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

To: Susan G who wrote (19492)	6/7/2000 2:39:00 PM
From: sandintoes	Read Replies (1) \| Respond to of 28311

No, you're doing fine, and so is GNET!!!! Keep it up!

To: Susan G who wrote (19492)	6/10/2000 11:37:00 PM
From: levy	Read Replies (1) \| Respond to of 28311

Susan are you playing with that fancy remote of yours tonight or what?...if its time for a break then read this....comes from the most recent issue from Cowan research Beyond The Portal, Beyond The PC We initiated coverage of Go2Net on April 18 with a Strong Buy (1) rating and 12-month price target of $115. Go2Net has rapidly evolved from a content and services aggregator in the traditional ?portal? sense to a commerce infrastructure & content services provider across multiple Internet delivery platforms. While building its network of vertical sites to be among the Web?s top-10 most visited destinations, GNET has also expanded aggressively into bedrock commerce infrastructure services including Web-based secure payment processing, merchant hosting, and commerce services. Sidestepping head-on competition with branded, centralized portals such as Yahoo! or Lycos, GNET has built ?category killer? brands in select verticals (finance, metasearch), while licensing core portal and commerce infrastructure services to a network of branded partners, online marketplaces, and VARs. Central to our investment thesis is Go2Net?s opportunity to penetrate three massive markets: (1) online transaction volume in B2B and B2C segments, which is forecast to exceed $2.0 trillion by 2003; (2) Web advertising and promotions, which are expected to surpass $33B by 2004; and (3) broadband portal services, further enhanced by GNET?s relationship with Microsoft co-founder Paul Allen?s companies -Charter and RCN. As Internet services extend into the broadband and mobile arena, we believe that all Web-based businesses must think ?beyond the PC? or risk an accelerated marginalization. On the flip side, however, is the likelihood that hundreds of billions of new market value will be created by those successfully navigating this transition. As the Internet rapidly extends into the broadband and mobile universe, we believe that all Web-based businesses must think ?beyond the PC? or risk an accelerated marginalization. On the flip side, however, is the likelihood that hundreds of billions, if not trillions, of new market capitalization will be created by companies successfully navigating this transition. Oh ? lest we forget ? GNET has REAL earnings per share growing at a rather serious clip: $0.24 in 1999, $0.61 in 2000E, and $0.71 in 2001E. Expect this stock to recover its legs faster in this volatile environment than many of its ?have-not? peers. The entire article is great and some mention of gnet on page 5 as well cowen.com after going here click on past issue from may 31