InfoSpace (INSP): Where GNET went! Message Board

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

INSP 124.41

-2.3%

Nov 28 9:30 AM EST

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To: mrginz who wrote (19876)	7/7/2000 5:27:13 PM
From: trouthead	Read Replies (1) of 28311

Welcome to the Curmudgeonly Report. I am the Curmudgeon and here is my report. What will it take for GNET to get on an upward trend? Earnings and continued growth. The inet sector has been caught by reality. The reality that says profits matter. We are in a wait and see world. GNET is a second tier portal in a sector that is experiencing a slowing in the growth rate. We know they have other irons in the fire, though it has been a while since we heard any news about progress, but it is very uncertain how those ventures, broadband, portal licensing, acquisitions etc, will congeal into a viable, growing whole. And the market hates uncertainty. So to recap, we need growth, profits and clarity of direction. With the current Missouri attitude in the market it could take 3 to 4 quarters for that to take a shape that people are comfortable with. jb

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