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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Nazbuster who wrote (3014)	12/13/1998 12:33:00 AM
From: Jeff O'Brien	Read Replies (2) \| Respond to of 90042

Thread, I don't think I've seen wcom (64+) mentioned here before. I've had leaps on this for a couple of weeks, and i've watched it move up 7 points since I bought them. Dorsey Wright has a price target in the low 90's and Smith Barney has a price target of 125 (per my broker). Any comments? Jeff O'Brien

To: Nazbuster who wrote (3014)	12/13/1998 12:34:00 AM
From: Glenn	Read Replies (1) \| Respond to of 90042

Nice post and a gold star for excellent research. Im not a fan of net pc's. But lets not ignore the success of citrix. Its sells a version of the net pc. The huge advantage here is the lower cost of network administration in the corporate environment. The network administrators have to manage the software on each workstation in the corporation. With the thin client or a product like citrix's, this is unnecessary, the actual software is on the host. The company updates the host and the pc's automatically are updated. Windows NT is successful because it caters to the corporate network administrators. This will probably see some success and it won't be based on pc prices but corporate IS control issues. Glenn

To: Nazbuster who wrote (3014)	12/13/1998 2:07:00 AM
From: Tim Luke	Respond to of 90042

50+ next week ? ................. Sunday December 13, 12:01 am Eastern Time Disney and Infoseek launch new Internet portal By Andrea Orr PALO ALTO, Calif., Dec 13 (Reuters) - A lot of people can expect to start hearing a lot more about the Internet over the next several weeks, even if they never go near a computer. The reason? Walt Disney Co. (NYSE:DIS - news) has weighed in with an online presence and plans to apply its legendary marketing brilliance to ensure its new venture is a big success. Disney and the Internet service Infoseek (Nasdaq:SEEK - news), which formed an online alliance over the summer, will on Monday preview their new Internet portal, the Go Network (www.go.com), which aims to become one of the most popular destinations online. The Go Network is expected to go live early next year. For Sunnyvale, Calif.-based Infoseek, a popular but not quite top notch Internet service, the Disney deal will deliver the dollars and marketing muscle that could potentially turn its brand into a household name much bigger than current industry leaders like Yahoo (Nasdaq:YHOO - news) or America Online(NYSE:AOL - news). ''Disney owns ABC and they can use it to promote the heck out of the Go Network,'' said Forrester Research analyst Bill Bass. ''They have not only the television operation, but movie studios and theme parks. Go will be featured at Disney World, on Disney movies, on Disney cruise ships. That is promotion that you really couldn't buy.'' Another analyst who asked not to be identified said: ''If you've ever watched a kid watching a Disney video, they watch a bunch of Disney ads before the movie even starts, and they watch another half hour of ads after it finishes. Now those ads are all going to be Go, Go, Go.'' The move comes at a critical time in the Internet industry, where several young irreverent businesses are morphing into established media powerhouses with the backing of bigger, wealthier partners. America Online's purchase last month of Netscape Communications Corp (Nasdaq:NSCP - news), has triggered talks that other independent Internet portals will be swallowed by big media companies seeking an entree or expanded reach in cyberspace. ''It made us think, 'Yeah, we made the right decision,''' Barak Berkowitz, Infoseek's general manager of the Go Network, said of the America Online/Netscape deal. ''We have clearly teamed up with one of the most powerful entities.'' The new Go Network provides many of the same services offered on other Internet portals, including news, stock quotes, chat rooms, search engines, and personalization to feed users the appropriate horoscope or weather report. Infoseek says it has tweaked the standard Internet portal model to deliver better search results, and to make it easier for users to travel back and forth between Web pages. And while online porn sites will still be available to people seeking them, the search function on the Go Network has been built in a way that people are less likely to stumble upon a porn page while searching for something innocuous. But outside observers seem less interested in these improvements than they are in the Disney name. Along with promoting Go Network to the outside world, Disney will be able to steer millions of visitors from other properties like ESPN.com and ABCNEWS.com onto Go.com. ''I don't think there are many strong brands out there,'' said Bob Walberg of Briefing.com in Chicago. ''I still don't think mainstream America is all that familiar with the differences between Lycos, and Excite and Infoseek.'' There is one problem. Investors, who have raced to buy stock in almost anything related to the Internet, have shown indifference to Infoseek. Although Infoseek stock rallied this past week in anticipation of the Go Network launch, it has not reached the stratospheric levels touched by stocks like Yahoo or AOL. Bass said AOL's current stock price puts the company's worth at that of Disney and Time Warner (NYSE:TWX - news) combined. One reservation is over the ability of the two corporate cultures to blend, and over Disney's willingness to defer to its partners. Another is the financial terms of the deal, which is so complex even some financial analysts say makes it hard to understand how the two companies will share the profits. ''Surely a large company like Disney could slow us down,'' said Infoseek's Berkowitz. ''But they know that they have to manage this differently. They have a huge investment in Infoseek being successful.''