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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: Wade Spencer Graves who wrote (118)	5/8/1998 12:13:00 PM
From: peter michaelson	Read Replies (2) \| Respond to of 28311

It would be nice to see someone produce a group of, say, 20 year projections for Go2Net, based upon whatever scenarios they choose. One can use a discounted present value on those projections to determine a value. Then one can apply their judgment as to % likelihood that the projections would be realized. This is a way to put at least some sort of bounds on the appropriate value for internet stocks. To my mind, that would be a more useful discussion than - it's properly valued compared to other internet stocks - which is simply circular logic as all those stocks are being compared to all the other stocks like themselves. Just a thought - I would try to speculate myself on 20 year projections, but I know very little about the industry, its revenue sources, projections for usage et cetera. If you tell me that it's impossible to put together any projections at all, I would tell you that you should not invest in the stock as you have no idea of its underlying value unless its purely momentum daytrading. Just my 2 cents - Peter Michaelson (who sold on Wednesday just before the g__d__mned run-up)