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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Dealer who wrote (43788)11/1/2001 4:33:20 PM
From: Dealer  Read Replies (1) of 65232
 
From SS:

To:Maurice Winn who wrote (3710)
From: Uncle Frank Wednesday, Oct 31, 2001 9:31 PM
View Replies (1) | Respond to of 3727

>> Silicon Investor [along with the rest of Infospace] seems to be in a bad way.
Dreadful. Here's insp's earnings report.

dailynews.yahoo.com.

>> I'd noticed they weren't updating cool posts and a few other glitches so went hunting.

The handwriting's on the wall. The give away was this part of the release:

The company said it would cut about 200 jobs as a result of a reorganization that tied engineering efforts more closely to the companies business lines, which include online search engines and transaction systems.

As far as I can see, SI doesn't tie with insp's other businesses. It's a white elephant that just happened to come along with the go2net acquisition. I think we are facing reductions in service and an increasing number of outages as insp cuts capex and staffing for the site. The best we can hope for is that they will sell SI to an organization that has some appreciation for the business and its potential.

>> The other discussions are weak compared with the SI software, with 10 post scans and other good stuff unavailable on Yahoo!, Raging Bull, MSN, etc.

Have you looked at InvestorsHub? They offer most of the tools we're used to, including PMs. I set up mirror sites for both the g&k and mudge threads over there, just in case.

investorshub.com
investorshub.com

uf
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