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

To: rampingup who wrote (18518)	4/18/2000 10:16:00 AM
From: atskaggs	Read Replies (1) \| Respond to of 28311

Struggling to stay green????? Incredible.

To: rampingup who wrote (18518)	4/18/2000 10:33:00 AM
From: levy	Respond to of 28311

Zdnet frequently has good news about go2net yet their news never makes it to the news on SI...why is that?...if we can get all those nonnews items here why can't we also get some of the good ones.....I listened to the conference call last night....the main take home message I get from it, is the presence that Russ has.....anyone listening to this guy will become a believer......a few points I heard not yet talked about are 1. there are now 260 million dollars in ecommerce transactions moving across go2net mostly I imagine in the 70400 authorize .net customer base.....wonder how much the transactions fees Auth.net gets on that?....there has never been a way to determine how much money is coming from them but this remains in my mind a huge area for growth....some comment was made about planet payment but no remarks about how many customers they have? The analysts did not ask hard questions......wish Russ or someone would come on here an answer some of these questions...I could list 10 here that have never been answered....for example ...no comments were main regarding whether current quarter income reflects some of the fees from hasbro deal or ndb deal?.....freeyellow why aren't we counting them in number base of hypermart ? how about that .dotcom naming product they have?...are there any plans to make it more prominently displayed on hypermart? 2. now 460 employees 3. Beta custom portal for Alliegience technologies now being tested.... Is there any place on the web where transcripts of conference calls are available? Much quicker to read than listen.

To: rampingup who wrote (18518)	4/18/2000 10:34:00 AM
From: tahoe_bound	Read Replies (1) \| Respond to of 28311

No one really knows. Almost all of the best and well respected analysts guaranteed on national TV that the mean and nasty day and huge reversal on April 4 was a bottom, that would be "retested." Whoops. One indication that is still bothersome is the lack of fear. The CBOE VIX ratio had a high of 41 on Friday. It is now back to the low 30's. In the mini-crash of 1998 however which obviously was a solid bottom, the VIX spiked at over 60. For this week, it should be a nice respite though heading into options expiration and a Holiday. A very nice short covering rally on strong earnings numbers should be good too. After earnings, what next? Then the market looks towards the next Fed meeting and how that will impact everything. Fridays aftermath may be looked back on as a between-math in the face of a hostile Fed, then the markets might do the much vaunted retest... or even lower. After all almost no one thought more than a 10-15% correction was in the works just a few weeks ago. GNET now down 5 points, while the markets are up... I bet no one expected that? Jinxed again maybe, but it is almost comical (or it would be if not long) at when this board gets all worked up like last night after the earnings with no hint of caution or anything, it marks a little short term high! When you have a stock with low float like this subject to manipulation, no amount of rosy reports will make a move up guaranteed or give some measure of safety really. To think that it would be straight up from here with the major damage incurred is wishful thinking. No doubt the earnings report was great. However, it is the market that gives the verdict. The "pro forma" thing may be giving some hesistation. A loss is a loss to many unfortunately, and scrutinized more heavily than before. The issue of coverage is still out there weighing on the stock, a lot more so than a little blue line in the box. What does your broker tell you about all of this? I hope you have a good one, since you bought 5,000 shares over $60 you can well afford it!