InfoSpace (INSP): Where GNET went! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

INSP 92.27

0.0%

Jan 2 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: neverenough who wrote (2017)	3/16/1999 4:49:00 AM
From: KJ Duke	Read Replies (2) of 28311

GNET at $113 is a great risk/reward scenario. Risk profile - Paul Allen will buy my shares at $90, I've got downside of 20% (probably less than just about any Internet company in the market; I generally assume that any Internet co could drop 30%-50% in a short period of time). Reward profile - GNET looks increasingly like a cross between XCIT and CMGI. If mgt uses new capital to build brand equity and make smart acquisitions, thereby expanding its user base significantly and building a portfolio of "sticky" sites, its market value could expand at an extraordinary pace. I think this could finally be the event that wakes people up to the vision of mgt and the potential for GNET to be a major, broad-based competitor, rather than just an "interesting niche player", which seems to the standard knock from Wall St. Market comparables based on where GNET is heading, suggest a market cap of $3-$5 billion, or a stock price in the $200-$300 range. So in my mind, from Monday's closing price: Upside = 75%-150% Downside = 20%

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next