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Technology Stocks : InfoSpace.com
INSP 97.89+1.5%3:59 PM EST

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To: A.L. Reagan who wrote (1540)3/13/2000 1:56:00 AM
From: Stuart C Hall  Read Replies (3) of 3070
 
INSP is a King of providing wireless content. I never said they created the content. Whether it is their own doesn't matter. Again, look at Yahoo. You can go to Yahoo and get your Yahoo info on your wirless device. Big whup. Who's providing that "repackaged" content? INSP.

I work for an Internet company here in San Diego. We provide services to AOL and others. Mostly we provide a way for them to plug into various sports feeds for their sites. We have a large revenue stream providing these services. We don't produce one iota of original content for them but we take existing content and provide a meaningful context for this information. Based on our success I think I can safely extrapolate that to INSP and justify continued growth. INSP provides the same service on grander scale in a new and hot arket.

I like the presence of persistent, intelligent bears/shorts on this thread. Sharpens my thinking on my investments. Again, I think you have to look at the inroads that are being made by INSP. Will they sustain their market cap? Remains to be seen. You've bought up some quality points. Maybe they are ahead of themselves. As a long, I have to recognize a top and take some profit. However, I still view INSP as a valid investment. You've helped me decide to take some profits, but I'll retain some INSP shares in my IRA. I'd still be careful shorting this one. I don't think you have the full picture yet.

Good luck and I look forward to seeing this all play out.

Stuart
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