INSP Investors Research Message Board

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Microcap & Penny Stocks : INSP Investors Research

INSP 72.08

-1.4%

Oct 31 9:30 AM EDT

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To: KERRY.COLLINGS who wrote (751)	1/31/2003 2:15:33 PM
From: howsmydrivingal	Read Replies (3) of 787

Good post. Do you think this guy has any more information than the rest of us? I think a very real and distinct possibility is for INSP to shore up its wireline and Merchant business. I have long held the stance that INSP was milking these two divisions for the promise of wireless and the economies of scale good wireless products spread across many carriers would bring. The potential for Jain's vision is/was enormous. Maybe no longer true. Opportunities such as his are fleeting in time, and time may be up. I have always felt uncomfortable with the idea that a large carrier would contract out for platform service from a company like INSP instead of attempting to keep more dollars in-house. Are not many of the cell phone manufactures attempting to develop their own platforms also? It is a huge fight taking place at present for each company attempting to be the next MSFT. Jain recognized the lingo early and professed to wanting to turn INSP into the 'Picks and Shovels' of the wireless world. Remeber Jain's analogy with the gold rush? He envied the stores that sold the miners picks and shovels...they are the ones making the money. Purhaps Jain let his vaulted vision out too early in the game, when the barrier to entry was grand. Aint so anymore. INSP is a wonderful takeover target. They have products with 70+% profit margins. The books are stellar--no long term debt. Cash and equivalents of close to 300 million, growing metrics in Authorize.net and solid prospects in wireline. And, as of now, a vast potential to go after some of the wireless dollars. If they did retool the push away from wireless at the expense of others, we see a big hit in profitability and share price. Think Voelker (after Jain put it all together) comes in, turns the numbers to gold, then sells? At the expense of the work that has been already done with wireless? Voelker said by next quarter he was ready to state his vision. I think the stock price, after the last cc a couple days ago, would be in ascension without retreat if INSP had truly turned the corner. I think they have a blinker on is all...

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