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

To: Robert Rose who wrote (21909)	10/22/2000 11:59:21 PM
From: Killswitch	Read Replies (1) \| Respond to of 28311

re: INSP P/S of 67... by my calculations based on this quarter's expected revs of at least $60mm for the combined company, the P/S (based on 290mm outstanding shares) is under 25 assuming no rev growth in future. If you assume a 20% quarter-to-quarter rev growth then in this quarter plus next three you end up with about $322mm in revs for a forward P/S of 19. Not too shabby, especially for a profitable company with improving margins. Even if you want to do a trailing P/S your number would be wrong since you have to take into account what the revs would have been for the combined company. For comparison purposes here are some approximate current P/S of some other companies. YHOO - 27, CSCO - 17, AOL - 15, PHCM - 48, EBAY - 33, ARBA - 57, etc. You can see that INSP's 25 compares pretty well as long as the story and future growth remain intact.

To: Robert Rose who wrote (21909)	10/23/2000 3:33:55 PM
From: LRNLATN	Read Replies (1) \| Respond to of 28311

I doubt that "WS" is buying itself an expensive helping of "vindictiveness". I doubt that many decisions about buying and selling are made with that kind of adolescent emotion. People trade on WS to make money - period. If they think they will, they buy. If they think they won't, they sell (or don't buy). I believe there is manipulation, and timing, and opportunism. But those with punishment and vindictiveness on their minds will have to step aside and let the market professionals get on with making profits.