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

To: playavermont who wrote (20449)	7/31/2000 11:46:25 AM
From: Killswitch	Respond to of 28311

I don't completely understand yet what we are talking about when we say INSP has 80% market share currently. It has deals with the companies representing 80% of the users, but what exactly does that get us- are we the default unchangeable homepage/portal on those users' phones? I understand INSP gets $2 per user that uses it, but what exactly are we supplying to the web phone companies/users in exchange? We must be giving them something, otherwise I don't see why they would want to pay us the $2/user fee. Also, I think the 80% figure is only for the US? I wonder what the percentage is in the other more advanced cell phone markets. In Japan where iMode reins supreme do we even have a single agreement? Finally, re: competition. Is PHCM a competitor, or are they mainly focusing on supplying the lower level components like the browser used in the phones?