InfoSpace (INSP): Where GNET went! Message Board

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

INSP 81.73

-2.5%

Nov 7 9:30 AM EST

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To: playavermont who wrote (16315)	1/20/2000 11:46:00 AM
From: jon zachary	Read Replies (4) of 28311

i honestly don't think that we will see any huge deals from them..they like to acquire or invest in small companies that are profitable yet underdeveloped. then go2net integrates and develops them into more mature companies within the network. it has worked with almost all the properties except for 100hot which seems like a useless buy to me. they struck out on that one. anyway, i guess russ doesnt see any bargains right now out there. the thing i like about the broadband and wireless portals they are developing is two things, first of all any revenues derived from these sources has not been accounted for as of yet on the analysts estimates, secondly they can license both portals to other companies. they are not exclusively tied in to vulcan on the portal deal. any revenues derived later this year could lead to serious upside surprise e.p.s. numbers. i think we will see nice action on this stock towards the middle of the year. between games.com, broadband partners roll out, wireless strategy, new deals, etc.. i see this all happining towards the middle of the year. the stock price should follow. patience pays... jZ

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