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


To: playavermont who wrote (23777)1/26/2001 5:53:41 PM
From: playavermont  Respond to of 28311
 
Keep in mind... for INSP to have $360 Million in revenue next year... they would have to grow revenues on a QUARTERLY basis 12% per quarter next year... ( Based on them reporting $67 Million this report on monday )

$75 Million
$84 Million
$94 Million
$105 Million

$358 Million

To Get to $390 Million they would have to grow 15% per quarter...

To get to $320 Million they would have to grow 7% per quarter...



To: playavermont who wrote (23777)1/26/2001 6:00:51 PM
From: TH  Read Replies (1) | Respond to of 28311
 
playavermont,

Excellent, and very similar to the numbers I arrived at. I didn't do any for surprises going forward, but I like your optimism -g-

IMO, if the numbers are there, then we don't have too much to worry about. I have a comfortable, and of course, non-margined position in this one. Even if there is something bad on Monday, the downside should be limited and we will get a bounce back to these levels on the next really solid piece of news (DoMoCo for example).

Thanks for your time, and IMO you seem at least positive on INSP at these prices.

I'll ask you again if and when we hit 25.

Have a great weekend.

TH