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Microcap & Penny Stocks : Tokyo Joe's Cafe / Societe Anonyme/No Pennies -- Ignore unavailable to you. Want to Upgrade?

To: Maakamil who wrote (28157)	12/15/1998 10:33:00 AM
From: tonto	Respond to of 119973

SEEK probably had its move. It has been a good stock to trade both ways for the morning. DLJ has a different viewpoint regarding SEEK... "A quick look at the brief history of internet aggregation tells a clearly delineated story. The early leaders have maintained their position and extended it. Yahoo! and AOL were the leaders in 1996, and remain stronger than ever on both reach and traffic. Of the emerging contenders, only Microsoft has exhibited the determination, skill and cash to effectively build the brand, generate the audience, and make advertisers take notice. It also enjoys a uniquely strategic position, owning both operating system and browser market share. Bear in mind the skills required to create a compelling on line consumer experience are not at all thye same as those that characterize brick and mortar success stories. Specifically, Disney's point of differentiation being that it owns the content features on Go.com, ignores the hypothesis that consumers go to a portal for an agregated and theoretically unbiased content experience. As we outlined in our June 15 Internet Observer, "Ruby in the Dust", the irony of the internet sector is that the bargains are not in the lower priced goods. Those quality companies that have arrived first are the heirs of fame and riches... While we are not going to ignore the impact of a Disney-backed portal on the market leaders, we hope that any misguided fear about the launch of Go.com might provide investors with an opportunity to buy the real value plays in the internet portal space, namely AOL and Yahoo! Enjoy trading SEEK, and take advantage of the Merrill reiteration. It may be to help the mutuals funds sell some of their shares... This is a day to day market.