KLP,
Thanks for the post, very good points. If anyone recalls some especially telling and meaningful posts, I'd like to see them linked here. My initial thoughts for the thread, among other things, was to have a condensed thread of information.
I usually tend to answer posters on this thread in Private messages. I feel too much of what is posted on boards intended for 'investing' is done so more for recognition of the poster, or catharisis, or any number of 'off topic' reasons.
I am responding publicly to you because it is true what you say.
I hope to remind readers here that I am attempting to limit socializing, bashing, hyping, fortune telling, and generally wasteing space. There are plenty of boards for that. Also the reason I made this a moderated thread, Those that would be part of this thread for disruptive purposes can be eliminated. Something that I hope to never abuse.
You offer that it is unfortunate that I do not have the time to reread the other threads---true it is unfortunate we all do not have that kind of time. Another poster writes it is sad that the INSP board is so fragmented. This too is a disservice to those that would attempt to educate themselves.
GNET board, I have read some, was once a good thread, I believe. INSP is not GNET any longer. The business model is no longer applicable. I am an INSP shareholder. This thread is the attempt at understanding the current busines model.
A company that as far as I can tell, has major potential, money in the bank, low burn rate, and growing metrics.
It is not a blue chip stock, it is a growth stock. As such, it only needs to show growth. It's valuation, for whatever the history on getting here, is fair to attractive.
I wrote a long digression on the fact that I have first hand knowledge of what can happen when one company (in my example, competitors) is merged or acquired with another. I never published it because it is not my place to attempt to understand what has happened with a lot of the folk affected here. Again, not my place. I wish them the best of good fortune, but I am looking forward, not backward.
I don't like everything I see here @ INSP, and some things are downright scary. I, do, however see a company putting one foot in front of the other and making those incremental steps.
Latest observation that I liked was the Verizon deal. It has nothing to do with Wireless, yet it adds to the bottom line for Broadband and dial up subscribers. I also liked the merchant services boost with the Authorize.net account they just landed. Both of those announcements have me looking anxiously forward to the publication of METRICS.
Thanks again KLP, I am hoping this catches on....
Dan, don't give up on calling IR. |
