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

To: David Howe who wrote (22132)	11/1/2000 12:34:04 PM
From: Dr. Zax	Read Replies (1) \| Respond to of 28311

<< GNET may provide about 1/3 of the value >> You ask what value GNET actually brings to merger: GNET brings long term vision. GNET has a long history now of not doing anything unless it adds to the bottom line. This has hurt them in the market because they haven't ever hyped their stock, or their product. GNET is the tortoise that wins in the end. INSP is in hypergrowth mode. They need to add customers as fast as they can. All of the companies in INSPs sector are this way. GNET proved that even in hypergrowth, attention to balance sheet is needed. GNET accounting and management will bring INSP the finacial discipline that makes sure INSP will not go away in the long run. There is a price to pay for this little bit of reliability. The INSP stock price will not soar out of the stratusphere. You will not be making 3x, 4x and 5x a year in this stock. You will however see profits and balance sheet steadily increase. Boring? Yup... but relatively safe. Boring? well, we do manage to go up and down 10% a day. still here, #10, Dr.Zax