Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Hawkmoon who wrote (5313)	5/8/1999 5:40:00 PM
From: jon zachary	Read Replies (3) \| Respond to of 28311

the only situation i am talking about, is the issue of "him" on our board. i would really love to know if he shorts go2net ? a company that he might be on the BOARD OF DIRECTORS representing everyone here ! the argument about i-nets being overvalued is a different story. i have made more money in the market recently than i have ever made. not paper money, real money. if it is tulip mania, fine. i dont know about you, but i cant stand on the sidelines and watch these stocks whiz by me. they are overvalued by traditional valuations. but when at any time in the past have we had companies that spurr the amazing growth multiples that the i-nets do ? for instance aol has whatever millions of subscribers, but have they even touched a fraction of the world yet ? i just dont see these growth multiples slowing down any time in the near future. as a matter of fact i see it expanding because of the internet being an amazing platform, but the way it is delivered is lagging behind the technology. in the next few YEARS that will change (cable, etc..) ! bringing more business, entertainment, learning, etc.. to the changing face of this revolution. i would expect a rally on monday. if not, there might be some big trouble looming. at least for the time being...

To: Hawkmoon who wrote (5313)	5/9/1999 9:44:00 PM
From: playavermont	Read Replies (1) \| Respond to of 28311

Clear, level headed, and reasonable analysis... Ron... Personally, I will listen to you and your input here at GNET anyday!! While I believe your pointing out the valuation model as being historically out of whack for net stocks... I am much more confident that in 3,5,10 years from now we will look back and see a purchase of Go2net stock in 1999 will have been an investment decision one would not regret. Strong opinion I know, but one that I will continue to have based upon there leadership, deep pocketed strategic partner, and consistent profitablility. I believe the street will soon reflect these factors! ALL JMO!!