InfoSpace (INSP): Where GNET went! Message Board

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Technology Stocks : InfoSpace (INSP): Where GNET went!

INSP 82.06

+0.3%

Jan 28 3:59 PM EST

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To: New Dog who wrote (12896)	10/15/1999 11:54:00 AM
From: White Shoes	Read Replies (1) of 28311

The valuation on this thing is so subjective. But by dint of sheer 'positioning' this company will be fine. There are just too many opportunities for growth into new markets here. Also, the care that's been taken in the acquisitions means you have a superb stable of properties. IQC, Hypermart, Dogpile - these are all topnotch buys and should keep the company smart & savvy going forward. Even 100Hot is pretty impressive, though I do think they could be growing that end of the business more aggressively (maybe some hirings towards making 100Hot a bigger consulting operation). Thinking about what Go2Net can accomplish with a wider audience a la Excite@Home, I'd feel pretty secure in the company's future. Of course $30 isn't out of the question, but nor is $200. Good luck to all, WS

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