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

To: Dan Hamilton who wrote (25192)	2/19/2001 11:32:34 AM
From: stockman_scott	Read Replies (2) \| Respond to of 28311

Here is a poster from the Yahoo thread that makes some interesting points about how the GNET VCs and management took advantage of Paul Allen and helped trigger the sell-off in INSP.... messages.yahoo.com In the last 10 days I have initiated a large position in INSP and feel the UPside could be big if the firm really executes. Best Regards, Scott

To: Dan Hamilton who wrote (25192)	2/19/2001 7:12:56 PM
From: KLP	Read Replies (1) \| Respond to of 28311

Hi Dan...Don't know the company you referred to...but wonder what their PR was like (including direct quotes from the heads of their respective firms)....How many months did it take for someone to leave, and what were the circumstances? And Dan....I am puzzled by your comment that perhaps some of the longs either have to "get over it" or pack up and move on to other investments. WHY would one sell anything --unless one needed a HUGE tax loss -- the stock is so very low now, what sense would that make? Especially when the costs for the stock are all over the map....early purchase of GNET, late (high 80's) purchase of GNET, mid purchase before merger of INSP, and then merger of both.... No, I suspect many of us will be here to watch and perhaps be "blinded by brillance, and hopefully not by bulls**." There have been a number of companies in that situation -- for example ALLR, who recently got swallowed up by Macromedia.*

To: Dan Hamilton who wrote (25192)	2/19/2001 10:57:04 PM
From: levy	Read Replies (1) \| Respond to of 28311

I think you are missing the point...in fact I think you are blind.......the go2net clique is looking at the facts and you should as well...lets review just a few. Many of the people who are leaving INSP are not go2net management people but rather INSP top brass......these include Sarin, Rosenburg and Chris Matty ..........ask yourself honestly.......why are these people leaving? Then Horowitz, Keister and other go2net insider sell their stock at rock bottom prices..........why is that? This is not some attempt to lower the stock price because they are angry..........these people are business man and are getting out because they think the price is heading lower....I ask you why are they thinking that????? this is a strong message to you..... Naveen Jain takes a token step by reinvesting less than one percent of his net worth back into INSP.......well what does that say to you? to me it says he is not willing to risk his money on his own stock....what does it mean to you? INSP assets on paper look great but it takes more than that to make a company succeed........there is a cloud over INSP because something is going on that we don't know about and until INSP management comes clean that cloud will stay there .... I would suggest Naveen Jain pick up a recent copy of biography magazine ( March issue..page 62) and read the article about Mark Goulston entitled "stop being your worst enemy" .... then he should call this person for an appointment....having known Mark very well from his school days I can assure you he is someone I know who could help ...do it Naveen ....you really need to do this.