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: KLP who wrote (23090)	1/5/2001 9:06:18 AM
From: levy	Read Replies (1) of 28311

Epoch Partners says INSP might get to 20 in 12 to 24 months.....I was hoping for it to get there more like in a few weeks....Epoch has this long free favorable report that speaks of the wireless story but seems to miss the bigger story or cross platform connectivity to all devices and their broadband initiative.....it gives high marks for wireless management but completely overlooks the go2net boys ...... siliconinvestor.com Excerpt InfoSpace's domestic carriers cover 80% of domestic voice subscribers and an estimated 1 million people already use wireless data services powered by InfoSpace. Nortel and Lucent recently agreed to resell InfoSpace services to carriers building next-generation 3G wireless networks. InfoSpace receives 10% of its revenues from wireless services now, but we estimate that these relationships and growing acceptance of wireless data services will enable the company to increase to $83 million in 2001, accounting for 23% of total revenues. Large Market Opportunity: InfoSpace management likes to point out that the company participates in huge, fast growing markets. We agree and estimate that InfoSpace's four major customer groups will generate a combined $105 billion in sales in 2000, growing by 42% CAGR, to more than $613 billion by 2005. The addressable market opportunity for InfoSpace is $7.1 billion, and should grow to $34 billion by 2005, representing a five-year CAGR of 37%. InfoSpace has a 2.4% share of today's addressable market and we expect its share to grow to 3.5% by 2005, mostly due to increase in wireless revenues. Strong Wireless Management Team: InfoSpace has dramatically expanded its senior management team over the past year, adding several executives from wireless carriers. This new team is as capable as any in the wireless data sector now and is perfectly suited to craft InfoSpace's new wireless strategy. The most important addition is Arun Sarin, the former CEO of wireless carrier Airtouch, who has 16 years of experience on the wireless carrier side. Sarin has joined InfoSpace as its chief executive officer. Arif Janjua came from Saraide where he was head of business development and wireless carrier partnerships. New chief financial officer Rand Rosenberg is a Pacific Telesis veteran with more than 10 years of telecom investment banking experience at Goldman Sachs, Salomon Smith Barney, and Montgomery Securities. there is also a good point about how infospace earns money with aol doing classifieds

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