The other new drive of value that I see is broadband. I won't debate cable vs. DSL here. The important part for these firms is in being on all mass platforms from dial up to cable to wireless. In broadband you begin to see separation from those with a strategy and those without. Part of that belongs to a deal premium that may have pushed Lycos too far too fast this year.
Shareholders vote on the proposed deal soon.
Meanwhile, Lycos' moves in Web radio, new ways of indexing, strong revenue results and reach I see as positive signs of business as usual for growth. Internet StockTracker will deliver to you all the statistics you need to assess the week's activity.