InfoSpace (INSP): Where GNET went! Message Board

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Technology Stocks : InfoSpace (INSP): Where GNET went!

INSP 85.79

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To: Sir Auric Goldfinger who wrote (620)	11/30/1998 2:46:00 PM
From: Jeff Dryer	Read Replies (3) of 28311

Go2Net featured by Steve Harmon today: The Internet Stock Report Mon Nov 30 eMailbag Monday: Go2Net, Insane Profits & Mutual Fund By Steve Harmon Senior Investment Analyst Internet.com "Where Wall Street Meets The Web" First reader up this week writes: "Dear Steve: Go2Net. They turned a profit. They went to an all time high. Now they settled into a mid 30 to 40 level. Should I take the profit? Buy more for the long run? Do you think they have the potential to compete as a PORTAL?" Reply: Go2Net (NASDAQ:GNET - news) has been on our radar for quite some time, especially after it acquired Silicon Investor, the largest financial discussion message site on the Web. November 23 Go2Net debuted a new front end that provides easier clicks to its content and services. Since we're burned out on the word "portal" let's use a more suitable word: "hub." Portal implies looking through to something else, hub implies sticking to the site and what it offers. Semantics aside, we think Go2Net is drawing out its "hubness" and could find a niche that serves its audience. We don't think it's a Yahoo-like audience which is wider and more general. But focus and integration are the two keys we see moving forward for sites like Go2Net, which we think has significant traffic, with September page views jumping 22% to 6.7 million page views per day vs. June. A page view represents a few things that are important: 1) users 2) ability to grow usage and 3) future revenue and earnings. fnews.yahoo.com

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