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

To: jon zachary who wrote (13521)	10/29/1999 4:46:00 PM
From: sandintoes	Respond to of 28311

Jon good post. All I've got to say to that guy is; Oh get real, We'll leave them in the dust. Mark this one for posterity!!!! Despite Go2Net's apparent success so far, some analysts predict the company will have trouble maintaining its core strategy as it matures into a larger aggregator of sites, effectively competing with market leaders such as Yahoo, Excite@Home, Lycos, and Disney's Go Network. "They're going to have to do something different in some more specific way to survive and be successful," said Chris Charron, an analyst at market research firm Forrester Research. "The reality is that given the diffusion of traffic on the Internet, being a broad-based portal is tough; the economics are tough."

To: jon zachary who wrote (13521)	10/29/1999 4:48:00 PM
From: Mikhail Rasolis	Respond to of 28311

Jon. What is negative in here?

To: jon zachary who wrote (13521)	10/29/1999 5:45:00 PM
From: Puna	Read Replies (1) \| Respond to of 28311

""Has Go2Net figured something out that others haven't?"" Jim Hu seems to trip over his own rationale in this article. ""Go2Net is one of the few companies taking a less ostentatious approach."" Why state how uniquely successful Gnet is and then end with a quote from analyst Chris Charron stating ""They're (GNET) going to have to do something different in some more specific way to survive and be successful"" Yet the articles prime point was exactly that, they have done something different and are now and will continue to reap the benefits of an organically adaptable vertical business model (My words-<g>. Or in Jim's words:""...(a)surprisingly simple business model: keeping costs low and investing in high-margin businesses"" Regardless, it sure is nice to see this company get the true respect they deserve coming now from broader quarters, far beyond Jim Hu's viewpoint. Not mentioned is how GNET's already successful revenue generating business's will turn a profit that will be staggering when, in the not to distant future, they will be plugging into Paul Allen's wonderful Wired World of eyeballs. As it turns out, the timing for GNET's earnings could not have been better! You never know eh? Oh, on second thought, I think Russel and crew knew. Those guys are magician's! Good Day all, Puna