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

To: Sleeper who wrote (12588)	10/4/1999 8:22:00 PM
From: RTev	Read Replies (3) \| Respond to of 28311

I think such things as PA/VV's formation of the BB network is already factored into the price. I think that's probably true, but the news might have caused a significant spike a few months ago no matter what. This still seems to be a skittish market that isn't quite so ready to send stocks on wild runs (unless, of course, the company is named after a river). I suspect that ATHM's recent strum und drang has contributed to some concern about the whole broadband sector. AT&T is said not to want content for some very good reasons. For Charter, GNET might be seen to represent the same kind of content situation that seems to be such a problem for AT&T. (I actually think the situations are quite different, but offer that as one of those perceptions that might keep the stock from seeing the jump some of us had expected at a broadband strategy announcement.) AOL is still out there with its Open Net coalition which is likely to have a similar effect on Charter since they will face the same kind of local franchise transfer issues for about half of their subscriber base. Because there are legitimate doubts about how much control any cable operator will maintain over its own system, I suspect some are leary about these stocks.