InfoSpace (INSP): Where GNET went! Message Board

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

INSP 95.61

-0.8%

12:39 PM EST

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To: levy who wrote (11470)	8/23/1999 4:18:00 PM
From: NotNeiderhoffer	Read Replies (2) of 28311

levy, I said Russ could not score on me which was just a little trash talking. In all fairness I should be on his team given that I am a Stockholder. You will notice I made the corner kick to Keister so we had to be on the same team. I am getting more comfortable with the new and improved SI. I was recently on vacation and found it to offer many of the same things I take for granted when I am in the office. I am not exactly sure how the SI/Multex arrangement will work but I use Multex and had to go through an "entitlement" process where I indicated which brokers I pay and then I can access their research. They also offer some "ala carte" offerings where you can pay by the piece for research you want to download. We also use First Call and there is a bit of redundancy between the two; I am used to having a small "N" show up next to tickers on my screen when there is news out on either FC, the dow or reuters "tape". I like to run off on Multex the original analyst report which would include earnings models; First Call's "notes" product usually does not include the entire report and is more for text and usually does not include any type of spreadsheet. First Call also has a "Research Direct" which essentially offers you the same thing as Multex-the original research including spreadsheet attachments. As far as timeliness goes, I think you simply have to be a client of the various brokerage firms and then you can access the research pretty much as soon as the next guy. Both Multex and FC Research Direct are just places to go with all the research in one location instead of accessing the individual brokers home pages and then moving to the next etc, etc. Hope you can follow that. In any case the new SI is a powerful tool and the advantages the big boys have over the little guy continues to narrow. Information is not knowledge though and I would hope the more serious of the small investors on main street continue to learn about basic accounting, corporate finance principles, rudimentary TA/Charting, valuation criteria, etc. As far as other data vendors, I would hope that GNET/SI management have talked to or checked out Primark's (PMK-NYSE) BASELINE product as I am a big fan of it. Nuff said. Please welcome to following folks to Team GO2Net. The Institutional Holding list continues to update activity in the June quarter-keep in mind some of these people might of sold their stock already In order of position size-biggest first-these are new holders only and there are some significant holders not listed here Fidelity Bank of America Securities Barlclays Bank Vanguard Group Bessemer Group Mellon Private Asset Mgmt Sirach Capital Mgmt Bankers Trust Morgan Stanley DW Miller, Andersen and Sherrard Pequot Capital PaineWebber State Street Fiduciary Asset Mgmt Deutsche Asset Mgmt Geewax, Terker and Co. Northern Trust Suffolk Capital Mercury Asset Mgmt Frank Russell Co. First Investors Kern Capital (theyre baaack) Salomon Bros Asset Mgmt Wall Street Tips JMV LLC Pilgrim Baxter Citigroup Merrill Lynch Japan DFS Advisors First Investors Mid-Cap State Street Emerging Growth Zevenbergen Capital Lehman Bros Reynolds Capital Bear Stearns PBHG New Opportunities Panagora Asset Management I snuck one in as a joke-see if you can catch it. No doubt a few index funds but certainly some notable active managers. Look for more mid cap funds to add to the stock-too bad the market cap is too high for many true small cap players at this point. NotaclosetindexerNeiderhoffer

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