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


To: Offshore who wrote (2436)3/25/1999 11:36:00 AM
From: Robert Frisbee  Read Replies (1) | Respond to of 28311
 
Hello Offshore,
You obviously have no experience in building brands.
Otherwise your post would not have been so flip. If this
is how you think it is done you must be a marketing newbie.

To: Technologyguy (2434 )
From: Offshore Thursday, Mar 25 1999 11:30AM ET
Reply # of 2436
Mr. Technologyguy

Re:Building a customer base and building brand is a whole lot more
difficult than just setting up another server down the street.

Yeah...Pretty Difficult. Agree to run full page ads in Newsweek for 10
weeks, and they'll write a story on your site that will be picked up by
a million people. Pretty Tough! Duh!



To: Offshore who wrote (2436)3/25/1999 11:58:00 AM
From: Dany Tremblay  Read Replies (1) | Respond to of 28311
 
.com stocks are worth a gazzillion dollars for a bunch of PC's

Well Offshore, you certainly have trouble seeing past this barrier. That's fine as it is your way of thinking and you get to invest your $$ however which way you want. But let me say this, the net is like no other form of business model ever before and it cannot be analyzed with the same tools as with traditional brick 'n' mortar establishments. It took awhile for WallStreet to realize this, which is why is took awhile for YHOO, AMZN & EBAY to go ballistic (relative to old fashion standards).

Furthermore, you are partially right when you say that these hyped up companies can be made or broken by the next article in a business daily or weekly. But as Warren Buffett says: "Stocks are easy, buy quality and hold on to it". For those who saw the beauty in GNET when it was at $7, I say "kudos to you". Personally, I think there is just as much foresight in that as there is pure luck. I am a more careful investor in that respect. I wait for the company to prove it is of high quality first and then get in. I believe the risk is much lesser then, while the growth can still be significant.

I lost my shorts in trying to believe Ktel was going to become a 1st tier Internet company. As in the wonderful book "Reminisence of a Stock Manipulator", that was an expensive way to learn about how not to invest in the Internet sector. Like everything else, quality (read "1st tier") is worth you investment $$, even if you don't exactly understand its valuation method.

Regards,

Dany



To: Offshore who wrote (2436)3/25/1999 12:03:00 PM
From: Sarkie  Read Replies (4) | Respond to of 28311
 
Now you just hold on a minute!

I've got a few things to say to you! You made a blanket statement in reference to "all the investors," of which, I am one.

I think all the investors are 1: investing their 'play' money,
My husband and I have worked very hard for all we have and have invested it wisely. Who are you to make such a rash statement?

2: are too stupid to know they SHOULD invest only their play money,
Perhaps you should try Playsite and play their virtual games. It sounds as though you are somewhere you do not belong, the real world.

3: are too stupid to know the signifigance(sp) of how quickly these things go up and down,
Do you honestly believe you are the only one God gave enough insight and intelligence to understand this complicated thing called the "stockmarket"?

4: actually think this and other .com stocks are worth a gazzillion dollars for a bunch of PC's and some great press.
As I see this, you have absolutely no knowledge of the world of business. If you believe the internet is solely based on a PC then you are living in the past, have no vision of the future that is here, and you have written 1, 2, 3 and 4 in your own words, for yourself.

We invested in GNET at $18 pre-split. Are long on this stock, have never day traded, continue to add to our holdings, and will have money for our child's education and a nice retirement. You do what you want, and some day you can look back and say, wudda, cudda, shudda. In the meantime, you have absolutely NO right to editorialize your opinionated blanketed statements, as you did here!



To: Offshore who wrote (2436)3/25/1999 12:10:00 PM
From: Technologyguy  Read Replies (1) | Respond to of 28311
 
You still don't get it. It has nothing to do with the number of PCs a company has. Value has to do with the ability to produce revenues and, in the Internet world, it has to do with intellectual property (like Metacrawler, brand and customer loyalty, all of which are far more difficult to build than you are saying and require far more than PCs and press releases.