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

To: PhantomTrader who wrote (9504)	7/11/1999 6:07:00 PM
From: RTev	Respond to of 28311

When do you think we will see announcements from the Go2Net/Charter group announcing broadband capabilities? I had expected to hear more about the plans just after the Vulcan/GNET deal closed. There were hints a month ago that that would happen. Maybe we'll hear more very quickly, but then again, there are so many changes on the Charter end of things, it might be better to wait. The map of Charter properties has been changing quickly in the past month as AT&T sells off the various partnerships it inherited from TCI. An article I read earlier today suggests that there's at least one more of those that will probably go to Charter. (The odd patchwork of systems presents several problems for Vulcan/Charter including the broadband agreements some of them have with @home.) Perhaps Vulcan is waiting for the MSO landscape to solidify a bit more. Some have also suggested that all of the cable companies are likely to do sub-for-sub swaps of properties in order to consolidate their systems into more compact regions. Another factor that must have some effect is the "forced-access" debate. Vulcan might want to avoid showing their hand while there is a chance that a new deck of cards will be introduced in the game [and that inelegant analogy is farther than I know how to go with that particular subject].