| 4:46 pm on Feb 3, 2001 (gmt 0)|
Are you expecting good things or bad at NBCi, rc??
| 5:15 pm on Feb 3, 2001 (gmt 0)|
Actually, I'm slightly hopeful, though I think the immediate numbers are going to be dismal for NBCi. I'm a little concerned that Disney's dumping of GO might cause a knee-jerk reaction by other entertainment-oriented portal owners and we may get a concurrent announcement that NBC is killing its internet creation.
On the other hand, GoTo worries me. Recent threads have indicated that conversion rates have gone down and -perhaps consequently- so have bid rates. If this is a widespread phenom, GoTo may be deepening its death-spiral.
| 6:09 pm on Feb 3, 2001 (gmt 0)|
Where is gonna end up? All the power in the hands of the few?
| 9:17 pm on Feb 3, 2001 (gmt 0)|
>in the hands of the few?
In a word, Yes.
| 10:53 am on Feb 5, 2001 (gmt 0)|
The big difference is that NBC is a TV Media company. They have to roll with the punches. Figuring out what is going to work in the 7pm time slot on tuesdays is different than what Disney does. Disney sets around for months on end with focus groups of children looking for the next Lion King or Little Mermaid. Although ABC was in with Go, there was no cross utilization of that talent - it was a Disney/Go production.
NBC on the other hand, has the backing of Microsoft and of its TV production machine. That is vastly different. I'd think NBC has more net oriented media resources than even AOL/TW. Time Warner for the most part is the magazines - granted ted turner has some say, but I don't think we'll see CNN producing the next AOL portal with Time magazine.
There is the wildcard of how NBC is viewing MSN and its .net initiative. I think that is why we saw the name change to NBCi. They wanted it to be an extension of NBC and not MSNBC.
I really think NBCi will be in it for the long haul. They can't afford NOT to be there with the power that Iwon.com and CNN.com are showing.
| 11:19 am on Feb 5, 2001 (gmt 0)|
I was really heartened by their "Quick Click" move -- it shows NBCi appreciates that the web is about information, and not just entertainment. That's hopeful.
| 2:43 pm on Feb 5, 2001 (gmt 0)|
>I really think NBCi will be in it for the long haul. They can't afford NOT to be
My chief concern is that they were spun off into a separate corporate entity and the stand-alone earnings/loss and stock price may drive the decisions. Had GO been a part of Disney, and not DIG, I think the outcome may have been different.
| 2:08 am on Feb 9, 2001 (gmt 0)|
I've heard that GoTo will release their Q4 results late on the 13th.
| 6:41 am on Feb 9, 2001 (gmt 0)|
They can't afford NOT to be there with the power that Iwon.com and CNN.com are showing.
Going off on a tangent, where can I find some info. on Iwon and how it's doing? I was surprised by Brett's comment above, I didn't know Iwon was doing well. Is Iwon becoming a bigger player in the SE game?
| 2:34 pm on Feb 9, 2001 (gmt 0)|
Take a look at Top9, I like them for "consumer use" rankings.
I haven't seen any financials on them, but we should start looking.
| 2:46 pm on Feb 9, 2001 (gmt 0)|
dig deep on #12
| 2:19 am on Feb 14, 2001 (gmt 0)|
We have the Q4 results: