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Microcap & Penny Stocks : INSP Investors Research -- Ignore unavailable to you. Want to Upgrade?

To: howsmydrivingal who wrote (40)	8/30/2001 2:48:49 AM
From: howsmydrivingal	Read Replies (1) \| Respond to of 787

Misc. posting on the MSNBC board ************************ Didn't note his name but, a familiar SG Cowen bigwig was on WSW w/ big Louie Ruckeyser(sp) in the interrogation hot seat at the end of the show Friday night. (Paraphrasing), Louie asked him where the money should be and he answered,... in "Wireless". When asked for companies he gave CSCO and Qualcomm for big caps.(said QCOM's protocol has a pretty big lead and growing in becoming the wireless standard) but also suggested buying a mixture of small, mid, and large caps. Louie asked for some small and mid cappers but, he declined to give any, he said, because they're very volatile, if memory serves me. SG Cowen seemed to be a big supporter in the last year or so, so I checked their rating and they have a buy rating on INSP, downgraded last January from a strong buy. Maybe they have an investment banking relationship, I didn;y check. If he had INSP as one of many small/mid caps 'on his mind on the show, he was probably too embarrassed by Jain's performance, as with many, in the last year, to say so. Even though at cash AND investments (not just current assets, after parsing the CFO's words) INSP should be a no brainer, IF the business model can regenerate and continue to generate the revenue and earnings growth of last year. (Problem is no one knows this and Jain isn't giving any signals.) Also heard an analyst say on CNBC this a.m. that Advertising has bottomed and should start on the rebound with auto makers, etc. He was recommending a couple advertising firms, I thimks. Aside from the obvious, i.e., wireless subscribers and Merchant Services growing exponentially, I think some news that would turn INSP around immediately would be the announcement of the hiring of some high profile CEO/ management but, Jain may have burnt too many bridges to do that at this time. It could give the street some confidence. If not a big wig then, for stock price appreciation, investors could do with a realtime window on INSP metrics. How about it Jainy? A weekly press release on the status of the metrics. You can't get sued for that. PALM seems to be doing these things in the last few days/weeks, and even announced the acquisition of an AT&T big wig today and there is even a stronger rumor of a wireless m700 handheld. Not much reaction so far but, of course, they're fighting a negative market today. But the trend over the last few days, since, CSCO announced, as with many tech's, has been up. Also, now starting to here the "over capacity" word being thrown around. We didn't have over capacity until inventories built up after Greenspan put his big smelly UNinteresting foot on the production hose. But, I'm probably digressing from reality again Reply Recommend (23 recommendations so far) Message 4 of 10 in Discussion From: 2_cents Sent: 8/27/2001 10:53 PM I agree we need to have less fun and more boredom on this boardrm. (A couple more things, saw where QCOM and NT had a successful test of a new 3G seamless inter protocol system. NT and INSP allied along time ago where NT was to embed INSP stuff in their equipment and market it as a package. Don't know if that has changed in the last 6 mo's. or so or if INSP's stuff had anything to do with it. Generally though, the wireless buzz seems to be on the increase with the talking heads. And I agree, the fundamentals will drive stock price but, the market has a way of sniffing this stuff out and anticipating the fundamentals a quarter or two. I guess thats the job of the analyst.; visiting companies, checking the metrics first hand, asking the big boys what smaller boys they may be contracting with in the near future and vice versus,.... buying early then lining their pockets with the old pump and dump......)