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: The O who wrote (25366)	2/23/2001 5:29:49 PM
From: Bosco	Respond to of 28311

Hi The O - thx for the article. This is interesting b/c the argument goes both ways. It is true that there are hurdles to clear, even for the cell ph friendly Finn. However, the flip side of the [unintended] argument is the level of penetration. This is a wide open mkt. Forward looking companies who can stake a claim of the 1stmover advantage will have revenue stream coming on from sea to shining sea. OTOH, if the mkt has a high level of penetration, its growth is at the upper band. More, chances are there are more and more competitors wanting a piece of the pie. Low level penetration means a few daring dudes can have the pie all to themselves. While it is not a safe bet, as the VOD situation has illustrated its fluidity, INSP is at the agnostic layer. The important thing is, INSP will need to focus on the high growth segment, monetize everything ways its way and put in control early on to make sure it doesn't overspend in a tight capital mkt best, Bosco