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Microcap & Penny Stocks : INSP Investors Research

INSP 124.41

-2.3%

Nov 28 9:30 AM EST

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To: michaele23 who wrote (399)	11/28/2001 5:58:54 PM
From: howsmydrivingal	Read Replies (2) of 787

This can contribute to wireline recurring revenues in the form of querry (sp?) income they earn per search. There are 4.1 million Excite registered users (now that the broadband portal will end Friday, users will need to migrate back to Excite (I did, I had Excite then bought a new computer and was set up with MSN-- I switched back to my Excite as I liked it better). Anyway, advertising will be increased too and the search engine income will increase. Also it adds value (IMHO) to the whole plateform that INSP offers as more members equals more eyeballs for INSP's merchant customers, advertisers. INSP has very strong profit margins--some of the highest around--Excite deal does not come with much baggage as in employees, overhead costs, and infrastructer that needs maintaining...It will remain to be seen what INSP can do with the assets they are buying. At least since INSP is in the supply of content business, they will save money and cut costs on operating the Excite product by supplying their own content. Medi Metrix has Excite at about 21 million visits per month and INSP at about 20 million. This will move INSP up to about 4th place overall. Neilson will show the combined company in 4th also... pm.netratings.com 10 million for the shot at 4.1 registered users does not seem like too high a price to pay...adding in the sale or lease to iWon of some of the property AND the relationship they gain with iWon. Jain did talk about strategic alliances with private companies (iWon, Yaga, Altura...) I have no way of telling if it was a good move to use 10 million dollars for this acquisition. Time will tell. I would have felt better if somebody raised a fuss (as if INSP was stealing something of true value) or even bid upwards a bit...But this just may be the skeptical me coming out. INSP was not attempting to be the "King of Wireline" and an essentially directory and search business...so I am a bit concerned that they are going after this approach. Maybe all is not well in the wireless arena. Or perhapse they (Jain) sees the ability to compound revenue income with this addition beyond what I am able to see (not too hard to do as I do not know a heck of a lot.)

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