but do you really think that the average person genuinely tries to analyze GNET as much as we do? :>)
Uh, no... lol. However I really do think that in the last few months cable as the preferred medium for delivering internet content has waned, in favor of DSL or preferably wireless. I think the Charter comm IPO will be hot, but nowhere near as hot had it been offered 5 mos ago... I realize you can say that about the entire net sector but specifically, in terms of cable it is more so, jmo.
There used to be a whole bunch of portals and a bunch of other content sites... lycos, cnet, excite, etc. etc. and its beginning to look like AOL and yhoo are pulling ahead and everybody else is falling back. No real surprise with that since it happens in every industry but the problem with cable is, the rollout isn't fast enough and critical mass is occurring in AOL and yhoo as we speak... so there goes excite down the drain.
Now, the question is, what separates gnet from excite? I think gnet is a much better company, because it is a collection of top sites, as opposed to just a general portal. But the street might not see that, and there is no content company worse off than excite right now, imo.
As far as hypermart goes, I haven't heard anybody comparing it to amzn (and to be honest I don't think what amzn is doing is quite as revolutionary as the PRs make it out to be)... but, small business used to be wide open and now its not.
I'm not negative on gnet - I'm just trying to explain why the stock might be lagging and this Charter news was greeted with a yawn. |
