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

To: Lizzie Tudor who wrote (6487)	5/31/1999 8:36:00 PM
From: playavermont	Read Replies (2) \| Respond to of 28311

Change in market forces... Will this June provide the same boost as last?? We'll see! Let's focus on all the positive developments of the past 4 months! One thing of note: Go2Net has had many mentions in the recent Allen cable deal press releases. Yet, I believe this stock is still tremendously under followed on wall street! All one hears is the importance of having a broadband strategy etc., etc., --- Wow, Talk about a company WITH a broadband strategy!! Aligned with the 4th Largest Cable operator in the country and still growing!! We all know there will be 5 or maybe 6 Major Players in 2 to 3 Years!! Also, did anyone notice the recent article about Excite/Athome release of their broadband version of Excite in October. Is the Go2Net/Charter strategy to be up and running by year end? Go2Net... If your listening... Let's hear some great news!! All JMHO!

To: Lizzie Tudor who wrote (6487)	5/31/1999 8:48:00 PM
From: Robert Rose	Read Replies (2) \| Respond to of 28311

OT: Michelle: <I don't like the cheap airfares market really, since air travel has remained fragmented more than the other inet spaces, so what makes priceline able to garner substantial market share?> The reason for the market cap is that it's not just about airfaires. Just as amzn is not just about books. (Wasn't that you bam who said this so aptly? The beauty of their business model is that it is about anything! They are rolling out new products in the future just as amzn will be doing. Yes, the market cap is higher than I would prefer. But the management is top notch. They have convinced WS that they belong on the inet first tier. I was sceptacle at first but have become a believer. Of course it would be nice if they ipo'd with a float of 3.5M like ebay. But more and more folks are getting it, so that kind of easy money will be much harder to come by going forward. <Where did you get that on priceline name recognition btw? > I read it. Sorry I don't have the link handy. Perhaps someone else can provide it? <It looks like maybe pcln is trying to take out the direct autobytel and autoweb business... I'm not sure how effective that will be.> If autos prove not to be profitable, it is easy for pcln to move on to something else. That is the beauty of their model. Besides, it is all about BRAND. In the future, I believe consumers will think: "if I want a good price, I will go to priceline" regardless of the product or service. jmo. < BTW you seem to be in the same 20 long inet stocks as I am, so not to fear! But I still contend there are more shorts than longs at this point.... especially the isps and some secondary portals > We do seem to be on the same wavelength in most respects. Yes, I do try to stick with the inet bellwethers. Stocks I can believe in. amzn, pcln, and gnet, given pa's backing. Rob