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

To: trouthead who wrote (25170)	2/17/2001 12:27:29 PM
From: TH	Read Replies (1) \| Respond to of 28311

JB, You make a valid point. I have my concerns with INSP's ability to protect their wireless market share from a technology perspective. Some possible ideas for consideration. Most every company can produce their own payroll, but several companies thrive providing this service. INSP, by offering a complete package of services can be positioned to do the same in wireless and other, as yet undefined, content markets. INSP can scale and then offer the services at a price point that provides a benefit to their customers. Still, if INSP takes too much pie, then certainly their customers will find a way to cost-effectively vertically integrate that service. Of course your point is still quite valid at this point, as we (or at least me) do not fully understand the detail regarding INSP's wireless offering. If the market is as potentially profitable as Jain and company have estimated, then certainly additional players will enter INSP's target market; either vertically via expansion by their direct customers or by new companies formed solely to target some of INSP's market share. I have never understood what exactly is protected by patents. As for your bet, I will decline, as I don't drink beer. Krispy Kreme doughnuts would get my interest -g- As for 1 before 10, I don't know. I'll let the market tell me and then place my bets. I have been unable to go long on any single stock for the last three weeks. Good Luck TH

To: trouthead who wrote (25170)	2/17/2001 12:30:12 PM
From: 10K a day	Read Replies (1) \| Respond to of 28311

the answer. is blowing in the wind. text pattern matching. practical extraction reporting language. thats' text. where you at...

To: trouthead who wrote (25170)	2/17/2001 2:10:39 PM
From: Bosco	Read Replies (2) \| Respond to of 28311

Hi jb - I am a dinosaur, so I am most definitely not technical enough to understand INSP technologies. However, it is my understanding that OPVW [and maybe Geoworks] is the guardian of WAP and WML. I think INSP is occupying the application layer of making the wireless portals device independent. My guess is that INSP nearest peer is AETH. I don't know not getting any specs means INSP is inferior, as you ve implied. After all, most people can't get their hands on advanced nuclear weapon designs. Does it mean it is not one heck of a weapon of mass destruction? More important, if INSP is making portals device independent, it is more grunt work than anything else. It is no small task to make the same webpage combatible to GSM, CDMA, WAP, I-MODE etc [I am just guessing :),] and the barrier to entry is not as easy as Joe Blow comes around and throws up a few HTML pages. It appears that you prefer to see it is open architecture. Maybe you have a point. After all, proprietary systems have drawn a lot of flanks. OTOH, proprietary systems with enough critical mass will be transformed into de facto standard, much like CSCO IOS in the router world a few yrs back. Ultimately, INSP does have a patent to safeguard any copycat. To qualify, I am rather contemptuous of AMZN one click. However, my read of INSP patent seems to suggest is not more than common sense and thus is likely to be upheld. In the end, partnership is the key to INSP and thus far, I ve not seen its partners abandoning ship. Why, to these partners, INSP is providing a value added function for them to sell their gear at a minimal cost. Why not? Unless someone else comes along and undercuts INSP, I do not think its partners will back away. OTOH, when INSP infrastructure penetrates enough, it will be hard to unseat w/o costing consumer revolt! best, Bosco