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Technology Stocks : Lycos -- Ignore unavailable to you. Want to Upgrade?

To: Brian Malloy who wrote (2087)	5/18/1999 7:16:00 PM
From: CanynGirl	Read Replies (4) \| Respond to of 2439

I listened to the cc. To paraphrase Davis when asked 'why the split now': "we did it to juice the stock price". lol Well, I guess you have to admire his honesty. ;) But he has a good point, there's not another top 20 site that has such a low valuation as LCOS. (His words, I haven't checked yet.) Some analysts seemed surprised at the strong revenue growth. I sense upgrades soon. JMHO. Another interesting point, international numbers and hotbot are not included in their numbers. I didn't catch when hotbot deal would be finalized, but I believe it's soon. He also said the auction site is currently free, but as it grows in popularity, it will move to fee-based ala EBAY model. The deal with TMCS seems to be particularly attractive. The amount of free advertising they get from that is outstanding. They said they will continue to be acquisitive where they can find accretive opportunities. They haven't lost a single senior employee and turnover is very low. GM% and Operating % both improved. Their online communities are now the largest with 6.75 mil surpassing geocities. Davis said we'd hear more about their storefront in the coming months (this is their partnership with OMKT). Pageview growth 20% (does not include international whereas Yahoo's numbers do per Davis). Has surpassed Yahoo in reach with 51.8% or 52 mil unique users. Their CFO also said their CPM's actually inched up 50cents do to the fact they offer highly targeted advertising. And Davis said, they are the fastest growing portal on the web today. That's all I remember. CNBC interview tomorrow should be interesting.