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To: jhg_in_kc who wrote (1577)	3/14/2000 5:04:00 PM
From: A.L. Reagan	Respond to of 3070

Glad I saved you a bundle. A critical moment was when you shared the DD from INSP IR that revealed that INSP owns no content, and that the main barrier was "patents applied for," the substance of which looked a little dubious. Jhg, going that extra mile to get and share the info is the true spirit of quality threads like SI. So buy yourself a big Kansas City steak dinner tonight for the money you made, and pocketed, on INSP. Seems like some others, Stuart, etc. at least lessened their exposure the past few trading days. BTW, INSP only completed the acquisition of Saraide on 3/10 (it was announced today) and that really is the centerpiece of Jain's wireless web strategy. So it also strained credulity when Jain hyped his "integrated software technology" when INSP hadn't even closed the acquisition. Although I missed this current opportunity to short/buy puts on INSP, my 4,000 ORCL shares looking good after earnings this pm as an internet infrastructure software play with real revenue and bottom-line profit numbers. (Mostly B2B but the nascent oraclemobile unit is taking dead aim at INSP.) And, I'm sure at some point INSP will rise again from wherever it settles out after this sell-off. Naveen is awfully good at the stock price game, and he has all the ego and financial motivation in the world. I'll watch and wait.