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

To: playavermont who wrote (14568)	12/5/1999 7:13:00 PM
From: HO-MEE	Read Replies (1) \| Respond to of 28311

Here is my take on GNET: 1)Russ Horowitz has had his hands tied by the Charter registration and subsequent IPO.In many interviews(several on Bloomberg to name a few) he has continually stated that he could not comment due to the Carter registration,the IPO or untill now, the quiet period.I believe that this will change quickly and dramatically now that the Charter quiet period ended yesterday. 2)Everyone seems concerned about wireless....Paul Allen, who wasn't in the cable business 18 months ago is suddenly the 4th biggest cable entity, not bad in my opinion.He did all this by margining his MSFT stock and making BILLIONS in committments. Now he has a public currency to increase his "wired world", I believe this is the tip of the iceberg. If you think that he won't become a player in wireless(if that ABSOLUTELY a place to be) then you are DEAD wrong. 3) Sometimes it is hard to watch these other stocks that go up while we seem to tread water, however if you look at the ytd. performance, it is understandable that we may take a braek every once in awhile. I believe a major by rec. will be here shortly and then we are off into triple digits. By the way, I own IPO stock,I have kept the faith.

To: playavermont who wrote (14568)	12/5/1999 8:34:00 PM
From: JSChapin	Read Replies (1) \| Respond to of 28311

Playaver.. IMO, I do not see a deal with Charter and AOL for 2 reasons. 1. The investment PA has made in GNET and the work they have been doing to get ready for the "Marriage" of PA's portfolio. 2. The previous bad taste that is probably still in PA's mouth after he was not able to get controlling interest in AOL a few years back. I'm not saying that PA would not do what's best for his companies and the bottom line, but I'm pretty confident that he has been working on his plan ever since he sold his large block of AOL, if not before that. This is not a plan that will be realized overnight. But, it is no longer being nursed (IMHO). I think we are now on solids. And might possibly see some info come our way this week since the QP is over. All the best to everyone. Happy Holiday's and Y2K. And Thank God WTO is gone from here!

To: playavermont who wrote (14568)	12/5/1999 10:07:00 PM
From: levy	Read Replies (1) \| Respond to of 28311

It has got to be pretty soon that they get that hypermart/virtual ave site integrated with intershop and authorize.net but the free yellow integration will probably be a ways off...according to this note on virtual ave they are already a month behind schedule. August 1, 1999 Virtual Avenue's New E-Commerce Solution We are exctied to announce that a complete end-to-end e-commerce solution for your business is just around the corner! As you know, the Virtual Avenue Team has been working diligently to put in place all of the pieces you will need to conduct business over the web. This includes a browser-based site builder which will allow you to create your business storefront in just a few minutes, a shopping cart to manage your inventory and commerce enable your existing site, and a payment gateway so that you can accept credit cards directly from your site. Go2Net and Virtual Avenue have recently made two major announcements which complete our work in putting these pieces together. Most recently Go2Net and Virtual Avenue announced a comprehensive partnership with Intershop, the leading provider of on-line shopping cart solutions, to provide a turnkey shopping cart offering to the Virtual Avenue community. Prior to that Go2Net and Virtual Avenue announced the acquisition of AuthorizeNet, the leading payment gateway for web merchants. With these announcements Virtual Avenue now has a complete end-to-end e-commerce solution to offer our 294,597 businesses. We are in the process of integrating these services into the Virtual Avenue system, and will have them available to you within 60-90 days.