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


To: Bill F. who wrote (2897)4/8/1999 10:37:00 PM
From: OneWest  Read Replies (1) | Respond to of 28311
 
Bill, What do you think about additional coverage after tender?



To: Bill F. who wrote (2897)4/8/1999 10:57:00 PM
From: playavermont  Read Replies (2) | Respond to of 28311
 
Hello Bill,

How have you been? Haven't seen you hanging around here at fantasy island! ( not to say I am not a fan of GNET )

Saw your pal Joey Baga tonight. Still plugging away! When is he going to be on Letterman?

Any new tidbits on GNET since last we spoke?

Take Care and keep up the good work!!



To: Bill F. who wrote (2897)4/8/1999 11:15:00 PM
From: Hawkmoon  Read Replies (1) | Respond to of 28311
 
Bill,

I'm more interested in seeing how GNET will be able to acquire other net-based companies using their stock as currency. So I'm not much interested in stock splits as avoiding dilutive acquisitions.

However, I think a good point is being made that GNET currently lacks sufficient market liquidity to attract the bigger institutions (who seem to have just become convinced that the internet is for real and worth investing in).

I'm pretty confident earnings will be higher than the whisper number of .02/share. And we should receive more analyst coverage as a reward for a nice earnings report.

Regards,

Ron



To: Bill F. who wrote (2897)4/8/1999 11:36:00 PM
From: Keith Howells  Read Replies (1) | Respond to of 28311
 
Bill,
I think this companies prospects are bright if several things happen. First, they need to become the 'front end' for Allen's cable ventures similar to what Excite is to @Home. I see that as happening. Secondly, I think they need to purchase or form an alliance with a streaming media company such as Yahoo did with Broadcast.Com. I believe this type of content will be important in the future as broadband becomes widespread. I would like to see something happen with RNWK, but I'm not sure this is feasible. Both are Seattle based though as I'm sure you know. this type of a crosstown alliance would be excellent for them. Thirdly, they need push sales hard to gain as many exclusive listing contracts as they can, with well known companies, which will drive viewers to the site. If these things transpire, in my opinion, GNET will wind up a winner.

As far as another split is concerned, I understand what you are saying. However, it seems that such things do drive the price of the stock. It seems as if the market views them as a sign that a company is on the move, or that it's 'healthy'. The other thing splits do is lower the price, which can be a barrier for some potential buyers and it does take some of the volatility out as the float increases. It also gets you 'noticed'. I believe that GNET has 3 analysts that follow it. YHOO has 25 or so and I believe XCIT has 17. It would be nice to see 10 or more covering GNET. Better for the shareholder price in the long run. Creates more interest in the various brokerages. -Keith-