InfoSpace (INSP): Where GNET went! Message Board

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

INSP 90.90

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Nov 12 3:59 PM EST

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To: NotNeiderhoffer who wrote (8434)	6/25/1999 1:40:00 PM
From: Sam Sara	Read Replies (3) of 28311

A humble question: what is the distinction between a "buy side" and "sell side" analyst? Queasiness overcame me this AM and I lightened up my net stock position. Everwhere I look I see people expecting earnings driven runup for net stocks (not only GNET, of course). This is keeping a significant number of people in net stocks. What I am worried about is that overall market swoons in early July, which will negate much of positive internet news- in a bear climate, good news can be ignored, for no logical reason. If earnings run up does not materialize, then momentum players exit, and bad news arrives. I am certainly not sure if this will happen, but I am risk averse at present that I am willing to act on this scenario. I have not been investing long enough to have a good "feel" for the plausibility of this scenario- any gray-haired wise owls care to comment?

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