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

To: Hawkmoon who wrote (20621)	8/8/2000 12:02:44 PM
From: trouthead	Respond to of 28311

The Curmudgeonly Report. I am the Curmudgeon and this is my report. Ron, I only disagree on two points. First I don't think GNET is being taken advantage of. If this merger is a crime it's a victimless one. Each side has a lot to gain from what the other has to offer. Secondly broadband is also tomorrow. 6 months ago the percentage of users with broadband was 6%. That included work connections. The broadband build out is going to take several years to even get to 25%. And I believe the most profitable broadband is in home delivery, the most labor intensive build out the broadband delivery companies have. So I see both as tomorrow technologies. To take advantage of tomorrow you have to be there today. A bit trite, I know, but so true. As always execution of the business plan will determine the success of our investment. The real question is do we still believe in the Mgt team? I am fine with Russ and co., but I do have questions about the INSP gang. So far from what I've read in articles (not on the INSP thread) Jain comes across as a hyper active, scatter gun, megalo-maniac who cuts people off. <g> Tongue only gently pressed in cheek. We'll see if he can get the job done. Sarin sounds much more realistic and level haeaded. I will be very interested to see the first combined earnings report. Will INSP weigh down GNET while GNET buoys INSP? We shall see. jb