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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (17590)	3/17/2000 7:51:00 PM
From: trouthead	Respond to of 28311

Hey, when are you GNET trillionaires gonna post some info from the meeting? I know you were there and presented Russ, um er...I mean the "messiah" with a plaque (I have my spies), but what did they say? What is your opinion of the meeting, GNET yada yada yada. Thanks, jb

To: Hawkmoon who wrote (17590)	3/17/2000 7:55:00 PM
From: jon zachary	Respond to of 28311

the bottom line is, business as usual, nothing will change in regards to the way they do business. i think they have a very well run ship, but it is the way the street views them and the corresponding stock price action that bothers me. it would seem as if gnet would be a perfect candidate to have as a backbone in a portfolio that wanted exposure to internet stocks but didnt want to speculate too much. the weighting i have for gnet currently in my portfolio seems too high. i would rather put more money into higher growth (potential) stocks and always keep a good long position in gnet because they are a winner. you just cant fight the street though, they hold all the cards. if we could hold the present levels into the end of april then surely you would expect a nice run into earnings (as usual) and a further push with a split announcement over 100. followed by the usual selloff immediately after. jZ