SI
SI
discoversearch

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: jon zachary who wrote (5909)5/20/1999 11:44:00 PM
From: B. A. Marlow  Read Replies (1) | Respond to of 28311
 
Is GNET suffering from a lack of advertising and name recognition?

Here's a clue:

techstocks.com

BAM



To: jon zachary who wrote (5909)5/20/1999 11:59:00 PM
From: Josef Svejk  Read Replies (1) | Respond to of 28311
 
Humbly report, jon, I humbly said the board needs balance, not more balance, but that's probably trivial.

Anyway, guess I'm one of those that sees the progress Go2Net has been making, and don't really see all that much to complain about:

go2net.com

The fact that the market thinks the price of GNET got a "bit" ahead of itself is another matter altogether, of course, and it impacts our perceptions of what is really happening here. If the whole internet sector were not hit and GNET was $200+ right now, perhaps what the company is doing would seem much more successful. Perceptions.

There is always room for improvement -in all the areas you discussed - and I'm all for it. Just don't really see how and why Bill would hinder the Go2Net progress.

Go2Net has been lining up the ducks for a while now, with care and deliberation. It may not be a readily recognizable brand yet, but I humbly believe your E*Trade/Ameritrade example is incorrect, just on the basis of Go2Net's quality and profitability.

The visibility issue is real, and I expect we're not the only ones aware of that. But the main reason I'm here is that it seems to me Go2Net embodies my favorite saying, from Josef Sudek again - "hurry slowly" - and Bill doesn't seem to go against that grain.

Cheers,

Svejk
proofsheet.com

P.S. I humbly appreciate your contributions here. No need to think people don't, even when they vehemently disagree. All a part of the info flow deal. :-)



To: jon zachary who wrote (5909)5/21/1999 2:51:00 AM
From: Dr. Zax  Read Replies (1) | Respond to of 28311
 
one of the main things that folks around here discuss is that they dont announce enough news, dont here the go2net name enough, etc.. how does someone conservative help an issue such as this. i want them to buy more properties (mergers or aqcuisitions) that are also trading at high p.e.'s and technically overvalued, but fit into our platform. does bill feel the same way ?

1) "Don't announce enough news": Consider the possibility that they don't want to hype the stock. As much as it might hurt to say this as a shareholder - a board's main concern should not be the stock price. If they build a strong, successful, Profitable company, the stock price will follow. The stock price should be about 3rd or so priority.. it will happen with patience. They certainly don't have to worry about a shareholder's revolt or lawsuit - look at how many times this stock has doubled in the last year.

2) "i want them to buy more properties that are also trading at high p.e.'s": this begs the question: Why? Companies with high PE's are expensive. Better to continue what they have been doing, looking for quality and acquiring.

"does bill feel the same way?" Probably not ;)

Dr.Zax