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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 89.89+8.0%Nov 21 3:59 PM EST
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To: levy who wrote (7092)6/8/1999 11:55:00 AM
From: Obewon  Read Replies (2) of 28311
 
I'd like to help you but currently there is no "correct" method for valuing Internet stocks as most have business models that are dissimilar. Some depend almost exclusively on advertising. Others depend on revenue streams due to strategic alliances. Some are subscription based and others depend on e-commerce. Most analysts, myself included, can't come up with a credible analysis due to the lack of info about these various revenue streams. Those few Wall Street analysts that have published estimates are just throwing darts at the side of a barn and (IMHO) aren't worthy of publishing because their analysis has so many no-basis assumptions to make it useless.

I became interested in GNET when they bought SI. I think that their business strategy (not necessarily the model) of building low cost scalable content gives them an edge over many other content aggregators. The more recent possibility of Paul Allen bundling GNET in with his cable holdings is also a positive development. However, these are general "gut-feeling" issues and I currently have no idea where the major revenue growth of the company is going to come from in five years. Advertising will remain a large portion of the company's revenue in the foreseable future but Internet ad rates could significantly increase or decrease in the next couple of years depending on whether company's believe in their effectiveness.

Getting back to you question though, I can't help you with any credible way to rank GNET against the other portals.

Obewon
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