Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: levy who wrote (7103)	6/8/1999 12:37:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 28311

Thats the whole problem with portals.... where does a website end and a portal begin anyway since theoretically any site can become a portal. The thing that differentiates gnet a little is the SI community which rivals the AOL communities and for the most important topic - financial info. Everything else about gnet is similiar in some ways to the other portals but SI stands alone, so the question is how much is it worth. My opinion is SI makes gnet worth more than the also-ran portals, until somebody knocks SI off the thone. Since the mkt cap of gnet is lower than everybody else I don't have to make too many decisions here. But the stock still needs coverage to move.

To: levy who wrote (7103)	6/8/1999 1:02:00 PM
From: Obewon	Read Replies (2) \| Respond to of 28311

<< why can't you just look at that pcdata compare the number of viewers for say yahoo to gnet and come out with a stock price normalized to outstanding shares ratio with number of viewers.>> Because different portals can charge different rates depending on such factors as demographics as well as reach. Regardless of whether Yahoo! has more views next month than GNET, they can in general charge higher ad rates because they are perceived to have a longer reach and a better demographic than GNET. GNET in turn can charge equivalent (or maybe higher) rates to online brokerages because GNET's SI and Stocksite community make this a very desirable focus demographic for them over Yahoo! (insane) Finance community sites. Obewon