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Microcap & Penny Stocks : INSP Investors Research
INSP 130.34+11.2%Nov 25 3:59 PM EST

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To: Puck who wrote (501)3/16/2002 2:49:54 AM
From: howsmydrivingal  Read Replies (1) of 787
 
Between now and August what kind of releases/accomplishments can INSP claim?

1) New carriers, didn't Jain say there would be 4 new wireless carriers in the next 180 days? (stated at last earnings call)

2) Possible increased revenues from the wireless web/active data accounts with existing carriers. -- Being a Verizon customer, I have noticed an increase of their advertising for wireless web and messaging included with my monthly bills and broadcast ads.

3) I don't feel the Playsite games site is growing. It was climbing for awhile but has leveled off and even pulled back a bit. Not that I feel this was ever going to be a focus for INSP, but growth would have helped ad revenues. I do see more advertising on the

infospace.com

property. But I do not like going there because I find the automated adds to be too annoying (broadband connection). again, I don't feel this is a focus point for INSP and contend they were just milking many business avenues for revenue until the flagship products can take off.

This fits with the developing theory that the stock price can remain low for awhile longer to not too many insiders chagrin. I can see INSP holding a fire sale to dispose of many direct to consumer type of sites and products once they know the recurring revenue streams are broad enough and stable enough.

Regarding your idea for a trading strategy, I think this stock does not risk a very large upside without the chance of retracing as long as the profit margins keep falling. This stock was in the high 70% then low 70 then high 60's now low 60's. When INSP begins to increase those profit margins again is when I know they are achieving 'economies of scale' as related to the core products they want to be in business with. It is a matter of time before they let go of things like rubberchicken.com and the like.
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