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Technology Stocks : InfoSpace.com -- Ignore unavailable to you. Want to Upgrade?

To: Goldbug Guru who wrote (1386)	3/3/2000 12:05:00 AM
From: Spytrdr	Read Replies (1) \| Respond to of 3070

oh my god! Blodget likes Infospace! oh my god! i'm so excited i won't be able to sleep tonight. we might gap up a hundred points tomorrow! i can feel it guys, never sell it, just never sell Infospace, lock those shares in a basement and leave them there for the next 50 years. oh man, $ 34 million in annual revenues and only a $ 25 BILLION MARKET CAP..., for a B2B with Naveen Jain as CEO who delivers horoscopes and classifieds to Playboy? no wonder smart people like Blodget are giving strong buys to Infospace at $ 25 billion market cap! he knows the current valuation doesn't reflect at all what this company does

To: Goldbug Guru who wrote (1386)	3/3/2000 12:08:00 AM
From: Glenda King	Read Replies (2) \| Respond to of 3070

Post from Raging Bull...thanks to tkprice from ROBERTSON STEPHENS The Internet Stocks Team - The Web Report ... LAUNCHING INFOSPACE We see a number of catalysts ahead on both the wireless and desktop portal fronts to support future gains for InfoSpace stock. We believe carrier deployments are accelerating ahead of expectations with GTE (GTE $65-13/16) launching its InfoSpace-powered service last week. We expect aggressive launches from USWest (USW $70-3/4), AirTouch (VOD $57-7/16), Bell Atlantic (BEL $55-1/4) and Vodafone (VOD $57-7/16) in coming month and an AT&T launch in May. InfoSpace now supplies its data services, messaging platform and commerce options to 24 global wireless providers and more wins may be upcoming. We believe that the rollout of Desktop Portal could take InfoSpace's reach from 86% to almost 100% of Web users. The product is a persistent client that stays visible as the user changes sites or PC functions, displaying content from the Web along with InfoSpace or partner advertising. While a significant piece of the revenue model is ad-based, we believe a large amount of revenue can come from licensing Desktop Portal to affiliates such as AOL, Microsoft, Lycos and others. On a multiple of revenue basis, we struggle to find a more expensive stock. However we also struggle to find a company that has so open-ended an opportunity and in such a strong competitive position.