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Technology Stocks : InfoSpace.com

INSP 90.90

+0.3%

Nov 12 3:59 PM EST

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To: Estephen who wrote (1693)	3/24/2000 7:30:00 PM
From: David Howe	Read Replies (4) of 3070

<< Network-appliance market last year totaled $2.4 billion and will jump to $17.8 billion in 2004. 725 % increase in network appliance market in 48 months. insp will get the biggest piece of this market. I'll post the cell phone market data later. The market is awesome. >> How much of this market INSP can garner will determine how UNDER valued INSP is at this time. Even mature stocks like CSCO and MSFT trade at 25 - 50 times sales. If INSP just gets 10% of the 2004 market that's sales of $1.8 billion. Go conservatively with 30 times sales and you end up with a market cap of $54 billion. INSP would have to triple from today's level to get to that price. I won't use the argument that net stocks today are trading at more than 100 times future sales, that would be to bullish. INSP stands on its own using old economy Price to Sales ratios (for mature tech stocks). Dave

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