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Technology Stocks : InfoSpace.com

INSP 130.34

+11.2%

Nov 25 3:59 PM EST

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To: PAR who wrote (2335)	10/6/2000 2:24:07 PM
From: playavermont	Read Replies (1) of 3070

On this very down day ... some long term #'s to digest based upon company guidance as per my interpretation only... please forward any and all comments... The company has stated they anticipate 80%-100% revenue growth for years to come... maybe on the conservative side? my guess is for a time frame of about 3 to 5 years... They anticipate long term 33%-38% operating margins... --- Now for the guestimates --- Revenues --- earnings '01 $370 Million --- $65 Million '02 $703 Million --- $140 Million '03 $1.26 Billion --- $316 Million '04 $2.22 Billion --- $667 Million '05 $3.67 Billion --- $1.28 Billion All of the above is based on slightly slower revenue growth per year to 65% in 2005 with rising net operating margins per year to 35% by 2005. I believe one analyst's recent report said to expect next years estimates to be increased significantly... Will the market discount 3-5 years out into the future accurately as they did 3 years ago with YHOO when it had a paltry $70 Million in revenues and a $5 Billion Market Cap??? Now the $5 Billion Market cap is a steal a short 3 years later! Or... is INSP fairly valued at only DOUBLE what they were at this time last year with ALL the carrier announcements and the acquisition of GNET in the last 12 months? If the market does discount properly and INSP delivers...What are they worth now? $15 Billion?, $20 Billion?, $50 Billion? Market Cap as of this moment is around $6.5 Billion... All very humble guess work... Please do your dd....A BUNCH to digest...

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