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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 95.16-2.8%Dec 23 3:59 PM EST

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To: silversoldier a/k/a SI Sy who wrote (23435)1/22/2001 8:27:53 PM
From: TH  Read Replies (1) of 28311
 
SSA/K/ASISY,

Very insightful. I am most upset because I didn't think of it.

The counterpoint is that this information could have been delivered during the CC. Earnings would be out, and if they were bad, then the negative effect of this news would just be part of the wash.

So my counterpoint is actually a supporting point, and that is why I think you are correct.

Then again, if earnings are very good, then this news could have been presented as a "transitional move" to insure that future earnings would also be positive. It would seem to me that if they had something very good next week, then this bit of cold news could have been served up with the hot earnings/deals and negated each other.

As much as I hate an investment surprise, it would have seemed a better plan. Thus, I am not so sure that all is well. Maybe this quarter is locked, but the next few might have trouble ahead.

Have a good one and welcome back.

TH
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