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

To: SHGLaw who wrote (8599)	12/18/1998 6:32:00 PM
From: Smart Investor	Respond to of 9343

One of the Cardinal rules of investing is that one should not fall in love with a particular stock. Therefore, for you SEEK bulls, it is important to listen the opinion of people on the other side. Have you seen that review of the GO.Net ? The title of this review is Don't Go, it gives a thumb down to the recent GO.Net. So read this carefully! cbs.marketwatch.com

To: SHGLaw who wrote (8599)	12/18/1998 6:34:00 PM
From: tonto	Read Replies (2) \| Respond to of 9343

You are wrong. I posted a respected firms comments released today. 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.