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To: Dan Hamilton who wrote (386)11/15/2001 11:00:58 AM
From: playavermont  Respond to of 787
 
Here is a shot in the dark guess here....

INSP looks to acquire Excite's assets including their traffic??...

There is a profitable, growing company out there that has direct ties with Excite and INSP....

They have a relatively low market cap with projections for great growth ahead... Go2net invested in them a while back before they merged with INSP....

And they are the top competitor to OVER (formerly GOTO )....

The name of the company is Findwhat... Usually the last phase of a shakeout ends with many mergers and acquisitions......

They are projected to have $30 Million in sales next year from $18 Million this year......

findwhat.com

findwhat.com

findwhat.com



To: Dan Hamilton who wrote (386)11/15/2001 11:34:16 AM
From: Puck  Read Replies (1) | Respond to of 787
 
I'm beginning to suspect that the recent strength in the share price is correlated with a recent renewal in optimism about the nearer term prospects for the wireless sector, which appears to have been inspired by comments Nokia's management made at the beginning of the week that demand for their phones is increasing strongly, more so that could be explained by purely seasonal factors. Also, 4Q is the biggest Q of the year for the whole wireless industry. Perhaps the unexpected strength in the latest retail sales figures implies the growth for Authorize.Net will be strong and perhaps accelerate. Also there are several more contracts for wireless platform developers pending, which Infospace is obviously well positioned to win, on of which involves Virgin's U.S. subsidiary. Perhaps the stock price movement reflects some advance anticipation about this. Also, this is the time of the year when investors begin to look forward to the coming year and past the current one. Next year should be excellent for Infospace, especially the second half. I don't see any particular catalyst for short covering now as opposed to any other time.