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

To: Spytrdr who wrote (1489)	3/8/2000 1:31:00 AM
From: Stuart C Hall	Read Replies (2) \| Respond to of 3070

OK, I'll take your Pepsi challenge. Usually I don't respond to those who don't make points (although on most threads I enjoy the pointlessness of Impristine's posts) The question as I understand it: What to do about a problem like Naveen? OK, it's no sound of music but... First, let's acknowledge that I don't use online horoscopes. I have a sneaking feeling Spytrdr doesn't either. :-) BUT, I do use a TON of other Yahoo! modules like weather, traffic, airline deals etc. Let's also acknowledge that there are other people who may find the items we think are useless are the best features of Yahoo! Psychics probably live off the Yahoo! horoscopes. Now, let's think about this. INSP supplies the majority of this module based information. Not only do they supply it to Yahoo, but also to other search engines (LCOS etc) I read a while ago in a PR that an INSP service is present on 85% of the major sites. That's a lot of horoscopes. I was satisfied with INSP at 50 when this was their bread and butter. I felt we had plenty of room to grow. Now the wireless strategy kicks in. I was amazed at QCOM's run. Frankly, didn't understand it. Now I see the light. Wireless whatever is the future. INSP has a lock on content. They're meteoric rise coincided with announcements of wireless deals. They are providing the content you're seeing on your wireless phone. My phone does it. I don't EVER use it, but many people in my office do and I'll state here and now we are in the early adoption phase of this technology. Every deal INSP inks for wireless content solidifies their place in this area. Soon this will be a hot field. INSP has the lead, the content and the means to take a sports ticker feed and make it browsable on your phone. Is this impenetrable territory? No, but INSP is locking up deals to provide this service. QCOM reached 600 on the merits of their technology being licensed. INSP is making the same effort to lock up the content side. Combine that with their first class online services and you have a powerhouse Gorilla in the making. 85% of major sites use it, wireless providers are scrambling for it and INSP is hitting on all cylinders. Whether you can stomach their growth or market cap is up to you, personally I'm happy with my 1500% gain in the past 12 months. I'm holding on and riding this one out. Can we dip? Certainly. Do we have the right tools and leadership to carry us through? I think so. There you have it. A positive post about the merits of INSP. I put this up not as direct challenge to the shorts/bashers, although I welcome the contrarian view if intelligent, but as a reminder as to why I have invested in INSP. If this helps others, one way or the other, all the better. Regards, Stuart