SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : InfoSpace.com -- Ignore unavailable to you. Want to Upgrade?


To: Steven R. Michaud who wrote (2180)8/22/2000 7:27:03 PM
From: playavermont  Respond to of 3070
 
Have a question...

Most GNET longs know that GNET has an agreement with Vulcan Ventures that Vulcan will pick up ALL costs associated with GNET's R&D expenses in broadband development with Digeo. Is there any way that INSP's 3G wireless development COSTS could fall under the same type of agreement. It is obvious their work will be closely associated with Paul Allens other holdings...more than likely Digeo will be a key component for broadband wireless market in years to come.

This would obviously pass on the same cost benefits to the income statement. Could be a key in showing tremendous earnings going forward.



To: Steven R. Michaud who wrote (2180)8/22/2000 8:23:54 PM
From: Spytrdr  Read Replies (1) | Respond to of 3070
 
as a private investor, i wouldn't pay more than 5 times sales, or an extreme 10 p/s if it had a really good future and potential for being very profitable.
but since in my opinion, the long-term survivability of this company is not a sure thing -to put it lightly-, i wouldn't pay anything.
there's no such thing as "the operating system for wireless", and if there is, it won't be Infospace for SURE, and the kind of information Infospace sells is a commodity.
take that away, and what do you have left? another crappy portal a dime a dozen.

___
"What do you think it is actually worth"



To: Steven R. Michaud who wrote (2180)8/22/2000 8:37:24 PM
From: Spytrdr  Respond to of 3070
 
you guys better forget about Infospace's "financial profile" and such, since INSP is floating on thin air.
when analyzed that way, there's only one way to go for this stock, and that's DOWN, so you'd better not insist too much on that because it's against your own interests.
the best thing that could happen to this stock is for institutional traders to become oblivious again and treat this thing as a trading vehicle floating in fantasyland like in the good old days, then we'll discuss moving averages, bollinger bands, triangles, wedges, head and shoulders, hammers and shooting stars, etc etc.

___
"What do you think it is actually worth (figure in the additional dilution of shares to purchase GNET and figure in what the value of GNET is)....I don't care how you come up with your estimate..just base it on what the facts (sorry, unquoted facts) are so quote your sources...."