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

To: trouthead who wrote (17084)	2/25/2000 2:26:00 PM
From: Larry Zenith	Read Replies (3) \| Respond to of 28311

This time, SI quote screw-up is more widespread. Just look at ANY stock quote now.

To: trouthead who wrote (17084)	2/25/2000 2:30:00 PM
From: jon zachary	Read Replies (1) \| Respond to of 28311

Name one company with 40% growth and a stagnant stock price? Be specific LCOS = look no further than another internet portal. it is quite possible, in fact obvious that the street is not interested in this segment right now. jZ p.s. thats nice, S.I. is showing no quotes at all right now. Piece of crap.

To: trouthead who wrote (17084)	2/25/2000 2:33:00 PM
From: tahoe_bound	Read Replies (1) \| Respond to of 28311

Junior Balloon (response, off topic) OK here is an example. Kaufman and Broad Homes. The largest builder of new homes in the U.S. Founded by billionaire Ely Broad, one of the officers is Ron Burkle, billionaire founder and CEO of Fred Meyer, now part of Kroger (another stock w-a-y-y down off its highs) corporate-ir.net This company is trading at 1980 levels, with a p/e of 5, though the fundamentals have never been better. From 1996-98, net income was up 49% and EPS up 59%. In fact, now unlike then, they build to order (like Dell computer) so that they don't have a bunch of unsold inventory sitting around during slow times. Translation= much less cyclical during any time in the past. Model homes sell like hotcakes here in the West. A good percentage with all cash or mostly cash, so interest rates are not a factor. However, the market does not give a rip. They dont care that this is the largest disparity between earnings and the stock prices for all the builders (a group roughly of 10 trading stocks) in over 30 years. Bad news?? Try to find it! Lack of coverage, like GNET? You bet! They do have institutional coverage, but are not really going after the big ones. They should really hit up the big names on Wall Street, and especially the media. Expensive, maybe. But the rewards would be well worth it. Stale perception? Yep. These guys could do more, like get their name out on local cable CNN spots (if the local deli can, well....) and have something like virtual home tours on their website. Some companies should really have corporate image consultants helping them out. In short, this is but one example. It is well known that most of the stock market sans the nasdaq and Russell 2K these days is replete with companies doing great guns fundamentally, better than ever, but their stocks are in the dumpster. Companies that post earnings way better than expected, are trashed. Just like GNET was when it doubled estimates. These companies have just not captured the minds and imaginations of investors and Wall Street, and right now neither has GNET, and it has what some would call an extreme valuation to boot!