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

To: Robert Rose who wrote (25195)	2/19/2001 1:13:23 PM
From: stockman_scott	Read Replies (2) \| Respond to of 28311

The Institutions are buying... messages.yahoo.com Regards, Scott BTW, According to a poster on Yahoo's INSP thread RH and his VC shells may have really taken advantage of shareholders and Paul Allen. Isn't it interesting that Vulcan Ventures HAS NOT been selling INSP and Paul Allen has decided to take an INSP board seat (According to a recent SEC filing)...Hmmm...Late last week INSP investor relations also confirmed that INSP's founder (Naveen Jain) personally bought 500,000 shares of InfoSpace. This doesn't happen by accident. IMO, INSP is WAY OVERSOLD and the risk/reward trade-off at current prices is very favorable. I think INSP will be back up in the double digits ' sooner than many of the experts predict ' <G>....Notice that institutions like Prudential have been buying in the last week. Others have been covering their short positions. When this activity is finished the UPgrades will come. It's a big game. IMO, InfoSpace may also announce some major deals in the months ahead. I would love to see MSFT take a strategic position in INSP. It's clearly possible but not necessary for a big appreciation in INSP shares though. JMHO....=)

To: Robert Rose who wrote (25195)	2/19/2001 8:02:32 PM
From: levy	Read Replies (2) \| Respond to of 28311

here is another post someone sent me at levy@siliconinvestor.com...I believe this came from the fool board From the discussion of INSP and VOD on this board I have the impression that many investors think INSP has only recently lost the VOD account. I don't think that's the case. I think INSP certainly lost the VOD account as of May of last year, and perhaps as early as last January. Look at this press release from 5/17/00, describing Vizzavi - VOD and Vivendi's "multi access portal." vizzavi.com.jo It seems INSP's role in the portal was at least diminished at this point, based on the following excerpts: "VIZZAVI will have its own technology team to develop the multi access interfaces. It will work in close co-operation with Vodafone's global mobile platform technology team to ensure a seamless global service...Content will be provided by VivendiNet (Havas, Havas Interactive and Canal+) on a preferred supplier basis and VIZZAVI will source further external content and develop some services in-house." and "VivendiNet will also be a preferred supplier outside of Europe...In addition to the VIZZAVI joint venture agreement, VivendiNet and Vodafone have agreed to continue to study possible co-operation arrangements in the areas of multi-access portals outside Europe based on the opportunities they may generate." [Comment: this seems to predict the displacement of INSP in VOD AU]. Now, this Press release was issued in May. But the basic agreement seeems to have been sketched out as early as January 30, 2000 internetnews.com It's interesting that just one day after this January announcement, Naveen filed to sell over 780,000 shares of INSP . JAIN, NAVEEN CEO 781,358 S 1/31/2000 $141.50 - - D 2/18/2000 insiderselling.com Meanwhile, longs were assured that INSP was continuing the VOD roll-out, with this 4/6/00 press release here infospace.com and at least implicitly "reassured" (imo) about the contract in this 3/30/00 on-line interview with Naveen washingtonpost.com Excerpt: * seattle, wa: How has the roll out been for AT&T, Sprint, and Vodaphone? Can you give specific details, numbers or percentages of sign ups. Has it met your expectations? Naveen Jain: Our partners are thrilled with the roll out and the adoption rate has been sunstantially better than initial expectations. * In fact, it seems that most INSP longs - even the most diligent - have only discovered the loss of VOD Europe in the past few weeks. Insiders, meanwhile, would have known of it for months, and perhaps almost a year - and took the opportunity to sell enormous amount of INSP stock.