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To: A.L. Reagan who wrote (1540)3/13/2000 12:35:00 AM
From: jhg_in_kc  Respond to of 3070
 
AL, that was a good colloboration. I too have sent away for a kit. I also e-mailed back to INSP to ask them why they took the stand that content was a commodity when I'd read that AOL management did not think so. Asked for a brief response. For the record, I have made some good profits on this run, but became jittery. Something is bothering me about this company, and your posts helped clarify it. Now let us see what it is they "own" indeed.
i thank you for pointing out that they are like a wholesaler/enabler. I suspect the ceo might agree since he has said the Internet is nothing more than a glorified catalog.
by the way i am not in Kentucky but in Missouri.
Our exchange on this thread points out the worth of SI as a place to find out vital information.
I had planned to sell most of my INSP position tomoroww anyway but now maybe we can get to the truth, or close to it.
all the best
jhg



To: A.L. Reagan who wrote (1540)3/13/2000 1:56:00 AM
From: Stuart C Hall  Read Replies (3) | Respond to of 3070
 
INSP is a King of providing wireless content. I never said they created the content. Whether it is their own doesn't matter. Again, look at Yahoo. You can go to Yahoo and get your Yahoo info on your wirless device. Big whup. Who's providing that "repackaged" content? INSP.

I work for an Internet company here in San Diego. We provide services to AOL and others. Mostly we provide a way for them to plug into various sports feeds for their sites. We have a large revenue stream providing these services. We don't produce one iota of original content for them but we take existing content and provide a meaningful context for this information. Based on our success I think I can safely extrapolate that to INSP and justify continued growth. INSP provides the same service on grander scale in a new and hot arket.

I like the presence of persistent, intelligent bears/shorts on this thread. Sharpens my thinking on my investments. Again, I think you have to look at the inroads that are being made by INSP. Will they sustain their market cap? Remains to be seen. You've bought up some quality points. Maybe they are ahead of themselves. As a long, I have to recognize a top and take some profit. However, I still view INSP as a valid investment. You've helped me decide to take some profits, but I'll retain some INSP shares in my IRA. I'd still be careful shorting this one. I don't think you have the full picture yet.

Good luck and I look forward to seeing this all play out.

Stuart