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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: techreports who wrote (21561)	3/28/2000 10:34:00 AM
From: Dinesh	Read Replies (2) \| Respond to of 54805

RE INSP Great job on Infospace. Thanks for posting the research here. 1. I think their model is POA. That this would add great values to the stock depends on the value chains. 2. You mentioned that the "revenue potential is HUGE". Just how huge, since they have 4 or the top 5 portals, and some 25 wireless carriers; since they sell services and don't share in the ad revenues. Can we project revenues here because I am skeptical how much can they derive from being just a service providers ? 3. The "mini-CMGI", a.k.a. "son of IOmega". They got the wampums no doubt. Regards Dinesh