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

To: levy who wrote (21862)	10/19/2000 2:21:37 PM
From: trouthead	Respond to of 28311

Hello All, The curmudgeon believes, barring international events, that the worst is over. I had a feeling that this october was going to be rocky. However, at this point, and especially for our beloved INSP (Somehow that doesn't sound right. Much like seeing someone take off their glasses for the first time; they look as though soimething is missing. We'll get used to it.) the future while not clear is brighter. The meter is now at medium with no bias. jb

To: levy who wrote (21862)	10/19/2000 3:25:48 PM
From: playavermont	Respond to of 28311

Well...one thing is for sure...PHCM - Phone.com is kicking into gear w/ regard to revenue and usage growth!! Wow... Check out there quarterly report... Revenues up 62% SEQUENTIALLY! Users up 68% SEQUENTIALLY! WOW!! siliconinvestor.com As far as INSP is concerned it looks like they should be approaching those ramping up #'s over the next 2, 3, quarters and beyond with the Carrier Deals kicking in over the last 3-6 months.... Can these PHCM growth rates be applied to INSP going forward? Will INSP have 1 Million users by year end with 65% SEQUENTIAL growth for the following year and thereafter??? It looks as though PHCM must have given some great guidance with there 25% move today...

To: levy who wrote (21862)	10/19/2000 7:30:41 PM
From: HO-MEE	Read Replies (3) \| Respond to of 28311

Listen up all you GNET/INSP believers and Uncle HO-MEE will make you feel better. Here is what is going on in INSP......You have had some heavy trading the past 2 days....Bear Stearns was a BIG seller yesterday and today, he was cleaned up at about 3:00EST and that is why the stock acted crummy yesterday and this morning. Now here is why the stock has been weak lately.......the telecommunication stocks have been DESTROYED recently....MOT,NOK, NT,etc......that put pressure on INSP. The GNET deal closed last week and I believe we have seen the unwinding of any remaining arb positions and GNET shareholders that lightened up their positions once they received their INSP shares. Yahoo and RNWK both had bad #'s and this effected both GNET(YAHOO) and INSP(RNWK....... Now here is the good news, Ebay announced BLOW-OUT earnings and the stock is trading up $9 in the aftermarket,INSP is trading up $1.25 since the close of trading today. PHCM came out with their earnings after the close yesterday and the stock was up $16 today...I have just read a GOLDMAN SACHS report lumping PHCM and INSP together and they expected better #'s from PHCM and INSP....finally, NOK reported blow-out #'s and the stock exploded in trading today. To rap this all up.....I think that INSP will absolutely blow away the REV # next week and the stock will be off to the races...Russ and his partner(JAIN) have NEVER failed having great #'s for the street to enjoy...this 1/4 will be NO different.The stock did some great work the past 2 days and I have been adding to positions as the weakness has played itself out. One last note Goldman is having a conference on Nov.15 and Jain will play a major role....Trust in Russ to have done the right thing for GNET shareholders over the long term......I do. Regards to all.