InfoSpace (INSP): Where GNET went! Message Board

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

INSP 80.89

-0.5%

3:24 PM EST

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To: playavermont who wrote (22808)	12/15/2000 1:14:28 AM
From: Killswitch	Read Replies (1) of 28311

I have to disagree... when he said 300mm web-enabled that implies those are people paying for the web service. In the timeframe he is talking about there will be well over 1billion cell phone users worldwide and growing. Regarding Openwave, I disagree as well. They IMO are in a very difficult position competition-wise... look at the fact that most of the Euro cell phone companies (nokia, etc.) have already built their own operating system (Symbian I believe) for their next-gen phones, and they most certainly will be including a browser in that along with other PDA-type tools (bad for Palm). INSP on the other hand has defensible competitive advantages.

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