It's incrementally positive. ... It's not a negative but does it open up a new opportunity? I'm not sure it does that.
Netscape will have to spend more and do more to catch up ... But they still have 60 percent of the browser market share.
For the same reason Excite is successful as a search engine, I think community focus sites are doing well because that's all they do.
I think they'd get the most value out of a large media company or a big retailer on the e-commerce front. But there are a lot of different things that can accelerate growth.
It's an odd arrangement of competition and cooperation, ... Because [the joint venture] is Netscape branded, they're hoping to build the Netscape brand rather than the Excite brand.
When the [profitable] numbers first came out I think we were all scratching our heads, saying, 'no way.'
What is exciting, is for the first time we are starting to see leverage in their operating models so they should remain profitable.
It was a great quarter for the company. Revenue growth was much stronger than anticipated.
The last thing the market needs, ... is another 250 public Internet companies. I think this is the biggest threat to Internet valuations.
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