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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 79.40-1.7%Jan 23 9:30 AM EST
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To: Puck who wrote (23900)1/29/2001 9:06:08 PM
From: TH  Read Replies (2) of 28311
 
Puck,

I most certainly do care. You have hit it on the head, "Their guidance is so low that it is almost misleading. "

What is the point of this? To frustrate the street.

Jain says he cares about the shareholders and building value and base for the company. Actions speak louder than a Jain ever will.

If I understood it correctly, the projection is not even for some of the new contracts they expect to win, so it truly is worst case.

The wireless revenue is excellent, but I heard little in regards to a faster ramp of that revenue to a level that will be meaningful to the valuation. Zip on international deals, except for Jain's comment that he couldn't comment. All potential bs. Where were the tough questions about VDO?

Again, exactly what I feared, Jain reinvents INSP again. What story do you think we will hear in Jan 2002? Broadband is the way...wireless is just not supportable, etc.

Think he paid a bit too much for GNET? It sure is looking like he did. That must be another step on the way to that trillion dollar market cap.

Do we hold this for a year, and still not be anywhere where we need to be to support the current market cap? I dunno, but they sure didn't give us much to go on.

And this 30 days sounds like I didn't get my homework done.

HAGO

TH
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