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

To: HO-MEE who wrote (21889)	10/21/2000 1:30:08 PM
From: playavermont	Respond to of 28311

Earnings... Last quarter the combined entity reported: Revenue: $47,000,000 Earnings $6,600,000 = $.02/share This Quarter I believe they are guiding: Revenue: $53,000,000 Earnings ($3,000,000) = ($.01)/share Please correct if the estimates for this quarter are off... Also, whatever they report this quarter -- it will be compared to INSP's year ago quarter: Revenue: $10,100,000 Earnings $ 3,100,000 Very interested in the revenue ramp with regard to wireless... doubt it will be significant until April or July of next year...The real growth and subsequent revenue in wireless is still about a year away in mho... Also, when is Digeo / Broadband promise going to become a factor in revenue?

To: HO-MEE who wrote (21889)	10/21/2000 7:16:58 PM
From: Roger Sherman	Read Replies (1) \| Respond to of 28311

Uncle HO-MEE, you're right! INSP earnings this Wed. on 10/25 At least that's what the CEO (Arun) said at the shareholders "merger" meeting, on Oct 12th. I reported that right after the meeting. I'm going to go out on a limb here, and predict a "blow-out" INSP (now combined with GNET's) earnings report of somewhere between $3-5/share. This, of course, is assuming that the one-time "merger" costs of up to a max. of $36M is excluded. If this happens, I fully expect Wall Street to take at least SOME notice. <g> Roger PS. The following article was in today's Seattle Times. It's an interview with Bill Savoy (new Board member of INSP, previously on GNET's BOD). Most on this thread of course know (but "lurkers" may not realize) that he is the president Uncle Paul Allen's Vulcan Ventures, and "manages" their $14 billion investments, which now includes a major position in INSP. Some may take this as a negative article regarding the "tech correction" implosion we've suffered through this year. You can, however, read much that is positive in it, if you just read between the lines a little bit. ;) seattletimes.nwsource.com