InfoSpace (INSP): Where GNET went! Message Board

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

INSP 95.44

-0.4%

3:59 PM EST

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To: EenieMeenie who wrote (2156)	3/17/1999 4:59:00 PM
From: MARKZAW	of 28311

IT'S THE POTENTIAL BUSINESS MODEL... I guess I am looking at this more from the perspective of the potential business model - integrated content and delivery - rather than a view that PA is some kind of savior or hero or genius. For the same reason I kinda liked the Lycos/USA deal, although, once again, valuation issues were significant. Yes I am also long Lycos. Since I wasn't in a position to invest a lot into Yahoo or AOL at their "beginnings" I want to take a shot here. Although I have done pretty well with them recently (past year or so) :). Every industry has its growth "phases", and I just don't believe in the often-warned theory that the Internet "bubble" will burst any time soon. Do a little research on Network Solutions and the number of URLs they are registering (as well as the profits for shareholders they are registering). I am not hyping I am just sharing MHO. If not GNET or LCOS, somebody will take this to the next stage. Maybe AOL. Maybe at some point a real big media company e.g. a Time Warner or GE or similar. Just gotta stay tuned in. When I see how my 16 year old son and his friends use the internet as a matter-of-fact way of life, for homework research as well as for fun, I gotta believe... Market closed...BUD time :) Cheers. Mark Z

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