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


To: Nilda Ovalles who wrote (2054)3/16/1999 3:50:00 PM
From: Hawkmoon  Read Replies (2) | Respond to of 28311
 
The Internet sector is a baby at this point.

Nilda,

No disagreement with you on the future. And it will alter the way we do business from here on. I certainly don't subscribe to the concept that the Internet is equivalent to the speculation in Radio/Broadcast stocks during the '20's. Those companies were one way media, whereas the internet is interactive and brand name is crucial.

The true value of an internet portal is the audience it can attract and the consumers dollars that will be spent via its gateway. Now if PA is planning on making GNET the gateway portal of preference to his cable customers, he has a captive audience and every subscriber connection becomes a mini-retail outlet direct to the consumer.

But I still believe the ultimate Internet stock is FDX. They are one of the few middlemen that exists between the seller and the buyer.

Regards,

Ron