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

To: Spytrdr who wrote (2280)	9/13/2000 12:04:36 AM
From: techreports	Read Replies (1) \| Respond to of 3070

Aww...so i shouldn't have bought my Aol shares at 9.805 b/c it was build on a house of cards. Hey...it was possible internet stocks could have gone out of flavor. If this is just a trading vehicle and everyone, but me has realized this then how come The Motley Fool is considering adding them to their rule-breaker portfolio. They don't add trading vehicle stocks to this portfolio. They try to find great long term stocks that are breaking the rules. So that makes two people. Me and David Gardner. Again, you better sell your CMGI shares, it's built on a house of cards. If Internet stocks crash, CMGI won't do any better than INSP, especially since CMGI is holding many 3rd tier companies in their investment portfolio. Didn't CMGI claim they'd overtake DoubleClick in the ad space? Has that happened? If not why? CMGI is the one claiming they'll start new companies that'll dominate all these big emerging markets (seems you are the one that bought into a trading vehicle), yet they have no performance to back that up. Investors will eventually see this. Much like @home. The hype was the braodband version of Aol, yet i didn't see how their Excite portal would pass Yahoo let alone Aol in users. They claimed so many people will sign up for their cable service. So far they can't even meet the estimates they set for themselves. @home was a trading vehicle. Last i heard, CMGI was claiming it would go all after Infospace and the private lable content area. I'm sure CMGI's CEO even claimed they'd become #1, ect.. These are just flat out lies, that pumped the stock all the way up to 163.50 Yes, Naveen Jain has made his share of claims, but he's backed it up with performance. Signed up 8 of the 9 carriers. Now we're waiting for the revenues. If they come, then this stock will move up. It's not guaranteed that the revenues will come, but looking at INSP value chain it seems that it's possible. That's why i bought the stock. _______________ when i talked about a house of cards hanging on relative valuations that's precisely what i meant. it's ok if you play the game, but run for the hills when the music stops and the domino effect begins to work in reverse. this stock is just a trading vehicle, and everyone but you, knows that. i have an email from R.G. (i won't disclose his full name) from Briefing.com saying exactly so, "just a trading vehicle".