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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 82.84+1.3%2:04 PM EST

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To: RTev who wrote (4052)4/20/1999 12:10:00 PM
From: Lizzie Tudor  Read Replies (2) of 28311
 
I'm in a stock just like gnet but fast forward 3 mos or so... doubleclick. It was once a bit of a laggard and has inched its way into the top tier, or the upper second tier. (I believe they always had more analyst coverage however - but no Allen investment so maybe they cancel each other out? - lol)

I do believe that gnet has some core strengths and they should focus on them, however. Imo SI is their biggest asset as the premiere discussion forum on the web. They should do everthing to expand and promote SI into other forums etc. They really have no competition there - its gnet's market to lose. Some people think metacrawler is #1 so theres another thing. (I'm not up on se's) I am of the opinion that adding "me-too" sites such as auctions really don't bring much to the party, however.

I don't know what they plan to initiate with Allen either. Hopefully some plans will emerge on that front but we don't know right now, I don't think its a given really that gnet will become to Allen's cable network what excite is to @home.

On analysts, Steve Harmon imo is better than other internet analysts so its not like nobody covers gnet but no one from the big houses.
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