voice slogan "you've got Netscape," that's got to have some value itself.