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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 89.89+8.0%Nov 21 9:30 AM EST

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To: levy who wrote (11572)8/26/1999 1:49:00 PM
From: Steven R. Michaud  Read Replies (2) of 28311
 
Hey Lev,

that's what I was kind of hinting at earlier with the netzero thing...

Is this going to be the wave of the future..(we know MSN is thinking about it)...AOL eventually will be forced to or lose a lot of their 30 million customers...

The real issue here is # of phone lines per customers...(I recently got connected to ERINET (~17$/month) and they told me that they have roughly 5:1 customer's to phone lines...

they said AOL is something like 30:1...

GNET could purchase leverage itself this way by offering free access, which would undoubtably give more hits to GNET or its sites; however, what is the profit of such a venture. The only thing I can think of is advertising revenue, which (I think) goes against what Russ and Co. are trying to do....

As a consumer, I think its great...so long as the ratio of customers to phone lines can be kept low

Any thoughts here...

Steve
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