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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?


To: SteveDavis who wrote (6782)1/20/1999 9:32:00 AM
From: LastShadow  Read Replies (1) | Respond to of 43080
 
Well, we could start a scenario here...

DIS buys GBFE as give-away content for CPQ on their new Portal MSPG, this ties in with Shopping.com buy for ready ecommerce, and revamps the Alta Vista search engine to go against LCOS, who gets bought out by Lucent, leaving only SEEK in the open, which DELL buys along with another ecommerce site...

Which reminds me...have you noticed that neither GTW nor DELL have acquired any search engings, auction/shopping/ecommerce houses yet. They must to compete with CPQ. I think we should start keeping an eye out for those types of acquistion candidates.

lastshadow