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Technology Stocks : InfoSpace.com
INSP 96.86-1.4%Jan 12 3:59 PM EST
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To: OD Bobo who wrote (633)4/30/1999 3:50:00 PM
From: Sanjay Varma  Read Replies (1) of 3070
 
Good stock. The closest comparison I can see is INKT, which has market cap over $6 billion, but has 3 times the revenue, and revenue growth is over 300% for INKT which compares favorably with INSP's 400% since INKT is more mature.

INSP seems to have slightly different focus: they lack the search engine of INKT; they both have a shopping engine newly introduced; but INSP also offers various content such as communties.

I think that INSP stock will benefit over the next three months from management's confidence in their "flawless execution." I also like the way their quarterly reports read--they don't pad the report with bullshit, but lay out their revenue growth plan in a very straightforward manner.

My post-split price target is $90. -Sanjay
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