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

To: tahoe_bound who wrote (19609)	6/14/2000 1:21:00 PM
From: Robert Rose	Read Replies (1) \| Respond to of 28311

<The company can keep doing "good" things, but if they dont keep up with the competition with great things becoming a dynamic leader instead of just good or mediocre things perceived, the market can remain indifferent for a very long time if it is not seen as being enough or living up to the potential espoused.> The fact is that you do not run the company. While perhaps management reads these boards and takes such outside suggestions to heart, very likely they do not. So, if you really do not approve of the way the company is managed, you owe it to yourself to sell your position in it. While such losses are hard to swallow, a loss carry-forward does have a silver lining to it going forward. (Offering no tax advice here, just making a comment about my own situation.) Regards, Rob

To: tahoe_bound who wrote (19609)	6/14/2000 2:18:00 PM
From: Pareto	Read Replies (3) \| Respond to of 28311

Hello tahoe-bound, I'm with you. I bought at the same levels, but less and not on margin, so I have no hurry to sell and can wait and see. It is still a company with only 80 M in sales and 1.4 B market cap. High risk. It is easy to pick a leader after the race is run, but with many rounds to go it's not that clear. I think management is doing what it said it would. Only the market is bad. Competition is heating up. Coming months all bricks and mortar companies will launch improved sites. It will take two more years before e-commerce has a significant share of the economy, then the big numbers come in. Now it is a question to establish a good position and to have the right technology. Try not to get short breathed. You may have to sell part of your holdings to get afloat now. Last year for many the line between investing and gambling became blurred. That's history. Gnet has the cash on hand to quietly work on the future and take the right decisions. Acquisitions not always work out well. Coverage has its cost and is no golden medicine. Take care, Pareto (by the way, part of Santiago is flooded, in 48 hours we had 4 inches of rain, that is 1/3 of the rain we have normally in a whole year.)