InfoSpace (INSP): Where GNET went! Message Board

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

INSP 92.23

-4.4%

Jan 16 9:30 AM EST

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To: BillCh who wrote (6264)	5/26/1999 6:16:00 PM
From: BradleyMarshall	Read Replies (1) of 28311

>Add that to Go2Net existing WWW user base for at least a doubling of the user base. I think only about 25% of those homes are cable internet access ready. If 10% of them subscribe in the first year, that's half a million people. down the road, 100% will be enabled, at 50% penetrance, that's 5-10 million people. Not too shabby. > Adding free homepages + streaming home audio and video would be simple but effective as entertainment. I don't think adding streaming audio and video is simple. On the games front, I like mpath. Pretty cool. Their gross revs are about 63% and on the rise, so that fits in with the GNET game plan. Trouble is, it's a little expensive. current market cap of MPTH is about 500M, sio GNET prob needs at least 700M to buy. At a cap of 1.2B that's a 60% stock dilution. If you throw in 100M in cash instead of stock, you're still looking at 50% dilution. If GNET stock takes off after the interview today, however...... The other problem is that MPTH racked up a loss of about 12M last year. That loss is shrinking, but it would probably still pull GNET into the red for awhile. They could be profitable in a year, however.

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