InfoSpace (INSP): Where GNET went! Message Board

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

INSP 89.89

+8.0%

3:59 PM EST

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To: White Shoes who started this subject	1/25/2001 7:35:02 PM
From: TH	Read Replies (1) of 28311

Here is a link to a nasty little article that I respect. It has some good and some bad for INSP. The good is that wireless data revenue should soar...at the expense of 3G; at least to a certain degree. The bad is that price point for value added could be a real barrier down the road. allnetdevices.com I would have a tough time making an argument against his closing statement; at least from a US based perspective. "In the end, wireless Net access is too compelling to fail. That it will take longer than initially expected, however, will cause pain and consolidation but, inevitably, innovation." For me its quite simple, I want to be mobile so I will pay whatever they want and pretty much take what they are offering. I am not a normal consumer (don't ask) so I am not to sure how much the masses will pony up, and what level of bells and whistles it will take to get them to do it. After more thought I find myself still stuck. Everything points to a bigger revenue stream, but it seems no one knows that but the longs...which might mean we are wrong. Buy or sell, its is a very difficult call right here with the information I have and "rosy" market conditions we have to look forward to. HAGO TH (who tried his best to spout no Yahoo like statements)

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