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

To: Susan G who wrote (20598)	8/6/2000 2:59:58 PM
From: Susan G	Respond to of 28311

It was this Business Week article I read... Message 14120350

To: Susan G who wrote (20598)	8/6/2000 3:48:39 PM
From: KLP	Respond to of 28311

Susan, you and I had the exact same thoughts....I thought that exchange was quite telling.....But, I'll just bet that at Lakeside he had a very good base for reading, and will continue....It's a good deal part of the reason we are all here....He's very smart, and well versed in many things! I thought the article by Greg Herblein had a couple of interesting points for all of us to consider....especially this... That puts all of the success of the deal on the shareholder's ability to guess what will work and what won't, and whether the market will support it. Here's to a very SUCCESSFUL Series of Roadshows and Lots of active PR!!! KLP Greg Heberlein / Times Staff Columnist Wall Street Recap: In the eye of the beholder One piece of paper for another. That has become the primary currency in the world of high finance since the mid-1980s. It makes far better sense, the investment-banking gurus argue, to swap paper for paper and keep the cash in the till. That puts all of the success of the deal on the shareholder's ability to guess what will work and what won't, and whether the market will support it. Companies sought by Microsoft would beg for Microsoft paper, because of its illustrious record of going up. In Go2Net's situation, investors immediately questioned whether the price (in paper, remember, not cash) was too much. So they began a quick sell of InfoSpace. Since stock-for-stock deals automatically link the two companies' trading prices, ,b>each decline in InfoSpace took a chunk out of Go2Net.

To: Susan G who wrote (20598)	8/6/2000 4:02:43 PM
From: Sarkie	Read Replies (1) \| Respond to of 28311

Russ did make the statement that he eats, breathes and thinks (?) acquisitions. So he shouldn't have too much time to read. <ggg>