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Technology Stocks : InfoSpace.com -- Ignore unavailable to you. Want to Upgrade?


To: Spytrdr who wrote (1767)3/29/2000 8:44:00 PM
From: A.L. Reagan  Read Replies (1) | Respond to of 3070
 
Spy guy - I'm doing just fine. Each of last two days portfolio has gained, despite fooling around so long on DD and missing the easy short on INSP. (I actually own some quality companies.)

INSP is not without redeeming value and Jain's business strategy is pretty good, considering he had to start on the base of being the largest on-line horoscope provider.

But what the people holding this stock totally fail to grasp is (1) INSP really has no IPR of any significant value; (2) there is tons of competition in the wireless web space from far superior companies; and (3) protocol ownership (e.g. CDMA), OS software, and voice recognition, not sports score aggregation, are the real ways to play the wireless web....

So Impristine
and Estephan
and you and Guy
don't have to
make four keystrokes
on your
wireless
phone
in order to
buy something
from some
merchant who
has signed on
with hundreds
of services,
one of which
is INSP.

Best to all. Have enjoyed the PM's from former INSP longs who sold in the 230-260 range based on our earlier posts. If I were still holding long I'd sell on tomorrow's bounce.