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

To: Pareto who wrote (16066)	1/17/2000 1:36:00 PM
From: Sarkie	Respond to of 28311

I am more inclined to agree with you Pareto. We seem to be getting carried away with our exuberance with prior earnings. Grant it, GNET is profitable but as you stated the GNET business model focuses on LEVERAGE, which is a very important key. brk, you can put me down for +.11 ~Sarkie

To: Pareto who wrote (16066)	1/17/2000 2:16:00 PM
From: KLP	Read Replies (1) \| Respond to of 28311

Pareto....WELL said! and you said it better than I could... It's core competence is the development of web based applications to be used by multiple users. and GNET is leveraging technology, not the visitors to its site I don't know what the earnings will be, but I am guessing they will be better than what Wall Street thinks... KLP

To: Pareto who wrote (16066)	1/17/2000 2:26:00 PM
From: White Shoes	Respond to of 28311

Further to your thoughts Pareto, while the few quarters of earnings making GNET a net rarity have been "nice," this probably won't continue. Following the big AOL merger, the race for scale and customers may be picking up anew. Therefore arguably it is high time GNET stopped having earnings (yes you can quote me on that). Maybe they'll look good this Q but as you say, there is a lot of ramp-up to think about, and you're not playing tiddlywinks going up against AOL-Time Warner, Disney, NBCi, Yahoo, Excite@Home, etc. Time for GNET to do more of what made it get to this point - grow fast through acquisition. This means dilution of earnings at the very least. What do they acquire? That is the question. Net companies like Ask Jeeves seem wildly overvalued so private deals are the alternative. I love About.com and would love to see a smart company like Go2Net acquire them. Combining #10 with #11 (or thereabouts) would be a good move, and About.com has a ton of room for growth due to its verticals. About.com's position at #11 (or lower considering all the consolidation - it's heading for #8) seems to guarantee a good run in its stock price this year in anticipation of competing takeover offers.

To: Pareto who wrote (16066)	1/17/2000 2:33:00 PM
From: levy	Read Replies (1) \| Respond to of 28311

Pareto, Pareto, Pareto...I have said this before but I think its worth repeating....the street is so funny about earnings......GNET earnings are in great part from interest and the street acts so surprised and runs up the price on this news yet its a no brainer than earnings will be positive...on the other hand the street seems to never see or finds it difficult to understand good investments...for instance gnet investment in commtouch and its success is the biggest news I know of for gnet this quarter but no one is running around bidding up gnet on that news which they should.....whats funny is if gnet would spend all their cash (I think 250 million dollars) on investments just as successful as the one in commtouch then their earning would not be as good and the street would probably bid the stock price down when in reality it should go way up.......knowing a stock well offers an opportunity to know these things and make great investment decisions but who has the time to figure this out...wish there was more research out there identifying these kind of companies who might not have earnings and therefore low stock price yet have great investments masking their true value.