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: Sarkie who wrote (10625)	8/3/1999 12:02:00 AM
From: Susan G	Read Replies (1) \| Respond to of 28311

Interesting Motley Fool article on HSAC...Thanks to Patrick Mark for pointing out the paragraph below... Another major caveat is that Vulcan has the exclusive right to designate High Speed's startup page, and thus claim any related revenues. Vulcan also controls what content is accessible through the service as well as whether or not High Speed can offer telephone services. and this is also interesting... All of this suggests that investors should ignore the earnings estimates and focus instead on how High Speed fits into Paul Allen's "wired world." It seems clear that Allen is trying to create a broadband competitor to AOL, using his Charter cable systems as an initial customer base, High Speed as the Internet access intermediary, and Go2Net (Nasdaq:GNET - news) as the content partner for a pseudo-proprietary network. What are the most valuable links in that chain? In a sense, that depends on what Allen wants them to be since he controls all three companies. In general, though, it's easy to see the access intermediary in such a chain getting squeezed by the cable and content providers. Resolution of the "open access" dispute by the courts and/or the Federal Communications Commission (FCC) could also impact valuations by forcing cable operators like Charter to allow other Internet service providers (ISPs) to compete with the likes of High Speed -- or concluding that cable operators can appoint exclusive partners. These are complicated matters. But investors looking for broadband winners should take a closer look at High Speed. Despite the question marks, the Allen alliance alone suggests the company could have a bright future. fnews.yahoo.com