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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 71.75-2.3%3:25 PM EST

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To: Lizzie Tudor who wrote (6379)5/29/1999 5:56:00 AM
From: B. A. Marlow   of 28311
 
(O-T) Agree with you generally, Michelle, but not about PCLN.

Be careful in applying "conventional wisdom" to the valuation of PCLN which, incidentally, is a Paul Allen investment. It's likely to maintain an extraordinarily high valuation because its model is scalable and extensible to vast territory, especially B2B commerce. As AMZN isn't really about books, PCLN's not really about airline tickets.

Frankly, I'd like to see GNET get involved with PCLN, especially in bringing it to HyperMart and Haggle.

BAM
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