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

To: David Howe who wrote (23191)	1/9/2001 7:14:43 PM
From: David Howe	Respond to of 28311

Merrill expects the following for this quarter's report: Wireless Subscribers: 1.5 million or higher. Management's target was for 1.0 million by the end of 2000 and Merrill expects them to beat this by a wide margin. Management's target for the end of 2001 is 5.0 million subscribers. Still looking at $1 - $2 per month per subscriber. They expect about $9.3 million this quarter from wireless revenue compared to $0.5 million Q4 1999. Consumer Services: 3,200 total affiliate websites with an average revenue to INSP of around $3,600 per month. They're expecting $35.1 million in revenue this quarter compared to $20.7 million Q4 1999. Merchant Services: 2.05 million merchants using INSP's services and each generating around $3.80 per month in revenue. They're expecting about 22.5 million in revenue this quarter compared to $7.1 million Q4 1999. These are big numbers and they are growing. Wireless is growing very rapidly and should accelerate once the technology develops further, IMO. Dave