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 89.54

+4.0%

1:51 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: NotNeiderhoffer who wrote (8438)	6/26/1999 1:19:00 AM
From: GraceZ	Read Replies (1) of 28311

NotN- Excellent post as usual. we are very similar to ATHM if you include GNET+HSAC I've been long on ATHM almost from the beginning, GNET since last year. The jury is still out which company is going to be the one to allow me to retire in comfort or whether it will be both. The approach that each has taken is very different, although they may wind up in the same place. ATHM is basically banking on the idea that if they own the pipe, people will come. Their merger with Excite shows that they are looking ahead to a time when they will have content to hold people, especially considering that there is a limit to their exclusive access to these pipes. Gnet OTOH is going at it from the content side, holding onto people first and getting them the pipes later. PA has gone about putting together these cable assets in a cost effective way. Steve Case might learn a lesson here instead of just crying to the feds and congress. Athm is ahead in roll out. Subscribers tell me over and over how much they love the fast cable internet.... no one says they are there for the content and they almost always say that they bypass it altogether. This is where GNET has it all over ATHM. Obviously I'd be happy with a two for two here....but either one will do. Certainly GNET has been able to do a great deal more with a great deal less. It remains to be seen whether ATHM can hold together the cable partners since T has such a big stake now. So in the future there could be some defections. I think that the figure that comes to mind is that Charter passes 22 million homes (please some body correct me if I'm wrong) They would only be third in size if that is so. ATHM is being VERY aggressive overseas, Canada, Japan, Netherlands, etc. I figure that both of these companies are a broadband play. We are all going to have some form of broadband internet access in the not too distant future. Vulcan is exploring other avenues besides cable and I see GNET being deployed across a multitude of broad and narrow band solutions so it is not limited to only cable. Cable is very slow to roll out and deploy. Every quarter we have been promissed plug&play cable modems and we still don't have them. The positive is the backbone that ATHM is putting in place will allow for a greater speed, basically creating a network within the network that is not subject to the internet's bottlenecks. This will allow for all the bells and whistles that people have been asking for since the first day they set eyes on a web page. notnearlyasconciseasyouarebutIgaveitmybestshot.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next