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

To: levy who wrote (17209)	2/29/2000 7:58:00 AM
From: KLP	Respond to of 28311

GNET and Internet Media's Massive Market -Analyst Insight america-invest.com ANALYST INSIGHT Internet Media's Massive Market Saturday, Feb. 26, 2000 18:22 PDT By Shannon Peavey, America-iNvest.com Sudip ?Bobby? Rakhit of US Bancorp Piper Jaffray covers market leaders in Internet media. The market potential for these companies is huge, he says, and there is plenty of room for several large players. America-iNvest.com: What companies do you cover and what areas of the Internet are they involved in? Bobby Rakhit: The sector I cover is known as Internet media and marketing, and this includes e-marketing companies, content-driven companies, and Internet infrastructure players. This is obviously a very large universe. Some of the stocks I cover include Yahoo! (YHOO), CMGI (CMGI), Doubleclick (DCLK), Infospace (INSP), and Go2Net (GNET). America-iNvest.com: What is the big driver behind the incredible success of companies like these in the past 12 months? Rakhit: The market potential - it?s huge. In Internet advertising alone, for example, we are predicting a $45 billion market by 2005. Doubleclick and CMGI are leaders in the sector now, but there is definitely room enough for several large players. The sector is large enough for a number of successful niche players, like Digital Impact (DIGI) and Mediaplex (MPLX). Many of these companies are already working with existing e-marketing giants. In our portfolio we also have other e-marketing niche companies like MyPoints.com (MYPT), which are concentrating in direct marketing. America-iNvest.com: What is your favorite stock currently? Rakhit: Infospace.com (INSP). I love this company. It has a dominant position in the industry right now. It is the only company out there that is focused on aggregating content and distributing it over wireless devices. Then it has partners in Nokia (NOK) and Ericcson (ECCY) overseas, plus AT&T (T) here in the U.S. The company also has a merchant services area, and has made two significant acquisitions recently in Prio and Saraide. The stock is also about to split again. Just unbelievable. America-iNvest.com: Why aren?t there other companies doing what Infospace does? Are there potential competitors on the radar? Rakhit: Motorola (MOT) and Oracle (ORCL) are trying to get into same space and there may be some smaller niche companies trying to do something, but right now Infospace is really the only one out there. CEO Naveen Jain is just amazing. He has done so much with this company. He has strong vision and execution abilities. America-iNveset.com: Any other picks? Rakhit: Go2Net is another great company and was one of our group?s top pick last month. They?ve got a lot going for them, including Paul Allen?s (of Vulcan Ventures) backing, and a knack for getting into areas which have tremendous growth opportunities. For example, they have 800,000 online companies, and 58,000 merchants, in their hypermart area, the largest on the ?Net, which means revenues will stream in from transactions and advertising. They are also involved in a deal that will give them access to Charter Communications? (CHTR) subscribers. That?s worth a huge amount of revenue. Go2Net?s recent acquisition of National Discount Brokers (NDB) solidifies the company?s silicon investor strategy ? and gives it stock trading rights, as well as adding 200,000 new customers. America-iNvest.com: What?s your outlook for the Internet group in general in the near-term? Rakhit: There will be a shakeout starting sometime this year. But I think there will be several survivors among the big names, as well as among the niche players. I believe Doubleclick and CMGI will be among the survivors. America-iNvest.com: We?ve seen Doubleclick?s stock start to recover this afternoon after a week filled with plenty of talk about privacy and the FTC. Do you think the concerns are justified? Rakhit: Internet advertising, in terms of privacy of the individual, is really no different than what direct marketers do. I don?t think this issue will impact Doubleclick in any big way. The stock might trade sideways for a little while, but that?s about it. The company has strong fundamentals and is very working closely with FTC and has an intricate privacy plan. We will be addressing privacy-related issues soon in a regular Internet newsletter. America-iNvest.com: What do you make of the buzz about Yahoo! Will they stay true to their vow of independence? Rakhit: I think the strategy Yahoo! has taken for now is right for them. The stock has rebounded and I think that long-term, this is a great name to hold. But its upswing may not be as great as Go2Net?s will be, because of its sheer size. For companies like these, distribution is critical. I think the merger between AOL (AOL) and Time Warner (TWX) will be great for these companies once investors really understand what impact a deal like this will have. America-iNvest.com: How did you become an analyst and develop your specialization in this arena? Rakhit: I started my career working at Deloitte &Touche as a management consultant, where I learned a lot about technology. Eventually I decided I wanted to do research so I went to work for Morgan Stanley where I was able to work with and learn from Rich Bilotti and Mary Meeker. I knew I really enjoyed this field, and thought I would focus on Internet companies since I knew this was an extremely high-growth area. America-iNvest.com: Since you started working in the financial field, what would you say is the most important lesson you?ve learned about the markets? Rakhit: You know, I?d have to agree with what Rob Martin of Friedman, Billings, Ramsey said (in last week?s Analyst Insight column). Never sell yourself on any given technology or idea, and don't just jump into stocks based on momentum without a greater sense of what the market opportunity is and where a given company is positioned. Shannon Peavey is a senior reporter for America-iNvest.com. Copyright ¸ 1998-2000 GlobalnetFinancial.com, Inc. and America-iNvest.com's data suppliers. All rights reserved.

