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


To: HO-MEE who wrote (23946)1/30/2001 12:46:07 PM
From: Sarkie  Read Replies (1) | Respond to of 28311
 
With the combined INSP and GNET isn't that about 100Mil less?



To: HO-MEE who wrote (23946)1/30/2001 12:51:52 PM
From: silversoldier a/k/a SI Sy  Read Replies (1) | Respond to of 28311
 
H0-MEE, if the CFO does not speak with forked-tongue and, if yahoo's market cap figure of 1.840B for INSP is correct, this means that about 22% of the market cap represents cash. Could there be a life jacket on the horizon or is this wishful thinking? Could Uncle Paul be organizing a rescue operation for Digeo Partners in which INSP is supposed to have a 20% stake?

Sy



To: HO-MEE who wrote (23946)1/30/2001 12:52:40 PM
From: KLP  Read Replies (1) | Respond to of 28311
 
Epoch Partner report said ending cash for the quarter was $370 million....Wonder how the number 402.6 million came to be....???

Isn't $400 million the amount that came with GNET?



To: HO-MEE who wrote (23946)1/30/2001 1:19:09 PM
From: Robert Rose  Read Replies (1) | Respond to of 28311
 
homee, have you had any opinion on the former cfo?

Disclaimer: I know and like him. I feel what has happened is really unfair. But I am open to other input.



To: HO-MEE who wrote (23946)1/30/2001 1:23:58 PM
From: levy  Read Replies (4) | Respond to of 28311
 
Could someone tell me where 160 million dollars of expected revenue went up in smoke???? Don't give me its the recession......don't give me its non scalable go2net consumer products.....ok some decreased ad revenue but what else.....I may be wrong but I suspect saying go2net is the problem is to deflect the truth which is in part not nearly as much wireless income as expected due to loss of international deals. Go2net products were and remain highly profitable to my knowledge.

There were many rosy forcasts that were not justified....this could explain rosenburg's departure but where did rosenburg get his figures? I repeat what is the breakdown of that 160 million?

As for spinning off consumer products like SI cause they are not scalable is very very wrong in my opinion. SI could be tied immediately to every wireless customer thru the infospace alerts built into every carrier service......that could extend SI reach enormously and immediately!!!!!!....this then will be further extended into broadband properties... Also SI could be linked to infospace homepage as discussed many times on this thread. Further SI is about as sticky a site as there is....its only problem has been no one from the company marketing it as it should be marketed and scaled....what ever happened to the hypermart si site...what about all of paretos great ideas for boards on travel, food, kids section ,etc.... private label solutions for every company and group.....group leaders paid experts as moderators for threads...... mobile messaging for business and pleasure.....this is very in and si does it well with the palm.....I love the little red light telling me I have a pm....geez if I thought it was a completely safe place I'd have everyone important communicate to me here on si and forget about normal email altogether.....it be a great mistake to sell SI