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Technology Stocks : INFOSEEK (GO) -- Ignore unavailable to you. Want to Upgrade?


To: Smart Investor who wrote (8595)12/18/1998 3:54:00 PM
From: Tom Klempay  Read Replies (2) | Respond to of 9343
 
I will try and be civil, but this latest attempt at bashing SEEK borders on the clueless.

If you did your research, you would know that Jonathan Cohen is the same ML analyst who upgraded SEEK this past week and gave a 12-18 month price target of $55. So much for your conclusion that SEEK is worth $10 based upon his AMZN price target.

-tk




To: Smart Investor who wrote (8595)12/19/1998 1:56:00 AM
From: chirodoc  Respond to of 9343
 
when looking at seek vs. amazon you
are making a comparison that could make you crazy
why compare ford motor company and netscape?
they are two totally different businesses
seek and amzn are totally different
amazon is the barnes and noble of the web
seek is a media portal

i agree with jonathan cohen
in a few years seek will be worth as much
or more than amazon

right now seek is fairly priced to underpriced
amazon is overpriced

this is based on margins and future earnings
amazon margins are razon thin--portals have fat margins
that is a huge difference and gives seek, yhoo,lcos, etc., an edge

curtis