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Technology Stocks : InfoSpace.com -- Ignore unavailable to you. Want to Upgrade?

To: David Howe who wrote (2080)	8/4/2000 1:43:43 PM
From: Spytrdr	Read Replies (1) \| Respond to of 3070

when is that, in year 2156? what will margins be like then?? can you extrapolate please??? 85% margins during all those years, OH MY GOD, this co. will be larger than planet earth. ___ "INSP says they could have $1 to $3 billion in revenue per month"

To: David Howe who wrote (2080)	8/4/2000 1:48:52 PM
From: Christine Traut	Respond to of 3070

I'm new to InfoSpace and appreciate the lively discussion on this board. I happen to have spent the last two days researching mobile commerce. It gave me a chance to think about InfoSpace's position and their potential revenue model. I like their positioning in mobile commerce. Mobile commerce has the potential to bring together the best of the on-line and bricks and mortar world. I doubt that I am going to browse Amazon's web site from a wireless phone, but Amazon is planning a new service where I can be in a real world bookstore, call in the ISBN number of a book and get six different quotes from on-line stores. I can also purchase the on-line version with one click from my little wireless phone. I don't walk out of the store with a book but it comes a day or two later at a cheaper price. Kinda makes you wonder how popular this will be with my local bookstore when I start using it as a demonstration area. What does this have to do with InfoSpace? Plenty. InfoSpace has a leading position in the dreary business of providing directories. But that means that they are sitting on top of the intersection of the on-line world and the real one. If you add location services, InfoSpace can quite easily provide the nearest coffee shop, restaurant, movie.......etc. Why can't they also send you a promotional coupon, sell you the movie ticket...etc? Look at www.prio.net. This is a company that InfoSpace bought last winter. They use the power of internet consumer tracking to create promotions for local stores. They can use wireless ecommerce to direct you to those stores. And they get a cut of the promotion when you purchase. I even buy the synergy between Go2Net and InfoSpace. Go2Net owns a payment processor (Authorize.net). Very important component of e-commerce (or m-commerce). The games channels of Go2Net can also be adapted for wireless. And many wireless carriers give the games providers a cut of the additional cellular minutes that someone uses up entertaining themselves. Look at what is happening with i-mode in Japan and how much money NTT DoCoMo is making with just this model. My caveats at the moment are that Naveen Jain is a deal-making machine but I haven't seen InfoSpace demonstrating the ability to create a single company out of acquisitions. But I'm finding the value proposition here quite intriguing. Definitely worth a closer look.