To: levy who wrote (17209)	2/29/2000 8:00:00 AM
From: KLP	Respond to of 28311

GNET News today.... KLP sites.stockpoint.com\060b0040.htm XpertSite.com Announces the 'AskMe Network'; First Worldwide Network for Person-to-Person Q&A SEATTLE, Feb 29, 2000 (BUSINESS WIRE) -- XpertSite.com(TM) (http://www.xpertsite.com), today announced the AskMe Network(TM), the first and only free, person-to-person question and answer (Q&A) service specifically designed for third-party Web site integration. To date, more than 25 leading Internet companies, including Go2Net (Nasdaq:GNET), Infonautics (Nasdaq:INFO) Electric Library and Encyclopedia.com, GameZone.com, and Hardware.com have joined the AskMe Network to power their Web sites with person-to-person Q&A. The AskMe Network is a new service for integrating Q&A into third-party Web sites, and was launched for public preview under the name XpertSite.com in October, 1999. The AskMe Network has quickly grown to become the largest and fastest growing free Q&A service on the Web, having surpassed one million unique visitors per month with 30,000 experts answering questions on more than 2,000 topics. All previously answered questions are available online, providing users with a valuable information resource on topics ranging from Pokemon to physics, and taxes to technology. The rapid growth and popularity of the AskMe service is driven by an extremely high level of user satisfaction, exemplified by a satisfaction level of 91%, and an average rating for experts of 4.2 on a 5.0 point scale. "XpertSite is uniquely positioned to capitalize on one of the Internet's most rapidly emerging categories," said Russell C. Horowitz, Go2Net's Chairman and Chief Executive Officer. "This form of user-generated content is already proving to be extremely popular and will rapidly become a valuable resource for a broad range of Web sites." The AskMe Network offers a wide range of benefits for both the partner Web sites and their respective users, including: -- Immediate access to the world's largest directory of experts -- ranging from credentialed professionals to hobbyists and people with knowledge based on life experience, all of whom answer questions online, for free. -- The ability to view profiles of experts, review their user ratings, and browse and evaluate experts' previously posted answers. -- Technology that enables the AskMe(TM) service to be integrated into the look and feel of a partner's Web site, allowing an easy-to-use and seamless experience for users. An example of a Web site with the AskMe service is available at xpertsite.com. -- A turnkey system for partner Web sites that eliminates the cost of developing proprietary technology or having to attract a critical mass of experts and users. -- Increased traffic and retention opportunities. Attracts new users to partner Web sites and builds user loyalty by providing users with the most popular interactive Q&A service on the Web today. -- The ability to generate additional page views that help drive advertising revenues. -- A database of answers and knowledge that grows exponentially as more partners come online and provides even greater value to both partners and their respective users over time. "XpertSite's goal with the AskMe Network is to power the Web with Q&A," said Udai Shekawat, co-founder of XpertSite. "The AskMe Network will radically change how people use the Web and make it much easier for people to get answers to their questions. By joining the AskMe Network, Web sites can unleash the power of person-to-person Q&A, and enable users to ask questions of real people without having to leave their favorite site." About XpertSite.com The AskMe Network is owned and operated by XpertSite.com, Inc. XpertSite.com is the industry leader in the rapidly growing field of online Web-based advice. Founded by former Microsoft executives, the privately-held company is based in Seattle, Washington and is backed by a who's who of industry professionals, including second generation Internet entrepreneurs, venture capitalists, and former executives from industry leading companies such as Microsoft and Amazon.com. For more information, please visit xpertsite.com. For partnership inquiries send email to bizdev@xpertsite.com. XpertSite, AskMe, and the AskMe Network are trademarks of XpertSite.com.

To: levy who wrote (17209)	2/29/2000 8:08:00 AM
From: KLP	Read Replies (1) \| Respond to of 28311

lvey~ Today, GNET will have over 13,000,000 messages posted.... Re your last post......Isn't that just the truth? LOL!! KLP This all reminds me of the kid who has this great birthday party recently and at the end starts crying and says it didn't last long enough and I didn't get enough presents......

To: levy who wrote (17209)	2/29/2000 10:20:00 AM
From: marcos	Read Replies (2) \| Respond to of 28311

levy, ad hominem attacks and falsehoods will make weak pillars for your structure of logic. Check again - never have i said i was leaving SI entirely. Had to change the browser home page, well go2net couldn't find the old one, didn't have a lot of choice there. And certainly this site is less useful than real SI, so likely the amount of time here will be reduced, it already has been. But never did i say i was leaving permanently, a Tim Luke i am not. The technical comparisons i have made have been between real SI and this go2net site for the most part, and made in defense of the former. Sorry if my lack of enthusiasm for fat cluttered glitz over sleek elegant function upsets you. Get over it. Mr Burdick has 'tried in every way to please'? - Oh please ... why then is the Subjectmarks page not legible and quick to load as was its counterpart in real SI? ... to pick just one concern of many. As for seven-year-olds, perhaps you shouldn't spend quite all your time with them, the influence could show further in your manners. Now pardon me, got to go now, busy day ... try to use the time to compose yourself ... cheers