SI
SI
discoversearch

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.com
INSP 75.78-3.5%Jan 30 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: grogger who wrote (1015)7/27/1999 7:33:00 PM
From: Obewon  Read Replies (1) of 3070
 
I happen to think that this is one company that is going to see its stock price come crashing down sooner rather than later when compared to its Internet peers.

Now before I get flamed for the above comment, let me just ask one question and think about supporting a realistic answer. Where is the company going to get the revenues to justify even a quarter of its current market cap (in the long term)?

There are only going to be a few large, successful portals and while the company could conceivably provide content to all of them, being the back engine of these sites is not going to drive revenue growth at over 50% a year for more than a year or two. Already growth is slowing at the largest Internet sites. Advertising spending will stabilize and alot of Internet companies will fail.

Good luck with you investment but don't delude yourself that just because the company is profitable that it will be a long-term success.

Obewon
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext