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

To: playavermont who wrote (11782)	9/7/1999 7:21:00 PM
From: HeatherN	Read Replies (2) \| Respond to of 28311

playavermont, I suspect that there are many reasons for the hushed tones at the management offices. A long, hot summer has left the 'nets quite dry and GNET has not wilted as much when compared to most of the others. PA has had an infusion of more cable access/subscribers in the past several months and is probably integrating them into his 'wired world'. With PA's significant stake in GNET, it will most likely play a pivotal role in the broadband strategy of Charter. The entire collection of broadband providers and those who covet them await rulings regarding involuntary access. One needs only to look at the languishing price of ATHM to see what uncertainty has done. Better to let the dust settle, an IPO emerge and a powerful new network blossom when the time is right. Heather

To: playavermont who wrote (11782)	9/7/1999 9:16:00 PM
From: yzfool	Respond to of 28311

Hi playavermont, I think quiet on the board reflects investor's strong confidence, rather than lack of interest. It's also still gorgeous outside. If I were in the PR dept., I would encourage both PA himself or his representative and RH to make public appearances as the IPO date nears, or day of IPO (CNBC, internet broadcast etc.), as well as WSJ coverage. This is a perfect PR opportunity which I'm sure will not be wasted. Quiet at GNET is expected for several reasons. First, timing of PR is everything. And more is not always better. Also, we know of all the recent hirings, so we can extrapolate for now. Finally, as GNET is a portal in the category of YHOO and LCOS etc., its success is independent of the open access debate; its accessible anywhere and its success, more importantly, depends on content. Besides, PA/Vulcan appears less leveraged in cable access than T/ATHM, and therefore more able to morph into whatever it takes to fulfill the wired world. This agility should help remove investor uncertainty regarding the open access debate.