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

To: tahoe_bound who wrote (19151)	5/12/2000 4:42:00 PM
From: tahoe_bound	Respond to of 28311

Opinions please. Can anyone say why the news that Yahoo plans to aggressively pursue broadband content posing a direct threat would not be considered very disturbing news? They already eat GNETs lunch in just about everything else. If broadband rollout is supposed to be the major news of the year here, wont this take out a lot of the thunder? Maybe some of the smarter minds here can hypothesize. ---------------------------------- (From the Chase H&Q conference Wednesday) "There's a corollary to Moore's Law and it is: Bandwidth will continue to grow, it will get cheaper and it will get more ubiquitous -- period," says Koogle. "Those three trends will continue and you can take it to the bank." So in Koogle's view, with the old, low-bandwidth World Wide Wait (as wags dubbed it) search engines were the primary content. But now that broadband is here, television-like programming will increasingly be the content of the Web. So Yahoo! has decided to create broadband content so that Yahoo.com remains a leading destination. Koogle points out that most of the workplace population connects through T-1 or faster Internet connections -- that is, a broadband connection. "More than 50% of the consumption of Yahoo! is from the workplace," he says. "That's one of the reasons we bought Broadcast.com a year ago." And that, he says, is why Yahoo! isn't waiting for television programmers to broadcast on the Internet, but started in March creating that content itself. "Convergence is happening now and we will drive this much further," says Koogle. "We just happen to be in finance right now. But stay tuned, we're going to be doing more and more, and we're just started."