Silicon Investor (SI) -- The First Internet Community

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

To: David Lawrence who wrote (214)	9/9/1998 12:21:00 PM
From: Doug Fowler	Read Replies (2) \| Respond to of 28311

Investors are seeking out the "safer" Internet stocks. go2net is still very small, and as such, is perceived as being larger risk. (After all, annualizing last quarter's sales still produces a price to sales ratio of about 20.) I'd like to see quarterly revenues get up to $5M before giving this one serious consideration. I don't understand why the company is not putting more advertisements on Silicon Investor. It seems like there is a tremendous amount of unsold inventory for go2net sites in general. One big opportunity the company seems to be missing right now: e-mailing its subscribers (especially on Silicon Investor). I couldn't tell you the last time I received a message from Silicon Investor. SI subscribers present a great demographic for advertisers, one for which they would be willing to pay a premium.