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Technology Stocks : Broadcast.com (Acquired by Yahoo) -- Ignore unavailable to you. Want to Upgrade?

To: Pruguy who wrote (1189)	4/13/1999 1:13:00 AM
From: B. A. Marlow	Read Replies (2) \| Respond to of 1260

Find MSFT/YHOO provocative, Pru?! Hey, what do I know?! Just a pack rat here. Keep buying this stuff and putting it in my mattress. A closer look: MSFT both needs and can easily afford YHOO at $100B (say, $500+ per share). It has the stock currency (maybe even stock plus some cash), albeit at lower multiple than YHOO's. The longer MSFT waits before acting, the more important such a deal may become. Justice the fly in the ointment. With this in mind, here's our tentative lineup in the Net's "Holy War": AOL/NSCP (direction clear, AOL "anywhere" coming; acquires CBS? RNWK?) (T) ATHM/XCIT/WorldNet (cable/broadband exploitation; acquires RNWK?) CBS/MKTW/SPLN (added Hollywood.com and StoreRunner.com; could add INF content; still no portal; likely merger partner?) CMGI (building a "Net TV portal" around Magnitude Network and other properties?) DIS/SEEK (Go Network) (needs more acquisitions; may spin off Go to create stock currency) (GE) NBC/CNBC/MSNBC/CNET (Snap!)/ITVU/Cyclone (needs to spin off Snap! or buy control of CNET to create stock currency for acquisitions) MSFT/MSN (relationship with NBC; developing ties with YHOO; money and technology in search of Net leadership; clearly, an underachiever) TWX/CNN/Roadrunner (cable/broadband exploitation; may IPO Net properties to create stock currency; still no portal; CNN/CBS News merger idea apparently on hold) USAI/TMCS/LCOS (already seems too small to compete; still looks like a merger candidate; controlled by VO/Universal; Barry "The Godfather" Diller aggressive) Vulcan/Charter/GNET (cable/broadband exploitation; cable unit IPO likely; will create stock currency; more acquisitions to come via GNET as well; Paul Allen has cash) YHOO/GCTY/BCST (can stand alone, but MSFT can't take on AOL without it; apparently no exclusive TV network or motion picture studio affiliation; buys EGRP?) So, Pru, want to fill in anything here? Anyone? BAM