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


To: trouthead who wrote (25143)2/16/2001 2:16:00 PM
From: lizking  Respond to of 28311
 
I believe that they want to get out of the sector because sooner or later this type of service will be given away and there is stagnant growth in this sector..... It has reached its maturity. The internet is not a good instrument for business to consumer because of cutthroat competition and consumer demands. Consumers expect the Internet to be free. Again I will also state that I don't think they are getting rid of the consumer side of the business.. I just think they are changing the strategy... Instead of providing the service, they are licensing the technology for other businesses to use... Where is the money..... B2C or B2B?



To: trouthead who wrote (25143)2/16/2001 2:37:59 PM
From: Bosco  Read Replies (1) | Respond to of 28311
 
Hi jb - INSP core biz margin can go up to 80%, so 30% is indeed low margin. The point is, if INSP can keep signing up new partners, the income per cell ph will go up w/o adding any overhead. OTOH, B2C requires continuous infrastructure build out

best, Bosco