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


To: WallStreetTips who wrote (6300)5/27/1999 10:12:00 AM
From: Obewon  Read Replies (1) | Respond to of 28311
 
CNBC just announced that Charter Communications bought yet another company this morning for approx. $2B. I didn't catch the name though.

Obewon



To: WallStreetTips who wrote (6300)5/27/1999 11:45:00 AM
From: Notorious T.C.D.  Read Replies (1) | Respond to of 28311
 
Good PA/Gnet recognition in this article:

"As services you begin to wonder what possibilities exist if that particular service had an independent mission, could maximize its revenue model as a service rather than a "channel." Channels are about selling ads and keywords. Services are about selling services, a much more powerful revenue model.

Granted, Yahoo and AOL have generate tremendous advertising revenue and it is one of the Web's largest revenue-producing segments.

But if we use AOL as example, what kind of revenue is possible if AOL was not only your online service but your travel agent? Your long-distance company? Your cable company?

The technology is there, the opportunity is there, it's old-fashioned thinking that has drawn lines between these "services." A copper wire or wireless network is completely agnostic to the data on it.

I believe Paul Allen gets this concept quite clearly. One reason he just acquired cable company Falcon, on the heels of acquiring a significant stake in Web portal Go2Net (NASDAQ:GNET - news) . Not to mention dozens of others.

In essence then, I think valuations are in for a revisit as the intrinsic nature of digital companies starts to migrate into meta brands unlike anything we've ever seen before. Meta brands that redraw the economics of every industry."
fnews.yahoo.com

Steve Harmon understand GNET and PA path for the future.

TD




To: WallStreetTips who wrote (6300)5/27/1999 1:08:00 PM
From: robert duke  Respond to of 28311
 
I think he has also. One day it will all come together and we will be happy. But for the short term lets get this rally started again.