InfoSpace (INSP): Where GNET went! Message Board

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

INSP 135.97

+1.4%

10:49 AM EST

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To: Randomm who wrote (3277)	4/12/1999 7:11:00 PM
From: Hawkmoon	Read Replies (2) of 28311

I wouldn't dare sell any of my shares! Randomm, I would agree that selling GNET at this moment would be a mistake. We're likely seeing rotation from commoditized technology companies to those companies that have less chance of disappointing the street analysts. Since I think most of us feel comfortable that GNET and Horowitz will show us the money in a couple of weeks (and maybe a split as well..:0), the momentum will likely continue. As for being overvalued, I'll leave that discussion to others. But lest we forget, $300 million in cash provides a nice book valuation relative to other Internutz stocks. And I'm guessing that there are some surprises in store for investors and analysts that may be revealed during the next conference call (don't they always have a surprise?) We should see more analyst coverage come on board, considering that the brokerages they work for have likely been loading up their clients with GNET stock in anticipation of things to come. Regards, Ron

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