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Technology Stocks : Lycos -- Ignore unavailable to you. Want to Upgrade?


To: T-Lo Greens who wrote (1208)11/23/1998 11:13:00 PM
From: DWW II  Respond to of 2439
 
The irony of this is that .........NSCP/AOL will weaken LCOS position in the "internet world" and its value should go down. So, That means that LCOS will need to make a "deal" with someone soon. That will drive the stock up.
If you short this stock, measure your "wee-wee" now as that is as long as it gets.
I trade this baby. I have a 6000 Sq. Ft. house that I could pay for on the $ I have made in the last three weeks. Some days I buy and sell as many as three times. Trade and join the parade. Don't go away, stay and play. DWW II



To: T-Lo Greens who wrote (1208)11/24/1998 8:11:00 AM
From: im a survivor  Read Replies (1) | Respond to of 2439
 
I don't think so...if anything it enhances the good companies like Yahoo and Lycos. Sometimes competition is a good thing. You are talking about the internet..the biggest...fastest growing media in the world. You think the internet is a big thing now. I don't. We haven't even scratched the surface yet. Couple of years ago...not many people did much except " surf " the net. People were tentative to buy a book for $9.95, let alone a $4500 computer system or $40,000 automobile. As we progress thru time...more and more people are doing and buying more on the net. Businesses and industries are flocking to get their products and services on the net. The bottom line is the internet aint nothing right now. Look at the % of households with computers...growing fast...isn't it ? What about this web tv thing? A system designed specifically for the family to surf the web on their TV set. Everything is just begining, not ending. Will the market correct? I'd venture to say yes, eventually...and quite a few times, at that. But in the long run...if the economy does not collapse, the internet is the future...the surface hasn't even been scratched yet. Who will propser ? The good one's, of which I consider Lycos to be one. Will the small boys get pushed out. Yes. Or Bought out ! But the folks like Yahoo and Lycos will be around for awhile, and who knows..could join forces down the road...I see alot of " merging " happening between these internuts over the next 5 years...who merges with who...is anybodies guess. Anyway, if your worried about short term fluctuation...then yes...get out because this is not the stock for you. If you want good long term gains.....I couldn't think of anyplace I'd rather be for the long term.

Best wishes



To: T-Lo Greens who wrote (1208)11/24/1998 12:55:00 PM
From: TechTrader42  Read Replies (1) | Respond to of 2439
 
Tony: Looks like you scooped the wire services:

AOL-Netscape deal spells trouble for smaller portals

By Duncan Martell

PALO ALTO, Calif., Nov 23 (Reuters) - If America Online Inc.'s talks to buy Netscape Communications Corp. for about $4 billion leads to a deal, the resulting powerhouse would spell trouble for second-tier gateways to the Internet.

"This is not at all good news for the secondary names" such as Infoseek Corp., Lycos Inc., Excite Inc. and others, said Duane Eatherly, a money manager at Banc One Investment Advisors. "You have one of the two 800-pound gorillas enhancing their distribution channel overnight."

AOL, the No. 1 online service, and Netscape, a pioneer in creating the market for Internet browsers, on Monday confirmed they were in merger talks. If AOL were to buy Netscape it would combine two of the five most heavily trafficked sites on the Web. And as this new medium called the Internet has evolved in the past five years, the winners are already becoming clear.

Yahoo! Inc., Microsoft Corp. with its MSN online service and portal, or gateway, and AOL have emerged as heavyweights, leaving behind smaller Internet portal companies like Excite, Infoseek and others. Other early Internet winners are Amazon.com Inc., which sells books and CDs over the Web and search engine company Inktomi Corp.

"This is probably not making their day," Jim Balderston, an analyst at Zona Research Inc. in Redwood City, Calif., said of smaller portals.

Although many of the companies had high-flying initial public offerings, revenue and earnings are still hard to come by on the Internet. Internet companies are racing to create portals, a one-stop shopping site for starting to surf the Web, in the hopes of garnering more revenue from advertisers.



To: T-Lo Greens who wrote (1208)11/26/1998 12:57:00 AM
From: TechTrader42  Read Replies (1) | Respond to of 2439
 
The Motley Fools are selling off portions of AMZN and AOL in their Fool porfolio. I wonder whether that could could trigger more selling in the Internet sector and affect LCOS.

fool.com

Brooke