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

To: howsmydrivingal who wrote (576)	5/20/2002 2:45:30 PM
From: howsmydrivingal	Read Replies (1) \| Respond to of 787

Annual meeting. Nothing new business wise that has not been stated already. Questions centered around shareholder value mostly, stock buyback, why are sophisticated operations not buying INSP stock, why did you sell shares...ect...why market cap went as low as it did. Why did Vulcan Ventures sell at around 25% market? Is Charter a Customer? Well Jain blamed the economy (did not mention restructure of company business plan(s). Said one must have their head in the sand if they did not realized it's the economy. Vulcan sold due to Allen's need for a tax loss, it had nothing to do with his outlook towards INSP. (Why then has Vulcan not replaced their sizable (21 million) position at prices LOWER than he sold for?...seems it is a natural to have the best of BOTH worlds...Vulcan Ventures (unlike) INSP IS a trading company. Although Vulcan (Allen) was saying nothing about INSP due to his sale, Charter is no longer a customer of INSP...(This then suggests no more hooks in MSFT, right?) Not only that but Charter wanted a dumbpipe (MSFT) and in the same sentence...Verizon on the other hand knows how to value its customers....(Is he saying MSFT is a big bully and wishes not to pay for its services and does not value its customers?) INSP most likely will not perform share buyback as it is not a trading company, Excite has earned its investment price back already, INSP would rather use the money potentially for other such assets. Jain was diversifying, but stopped selling (like other managers) because they are hoping for a higher price. Investors that talk of the value of INSP at these prices are likened to Albert Einstein by Jain? Did I hear that correctly? ** I did like the low cash burn, the statement that two divisions are profitable and waiting around for the potential of wireless...this is what conclusion I came to last year...