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

To: Sarkie who wrote (22767)	12/13/2000 8:39:41 AM
From: playavermont	Read Replies (2) \| Respond to of 28311

As close to a preannouncement as you can get... siliconinvestor.com "remain very confident"

To: Sarkie who wrote (22767)	12/13/2000 8:51:21 AM
From: The O	Respond to of 28311

Reiterating Our STRONG BUY Rating: Our focus remains on the big picture, looking at all four of InfoSpace’s revenue drivers. Even without a signing of a key international carrier, InfoSpace is better positioned now than nine months ago when the stock was trading north of $100. Overall, we believe we have been very conservative in our assumptions and that at current levels the model makes tremendous sense, providing long-term investors with an excellent opportunity to buy shares at discounted prices. Ultimately, we don’t think the value of this company rests on international penetration or the current user adoption rates but instead on what the world looks like in the next few years. If we are correct, the Internet will be pervasive, personalized, actionable, and integrated into our surroundings. In such a world, InfoSpace’s ubiquitous and device agnostic technology will be extremely valuable, especially with its clear market and technology lead. A stock like InfoSpace that relies so heavily on the value of future cash flows will always be very volatile because of the susceptibility of those cash flows to market forces and discount rates. In addition, we believe tax loss selling may add to volatility for the next few weeks. However, over the long term, we believe the facts are compelling and the management team will execute on its market opportunity. Therefore, we are reiterating our STRONG BUY rating and 12 month pric e target of $80. "

To: Sarkie who wrote (22767)	12/13/2000 9:26:19 AM
From: levy	Read Replies (1) \| Respond to of 28311

WEDBUSH MORGAN SAYS BUY INFOSPACE BECAUSE INFOSPACE IS THE WEB BEHIND THE WEB " Reiterating Our STRONG BUY Rating: Our focus remains on the big picture, looking at all four of InfoSpace’s revenue drivers. Even without a signing of a key international carrier, InfoSpace is better positioned now than nine months ago when the stock was trading north of $100. Overall, we believe we have been very conservative in our assumptions and that at current levels the model makes tremendous sense, providing long-term investors with an excellent opportunity to buy shares at discounted prices. Ultimately, we don’t think the value of this company rests on international penetration or the current user adoption rates but instead on what the world looks like in the next few years. If we are correct, the Internet will be pervasive, personalized, actionable, and integrated into our surroundings. In such a world, InfoSpace’s ubiquitous and device agnostic technology will be extremely valuable, especially with its clear market and technology lead. A stock like InfoSpace that relies so heavily on the value of future cash flows will always be very volatile because of the susceptibility of those cash flows to market forces and discount rates. In addition, we believe tax loss selling may add to volatility for the next few weeks. However, over the long term, we believe the facts are compelling and the management team will execute on its market opportunity. Therefore, we are reiterating our STRONG BUY rating and 12 month pric e target of $80. " that comment about lack of international deal seems to be in direct response to merrill