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To: A.L. Reagan who wrote (1531)	3/12/2000 1:36:00 PM
From: Stuart C Hall	Respond to of 3070

Anyone else subscribe to Red Herring? They have a special section on Wireless. IMHO Red Herring is one of the better tech/finance mags out there. They dropped LU from their mock portfolio to add more CMGI. Funny because I was planning on adding to my CMGI position on Monday. A.L., I'm glad you came to this thread. It's made me reconsider how top heavy I had become in INSP. I still believe in the future of the company. I think LONG term it will be fine. Short term, anything can happen after this run. It's time for me to take a portion of my profits and rebalance. I'm still confident that LONG term my remaining INSP shares will do well. My reason, we are in the early adoption phase of wireless. The growth will be astounding. Plenty of room for INSP. Regarding unique content, I'd argue that you show me what is unique in Yahoo. It's all about the conveinence of Yahoo Messenger, My Yahoo, Yahoo email etc. There's no real new content, it's all packaging. And they have plenty of competitoin on every front. Yet they were the first ones to establish dominance and it's never faded. If INSP can do this for wireless their value will lie in being the leading "infomediary" in a huge market. I'll rebalance my portfolio and leave plenty of shares on the table in case Naveen can pull it off. Good luck. Stuart