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: Sleeper who wrote (5997)	5/21/1999 7:30:00 PM
From: Keith Howells	Read Replies (3) \| Respond to of 28311

I found the following comments in Money Daily. Two points to make regarding them. First GNET has a cable connection unlike AOL, Yahoo and some of the others. Secondly, and I would like comments on this, GNET is NOT a portal only. It is a group of destinations bound together that created a portal by default. I don't believe GNET needs to rely solely on the advertising dollar to survive. Correct me if I am wrong. If I am right on the above, I think these points need to be driven home to the analysts at the upcoming conferences that GNET will attend. AOL ON THE LINE? I've been following all impressions from analysts who attended America Online's investor day on earlier this week. They've all been pretty sanguine. "The investor day was well-attended and well-received," said Keith Benjamin of BancAmerica Robertson Stephens. "The meeting was upbeat," said PaineWebber's Jim Pressler. What leaves me scratching my head is the way the stock has reacted since. AOL's shares have dropped about 8% to $126 1/8 (off over 3 today). And if you look at its chart, since hitting its all time high of $175 1/2, AOL is off 28%. So what's going on? Could it be the grilling that Steve Case took in the Microsoft trial? Looks like investors fear that AOL's franchise of hooking people up to the web might actually be in jeopardy. The cable companies, who are gunning to hook you up to the web, won't let AOL resell their high-speed Internet access. Without a steady and growing stream of $19.95-a-month customers, AOL is relegated to portal status. Meaning that it too will have to mainly depend on ad revenues.

To: Sleeper who wrote (5997)	5/21/1999 8:04:00 PM
From: B. A. Marlow	Read Replies (1) \| Respond to of 28311

Audience measurement quirks? This guy is confusing a secular trend in network TV audience metrics with a one-month seasonal blip in measurement of Internet growth. Actually, it's inconceivable that Media Metrix's April numbers are accurate in terms of say, the top 10 Web sites. The numbers generally reflect declines. Now, these sites may not have grown by leaps and bounds in a particular measurement period, but who's kidding whom? Of course they all grew. They just weren't measured accurately in *either* month. Thus, junk science begets junk journalism... BAM