InfoSpace (INSP): Where GNET went! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

INSP 124.52

-2.2%

12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tahoe_bound who wrote (25602)	3/11/2001 3:47:28 PM
From: Rational	Read Replies (1) of 28311

Your points are germane, tahoe_bound! Paul Allen must have seen the true picture by now. I continue to feel amazed about Yahoo!, lately. Its revenue in Q4 was $310 million, while it expects to generate $180 mil in Q1. This is a very steep decline. Yahoo! needs revenues of $900 mil per year to break-even, but can generate only $750 million (not even that if the Q4-Q1 rate of decline continues). This means Yahoo! will be losing this year at least $150 million. It thus portends the demise of the internet advertising model. Yahoo! cannot easily sell information; any attempt to do so will undermine its source of advertisement revenues. InfoSpace, on the other hand, is based on selling of real-time information. The market seems to be confused about InfoSpace (as its relatively deep undervaluation indicates) due, perhaps, to doubts that ex-insiders have disposed off their holdings. A deeply bearish market does not seem to have the patience to question the credibility of the sell off by insiders that struggled very hard, but failed, to be at the helm of the company.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next