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.

Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: im a survivor who wrote (32472)	3/6/2001 12:11:47 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

Keith: INSP is currently my #1 position.... I really like the risk/reward trade-off with this OVERsold infrastructure stock.....I have been aggressively buying INSP from $3.5 to prices as high as $4.75....This firm is in a very strategic position to enable the mCommerce revolution on broadband and wireless networks...The CEO exercised the option to buy 2M shares late last year and in the last month he bought another 500,000 shares of INSP at $4/share out on the open market.....Paul Allen's Vulcan Ventures is the #2 shareholder (with over 20M shares) and he has not sold a single share. The smart money has been increasing their position in the last few weeks -- firms like FMR, AIM Mutual Funds, T Rowe Price, and Prudential have been buying....lots of short covering to take place...INSP has done a number of strategic aquisitions and has conservatively said they will be profitable again within 2 QTRS -- they have a history of beating estimates. There was a management shake-up but IMO the founder and his team are motivated and driven to exceed expectations and prove they can build a highly regarded (and highly profitable) powerhouse. Watch for more collaboration with MSFT -- today there was an MSNBC alliance announced and IMO in the future INSP will do more deals with the big gorilla in their back yard. Here's an interesting post to consider: messages.yahoo.com IMO, INSP could be back in the double digits ($10+/share) long before we hit summer -- assuming the Naz comes back.....JHMO....You may want to do some additional DD -- check out the excellent thread on SI. Good luck with your decision and lets hope I'm right about InfoSpace..=) Best Regards, Scott