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

To: Tom Klempay who wrote (8596)	12/18/1998 4:17:00 PM
From: Cape Cod Charlie	Read Replies (1) \| Respond to of 9343

Using that same analyst's thinking--If Amazon at $300.00 is a $50.00 stock AND SEEK is a $55.00 stock--does that not mean that SEEK could very quickly catch up and start trading at $330.00 per share? And that may not be too far fetched in the not to distant future.

To: Tom Klempay who wrote (8596)	12/18/1998 4:23:00 PM
From: tonto	Read Replies (1) \| Respond to of 9343

Robertson Stevens finds SEEK unattractive. December 18, 1999 We continue to find the Infoseek stock unattractive for public shareholders. The stock is trading near the price of $50, where Disney can exercise warrants to own 50.1% of Infoseek. If it were to make a bid for the rest, we doubt it would face any competition, suggesting no need to pay much of a premium. Thus, if GO works, it seems unlikely to us that public shareholders will see much stock upside. In the meantime, Infoseek owes Disney $139 million as part of Disney's purchase of a 43% stake in Infoseek. BancBoston Robertson Stephens maintains a market in the shares of Amazon.com, CMG Information Services, CNET, Dialog, Digital River, DoubleClick, Ebay, Inc., ETrade, Excite, Gemstar, Getty, Infoseek, Lycos, Microsoft, NetGravity, Netscape, Network Solutions, NewsEdge, N2K, Onsale, Preview Travel, SportsLine USA, Yahoo! and has been a managing or comanaging underwriter for or has privately placed securities of Digital River, Ebay, Inc., ETrade, Excite, Onsale, and SportsLine USA within the past three years. Analysts opinions differ. As I pointed out, Merrill Asset Fund has/had 2,000,000 shares and had much to gain by their release. They may or may not be right. Robertson Stephens maintains a market in SEEK and they may or may not be right. The market eventually will make that decision.