InfoSpace (INSP): Where GNET went! Message Board

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

INSP 82.44

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12:08 PM EST

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To: KLP who wrote (14627)	12/8/1999 7:11:00 AM
From: levy	Read Replies (2) of 28311

From that mindless trillionaire thread possible news about mindspring? To: SarkieBug who wrote (1647) From: SteveG Wednesday, Dec 8 1999 2:13AM ET Respond to Post # 1648 of 1648 fwiw, Salomon Smith Barney's Lanny Baker (who was early pounding the table on DCLK over a year ago) was this evening pounding the table on GNET - highlighting Mindspring relationship to be announced in AM and 20-25% street under-estimation of quarterly revenue (which should come in near $11MM). also highlighted un-modeled continuing traffic from MSFT website and the leadership position that GNET has. feels that GNET (~$2B market cap) is a stronger grower than LCOS (~6$B market cap) and has more diverse revenue drivers. no target given, but safe to say on a comp basis, Lanny feels a market cap equal to LCOS is entirely reasonable. imo, look for a good opening pop - and if not, seriously consider adding

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