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

To: Lizzie Tudor who wrote (8426)	6/25/1999 12:07:00 PM
From: NotNeiderhoffer	Read Replies (3) \| Respond to of 28311

MH, No I do not work with Pacific Crest. But I think GNET will pick up more coverage soon as Wall Street begins to get close to the Vulcan people. Assuming Charter goes public it will generate huge underwriting fees, (not to mention the recent HSAC deal) and should give Russ an opportunity to talk to more sell side people as he is under the Vulcan umbrella. Right now about 16 analysts have 1999 earnings estimates on ATHM and it would be natural for some of the to pick up this stock as well. BTW I would agree with your generic portal comments, obviously Russ' vertical market strategy is working as evidenced by the media metrix numbers. Let me ask you a question-what company is this describing??? "A company at the Center of the Emerging Broadband Universe" "Not only new features but new products from other web sites (even competitors) that focus on delivering content optimized for broadband networks should help keep the engine of growth humming. The company has a wonderfully diverse business model that brings in revenue from subscribers, advertisers, and corporations who will want high speed bandwith, direct marketers and potentially many more sources who want access to the company's unique member base. As a first mover led by bright, aggressive management, the company has all the right ingredients to be a long term winner. While risks abound, the longer they can fend off rivals and regulators, the more defensible its position becomes" I only changed a word or two of this write up. What company is this describing??? NotonthelistyetasIamlookingtogrubthe100spotNeiderhoffer