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

To: Obewon who wrote (869)	1/15/1999 12:53:00 PM
From: Tompj	Respond to of 28311

TO ALL, Market watch opened at a 250MIL market cap. Ask yourself some questions. 1. The combined stocksite and silicon investor sites should be worth......? 2. Will Go2net redesign these sites to leverage their quality and content? 3. What will they be worth after a redesign? and finally....... this is only a piece of Go2net. Just a piece. Go2NET should have a 2bil market cap.

To: Obewon who wrote (869)	1/15/1999 2:09:00 PM
From: B. A. Marlow	Read Replies (1) \| Respond to of 28311

Nice call, Obewon. CPQ not the only potential suitor. We should take a look at DIS and NBC/GE as well. Perhaps throw in TWX and CBS/AOL. Then, too, what about the other "junior" portals? And of course, there's always ZAP!. One thing's for sure. This property has traction. You're obviously well read, but let me remind you of something. Last August, T thought AOL was overpriced at $19B but reluctantly bid for it anyway. The rest is history. As usual, valuation is in the eye of the beholder. Look, just put away your green eyeshade, close your eyes and c'mon in at $100. It just ain't goin' back! BAM P.S. Long at $100+ and laughing.