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


To: A.L. Reagan who wrote (1512)3/9/2000 9:32:00 PM
From: Stuart C Hall  Read Replies (2) | Respond to of 3070
 
Finally, a valid argument with honesty.

Yeah, I wouldn't short INSP either!

I'll be protecting some profit this week. Just haven't gotten around to it. Have to move some money to the fiber sector. Time to even the portfolio again. INSP has been a true champ for me. Will retain a decent position.

As far as the future of INSP, I don't agree with all of your points. INSP is the leader in providing wireless content. Historically, it's the infrastructure people who lose out. Cable companies are not as profitable as the networks who provide the content. The same for INSP. Wireless infrastructure will undergo a revolution that will benefit the content providers. Witness ATHM and AOL buying TWX to improve content (and gain broadband). INSP is going to leverage their lead here for future revenue growth. Can you imagine INSP gaining $1/month for every cell phone that accesses online content? Good googly moogly.

Wireless is the new darling of the tech world. Content is king. INSP is the King of Content.

Good luck to you.