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

To: playavermont who wrote (22808)	12/14/2000 8:26:01 PM
From: levy	Read Replies (1) \| Respond to of 28311

It is true that ultimately basic service for wireless web will be free bundled with free weekends and the such...infospace's wireless revenue will then come as a 5% transaction fee from merchants that sell or promote to end users...and for this service the end user will be very willing as he/she pays nothing or infact pays less.......and these users will be everyone with a cell phone using the voice to connect

To: playavermont who wrote (22808)	12/15/2000 1:14:28 AM
From: Killswitch	Read Replies (1) \| Respond to of 28311

I have to disagree... when he said 300mm web-enabled that implies those are people paying for the web service. In the timeframe he is talking about there will be well over 1billion cell phone users worldwide and growing. Regarding Openwave, I disagree as well. They IMO are in a very difficult position competition-wise... look at the fact that most of the Euro cell phone companies (nokia, etc.) have already built their own operating system (Symbian I believe) for their next-gen phones, and they most certainly will be including a browser in that along with other PDA-type tools (bad for Palm). INSP on the other hand has defensible competitive advantages.