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

To: trouthead who wrote (15984)	1/14/2000 5:28:00 PM
From: jon zachary	Read Replies (2) \| Respond to of 28311

ohh my, youre right. first of all, i looked at last quarters earnings release, they also made a $3 million dollar investment in click2learn, could have been anywhere from $5 to $8 a share..its now at $12.50.. $20 million (go2net and vulcan)in commtouch (ctch) at $14 (i think) now at $42.75. i went over the paine webber report issued december 15 when they raised their target price from $96 to $145..incedently James Preissler, the analyst from paine webber that covers gnet, well he is the big dog analyst for internet stocks. he held a conference call with aol/twx the day after the deal..anyway, i read in the report(in regards to the hasbro deal), "we believe Go2net will be able to monetize the agreement by recieving an upfront licensing fee of $7.5 million, development and service fees over the next three years, sharing advertising, subscription, and e-commerce transaction revenues." sounds an awful lot to me like they recieved the $7.5 million this past quarter. in reviewing all of this in addition to the fact that $.08 was investment earnings last quarter i would have to change my estimate considerably. no joke we could seriously get at least .18 to .20 cents. we might be sitting on a goldmine. also, go2net has been mysteriously quiet. something is going to happen here. aol/twx set the tone. have a good weekend everyone. i am supposed to be leaving for florida at 7:15 but my flight has already been delayed 3 hours because there is -30 degree winbd chill outside in boston.. jZ brk, put me down for .19, later all..i am going to have a depressing airport night.