SI
SI
discoversearch

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 : Internet Analysis - Discussion -- Ignore unavailable to you. Want to Upgrade?


To: Chuzzlewit who wrote (392)12/9/1999 10:00:00 PM
From: jhg_in_kc  Respond to of 419
 
THE JET FUEL WHICH LETS THE PLANES FLY. Here are two possible exceptions to <a rogues gallery of vastly overpriced issues> Digital Island, ISLD, and Infospace, INSP, the latter already turning a profit. They are cheap by comparison to AMZN, RNWK, YHOO.
they are good stories, from my ex-journalists point of view. Infospace may be able to control the method of distribution of content on the Internet, while Digital Island provides a new, and at least for now, "inimitable" speed-up of content delivery, including e-commerce and video. Plus a partnernship with Sun Microsystems involving 5000 SUNW servers using their software.
Both are also aiming for the wireless Intrenet and hand-held devices markets. I have bought some shares of each.
I like their mission statements much more than AMZN or YHOO, the former a Ponzi-like operation, as far as I can see, and the latter, merely an airport where you go to find your plane, whereas these guys are the jet fuel which makes the planes fly.
jhg



To: Chuzzlewit who wrote (392)1/10/2000 9:22:00 AM
From: musea  Read Replies (1) | Respond to of 419
 
Chuzzlewit,

It seems that AOL has truly become the media company we have speculated about. With its acquisition of Time Warner, in one swell foop it has answered questions about its business model, its access to broadband and its growth path. It is now a company I can start to analyze and understand, I think. Shall we now declare that it is not an "internut" company any more?

-musea