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

To: atskaggs who wrote (20447)	7/31/2000 10:52:43 AM
From: levy	Respond to of 28311

How does a company bill itself as selling infrastructure to others yet maintain a web presence using the same products for its portal? I imagine that would make angry the people you are selling infrastructure to now wouldn't it Quigley????? Inktomi doesn't do that? So what is it that this company is going to do in the future? I imagine they will try to do both but I am not sure that is the correct marketing move....Quigley take a stand on this issue to save your self but I am not sure what side of the fence you should take........I am starting to think the infospace website sucks bigtime on purpose so it won't get the people they do business with to worried...the other possibility is they have been concentrating on wireless so much they just haven't paid much attention to it....for example look at what they in part they say about thier offering for merchant services Merchant Services or Merchant.com InfoSpace's end-to-end merchant services give merchants the ability to create, promote, sell and distribute their products and services across multiple channels through InfoSpace's broad distribution network. InfoSpace has extensive reseller agreements with regional bell operating companies, including BellSouth, SBC and US WEST, merchant banks such as Capital One and other local media networks who provide InfoSpace's services to millions of local merchants worldwide. InfoSpace merchant services include: Page Express, which enables local merchants to create a Web presence StoreBuilder, which enables merchants to build on-line stores ActivePromotion, which enables merchants to create targeted product promotions and distribute them across InfoSpace's network ActiveShopperTM, which provides an open marketplace where consumers can find, research and purchase products from our merchant network Now go find any of the stuff they talk about other than active shopper on their web page....it is not there from what I can see ...the merchant.com is a site to buy stuff and they own inez.com that has exstore and there are no links whatsoever to that so whats up with that?...more later

To: atskaggs who wrote (20447)	7/31/2000 11:35:41 AM
From: playavermont	Read Replies (1) \| Respond to of 28311

Just running some #'s.... Read an Article this weekend that said a combined GNET/INSP would have Fiscal 2001 Revenues of $360 Million before "synergies"... I think the # is more like $420 Million before "synergies"...With some REAL UPSIDE POTENTIALTO THAT FIGURE. Secondly, Also read that the estimate is for 1 Billion Digital Cell Phones to be in use by 2003. The estimate is for half of them to be internet "enabled".... That would be a potential market of 500 MILLION Internet Cell Phone customers... INSP presently has 80% market share in the USA with 40% percent in Europe... Lets assume for arguments sake they have 50% of the WORLDWIDE internet cell phone market by 2003. Lets also assume that of the 500,000,000 internet ENABLED cell phones in use that 50% of them actually USE the internet feature... That would mean total market of 250,000,000 customers... INSP 50% share of the market = 125,000,000 customers.. 125,000,000 customers @ $2.00/per CUSTOMER per MONTH. That would be total revenues of $250,000,000.00 PER MONTH???????????? That would be before any additional revenues on transactions etc....?????????? Add in GNETS Broadband revenues etc., etc., etc............ Is $10 Billion really a high valuation???? Crazy #'s but...heck....3 years ago YHOO was doing $5 Million revenue per month...today they are doing $100 Million revenue per month...