Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bosco who wrote (25228)	2/20/2001 12:15:03 PM
From: Sarkie	Read Replies (1) \| Respond to of 28311

Hi Bosco, I have to agree with you in part. On the surface INSP appears to be a company with the ingredients to be a sound investment. If you add cayenne pepper to chocolate chip cookies, you get chocolate chip cookies that leave a bad taste.

To: Bosco who wrote (25228)	2/20/2001 12:16:03 PM
From: stockman_scott	Read Replies (1) \| Respond to of 28311

Paul Allen's Vulcan Ventures recently admitted that it liquidated its entire investment in PCLN -- they lost a bundle (and the SEC filings verify this). Yet, if Paul Allen had serious concerns about INSP I think he would have sold his position and moved on. He is a VERY wealthy man and doesn't need unnecessary headaches. IMO, Paul Allen understands that INSP has great potential in the new broadband and wireless era we are entering into. I think he sees synergies with other Paul Allen investments and I feel he personally wanted to get involved and get on INSP's board. Naveen Jain clearly is a very bright and controversial founder and CEO (sort of like Larry Ellison). Not everyone agrees with all of his moves and they never will...But, we all have lots of investing choices....I have recently built a large INSP position since I believe in the company's FUTURE potential and feel it is very undervalued...In a few months we'll see if my move was a good one...=) Best Regards, Scott

To: Bosco who wrote (25228)	2/20/2001 12:28:01 PM
From: stockman_scott	Read Replies (2) \| Respond to of 28311

I also DO NOT believe a lot of what I read on Yahoo Finance discussion threads but here is a most interesting post: messages.yahoo.com No one here has questioned whether GNET insiders may have had there own agenda by selling so aggressively. I don't have all the details. Yet, I do know that the Yahoo poster (the one I listed above) from the INSP thread seems to make a lot of credible posts. Oh well, a great buying opportunity was created for some of us to go long and catch the next wave =) Best Regards, Scott