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

To: levy who wrote (15705)	1/10/2000 9:27:00 AM
From: jon zachary	Read Replies (1) \| Respond to of 28311

they have had that adult link on 100hot since they bought them out. that is probably the biggest source of revenue for 100hot. seperately, did anyone expect any news announcements from go2net this morning on the way to work ? ....not! all i have to say is this, the 300 million in short and long term assets that go2net has is great, but if they dont start using that money to become bigger and not worry about making 8 or 10 cents a quarter than they will be in big trouble. the internet is now starting to sort itself out. they can make money forever with that money in the bank, who cares about that source of revenue though. in the long run you have to grow the company from company related revenue streams...something they have yet to prove on a large scale. point being is this, i will seriously be looking at their earnings report this quarter, what russ says, and more improtantly what he does. because nothing has happened significant recently..and this is a EXTREMELY FAST MOVING INDUSTRY ! it is time from my investment perspective for them to put out ! period.. But the good news from Yahoo will not necessarily represent the rest of the Internet sector. After several quarters of consistently higher sales and profits that surpassed Wall Street forecasts, Yahoo has extended its lead over the competition. Analysts, who just a year ago grouped Yahoo in with a crowded group of Internet services, increasingly view the company as one of just two top players grabbing a growing portion of the market's audience and advertising dollars. ``They've really pulled ahead, along with AOL,' said Forrester Research analyst Charlene Li. ``Consistently, deals are being done with AOL and Yahoo, and not with the other portals.' siliconinvestor.com jZ p.s. as previously mentioned, the aol time warner deal is not good for go2net. simply put, the big get bigger and go2net doesn't.