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To: Roger A. Babb who wrote (5572)	4/24/1998 4:50:00 PM
From: dougjn	Read Replies (1) \| Respond to of 9068

OT--Roger, would you give the bull case for Gnet? I would guess that SI has minted money to date, but wonder if it will be as great going forward. I.e., they probably already have some significant fraction of their addressable market. Sure the net grows by leaps and bounds, but I would guess that a significant fraction of the types of people who are interested in intense stock chat already are signed on. As in half, a quarter, whatever. Not 5-10%. I mean if you are a serious trader, how could you not know about SI? You certainly have been on the net for at least a year. Even if you are a serious investor. I would guess that older people, over fifty say, are the largest addressable but untaped market. As well of course as coming classes of college kids and graduates (pulling down that first real paycheck). They have a pay once for life model, so fast growth in new members is critical. Doug