RealTime IT News

Spiderman: Lycos Value Per User Jumps 15%

While Web site values per unique monthly user maintained the $70ish average level for the top 10 sites, the acquisitive Lycos, which agreed to acquire WiseWire in the directory space, shot up nearly 15% while its rivals were running to stand still.

Our latest number crunching shows that without value premium leader Yahoo! (NASDAQ:YHOO) in the mix, the average falls to $63 per user, putting Lycos at just over that mark.

Mecklermedia's WebSite Value Index

WEBSITE

Monthly

April 29

May 6

April 29

May 6

VALUE

Unique

Market cap

Market cap

Percent

Value

Value

Percent

INDEX

Users

or est. PMV *

or est. PMV *

change

Per

Per

change

(sorted by value per user)

(millions)

(millions)

(millions)

User

User

Yahoo

32.5

$ 5,419

$ 5,273

-2.69%

$ 166.87

$ 162.38

-2.69%

Microsoft.com*

18.0

$ 1,800

$ 1,850

2.78%

$ 99.91

$ 102.68

2.78%

AOL.com*

17.7

$ 1,500

$ 1,550

3.33%

$ 84.57

$ 87.39

3.33%

Excite

19.3

$ 1,411

$ 1,488

5.46%

$ 72.98

$ 76.96

5.46%

Lycos -Tripod

15.1

$ 866

$ 992

14.49%

$ 57.28

$ 65.58

14.49%

Netscape.com*

23.4

$ 1,450

$ 1,500

3.45%

$ 61.96

$ 64.09

3.45%

Infoseek - WBS

16.2

$ 999

$ 964

-3.48%

$ 61.65

$ 59.50

-3.48%

MSN.com/Hotmail

14.4

$ 775

$ 780

0.65%

$ 53.76

$ 54.11

0.65%

AltaVista*

7.5

$ 250

$ 260

4.00%

$ 33.42

$ 34.75

4.00%

GeoCities*

14.4

$ 310

$ 325

4.84%

$ 21.50

$ 22.54

4.84%

TOTAL

$ 179

$ 14,780

$ 14,982

1.36%

$ 714

$ 730

2.25%

AVERAGE

$ 18

$ 1,478

$ 1,498

1.36%

$ 71

$ 73

2.25%

(c) 1998 Mecklermedia, Internet.com; *PMV=private market value, estimate what it could be worth among private bidders

Meanwhile, privately-held GeoCities gains a few points in our estimated value as its new CEO presses the commerce button, which may be easier said than done in a site full of users used to freebies. But the button's been pushed nonetheless.

It's still a bulk game as these digital swap meets clamor for heavy retina action or at least flashing eyelids. But "looks" deceive, and as some might say, they aren't everything.

It's at this juncture that the slacker that dreamed up the phrase "information wants to be free" can be seen quietly sneaking out the back of the room as content and people magnets try to wean a Net generation bent on keeping coin in pocket to commerce or marketing deals that make them part with their shekels.

Render unto Caesar what is Caesar's or Marc Andreessen what is Marc Andreessen's as the new age prophets proclaim on news Netscape inks a deal with Excite whereby the search and guide will pay it $70 million over two years to provide it services.

Again, this is a pure retina race with Excite expecting more than cold stares. Excitescape?