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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 95.47-0.2%Dec 26 9:30 AM EST
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To: Bosco who wrote (25155)2/17/2001 12:00:58 PM
From: trouthead  Read Replies (3) of 28311
 
My feelings about INSP are not wholly related to my attachment to GNET. I simply do not believe that INSP is techincally savvy enough to be a major player in wireless infrastructure. If they were it would be much easier to obtain technical information about what their wireless product does.

I work in the computer industry and while I'm not the most knowledgeable, I have a strong understanding of how networking protocols, servers and clients work. I have never been able to find even one article that describes in even minor detail what INSP does. They have been likened to an OS, such as CE that runs on handhelds, but that, I am sure, is way overstating reality.

They may have a piece of the chain that delivers info from some wired web format to a small wireless devices screen, but I will bet it is not difficult to reproduce and will be when the market matures.

They may succeed and at 3 bucks a share it won't take much to move the stock. I just got a sinking feeling based on a lack of hard data and too much in fighting about who is in charge that makes me think it is more likely to see this stock at 1 than ten. Would you like to bet a six pack of Wolavers India Pale Ale on which happens first? <g>

Good luck,
jb
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