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: Lizzie Tudor who wrote (1506)	3/7/1999 4:05:00 PM
From: B. A. Marlow	Respond to of 28311

Okay, Michelle, but Snap! and SEEK are married. So that leaves GNET. Look, I used to say I'd pay $100 a share ($50 post-split) for SI alone; the rest is "free!" But the other stuff is extremely valuable. I think you make a mistake in looking at GNET as a portal in the context of the others. It didn't start life out as a portal and thus, GNET's individual properties are not mere content aggregations; rather, they are stand-alone businesses operating under common ownership. Each has a great story to tell. The "portal" thing only occurred last fall and represents a shrewd way of knitting together a major Internet media powerhouse. Even though GNET's stock has risen nicely, GNET remains well off of Wall Street's radar screen. Promise, this oversight will be "corrected" during 1999. In case you missed it, here's a link to a Motley Fool interview transcript with GNET's Russ Horowitz last November. Think you'll find it interesting. BAM fool.com