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

To: Sam Sara who wrote (5419)	5/12/1999 2:46:00 AM
From: B. A. Marlow	Respond to of 28311

Thanks for the wink, David. Right about GNET, to which this thread will amply attest. SI is certainly GNET's Pied Piper, but don't be short-changed. It's also GNET's "Clark Kent." What's really going on in this community--before our very eyes and on our own nickels, no less--is the future of individual investing, shareholder relations and corporate governance. Most remarkable about GNET is its breadth and depth--assembled on a budget, with discipline and without fanfare. Let LCOS host the controversy; we'll just host the *business!* Yes, I would have gotten into GNET sans SI, but the first $200 a share (it was $100 pre-split, which equates to $50 now) has SI's name on it. So one might look at Tuesday's closing price of $138.25 as a 30.9 percent discount on SI; the rest is free! As you may know, the pace of SI subscriber sign-ups is accelerating: 80,000 last June, 105,000 at year-end and 150,000 at Q1 (not to overlook nearly 10,000,000 posts!). SI's enhanced user interface, along with new features and services, will debut shortly. Actually, all of the other GNET services and businesses are terrific--including Go2Net Labs--but the alligator will likely turn out to be Hypermart (with recently acquired Virtual Avenue): nearly 300,000 small business Web sites (and 1,000 new ones each day) equals prodigious economic power. All this and no email? USAI's Barry "The Godfather" Diller and CMGI's David Wetherell can only wish for "viral" assets like these. The point is this, Doc. What Russ H. and family are doing is very different from the crowd. (Few "get" it, even most shareholders, but that's fine for now.) They're assembling a proprietary network of compelling functionality and building-block services on top of largely user-generated content, and they're employing a heretical business model--it makes money! Twenty-five years ago, we might have called such a business model a "conglomerate." Today's Net-savvy conventional wisdom suggests that this structure carry the moniker, "portal." But if you look under the hood, you'll see a machine vastly more powerful than a mere search engine with "cup-holders." It's a bird! It's a plane! It's an...operating system! Guess Paul Allen knows 'em when he sees 'em! Of course, many more Hummers belong in GNET's fleet, maybe even email. And clearly, multimedia will be a critical weapon for GNET, too. But hey, Russ promised one acquisition a quarter; it's only May and he's already bagged three! BAM P.S. (O-T) You're welcome on BCST (YHOO) (get back in and stay put!). AXC's merely baby EMC + baby BCST. Will that suffice?!

To: Sam Sara who wrote (5419)	5/12/1999 2:48:00 AM
From: Chetman	Read Replies (2) \| Respond to of 28311

<<I bought GNET primarily on technicals, and less so on fundamentals.>> David, How so? Take a look at this chart. bigcharts.com If anything, I see a head & shoulders pattern developing which, if correct, could take GNET down to the 100-110 range. I'm not betting on it though. Hopefully (and more likely) we'll have a fake H & S to the 120's and then a big move up. At this point I just don't see a great long trade here based on TA. IMO we need to close over 160 for a few days to reestablish the near term uptrend. If/when that happens I'll be buying more. What is it you see?

To: Sam Sara who wrote (5419)	5/12/1999 3:45:00 PM
From: Lizzie Tudor	Respond to of 28311

My curiosity has been piqued- would you have bought GNET if it did not have a stake in SI? I confess I am not sure how SI will ultimately evolve, but the branding is of prime quality. That was my sense, that the SI community is gnet's greatest asset - others disagreed with me and felt it was metacrawler or hypermart. I think building online communities is truly how portals are valued, taking aol as an example. The only real threat to SI as the leading financial community would come from CNET based on their cnbc affiliation, would be my guess. Secondarily etrade would be the next likely threat but etrade has no financial "personalities" to offer, so etrade would probably be just another motley fool or raging bull site - useful for some but not in SI's league.

To: Sam Sara who wrote (5419)	5/13/1999 12:13:00 PM
From: Sarkie	Respond to of 28311

My curiosity has been piqued- would you have bought GNET if it did not have a stake in SI? David, my stake in SI came after my purchase of GNET. Although I feel SI is a valuable asset to Go2Net, I think the combination of their sites make them a player in the internet. I think we will all be impressed with the changes that are to come on SI. Those changes should, from what I understand, link us closer to Go2Net. SI has always been the leader, but soon should be moving way ahead of the pack.