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

To: Sir Auric Goldfinger who wrote (601)	11/21/1998 11:05:00 PM
From: Technologyguy	Respond to of 28311

Actually, the positioning of who is a direct competitor and who is not is not the key to the comparison. The relative valuation is based on comparing revenue per user and revenue per page view. (That's how these companies make money, just fyi, selling ads. More page views, better demographics, better revenue, actual profits. This is what I patiently explained to you before. You obviously didn't understand it then and you continue to be dense. That's why the Needham report found you unaware and why the quarterly profit surprised you.) GNET has more upside, that is more unrealized revenue per user and per page view, than the other high traffic sites, whether they are labeled as portals, referred to as direct competitors, or not. That GNET is profitable, despite this great room to improve, is a huge plus, provided they can execute on attracting more advertisers. If you had any clue about this business, you would get the point. Why is it that you insist on flaunting your ignorance to everyone?