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To: howsmydrivingal who wrote (168)9/25/2001 11:01:40 AM
From: Puck  Respond to of 787
 
I was just a little perplexed that BS didn't mention Authorize.Net, especially given the recent contract wins with Dydacomp, Union Bank of CA, and Wells Fargo. Yeah, I guess that when people think of Infospace, they still think of internet yellow pages or wireless content provider. I've always thought the Authorize.Net is Infospace's sleeper asset, so to speak. It gets basically no mention just about anywhere but its growth the past two years is undeniable, and it is attacking a market with success that is enormous. It really doesn't matter if BS mentions them or not. Authorize.Net's results will speak for themselves over the course of the next year. I agree that it is challenging, to say the least, to develop a wholistic concept of what Infospace is and can be. In my own ideosyncratic viewpoint, I've chosen to ignore everything except Authorize.Net and the wireless subscriber business, and it is these two business (with recurring revenues) that management is looking to rebuild the company around.