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

To: option007 who wrote (6832)	6/6/1999 10:55:00 AM
From: yzfool	Read Replies (1) \| Respond to of 28311

Although I disagree with your views I respect them because it is this type of tet a tet that gives SI its greatness. During the past month I have seen posts quoted in articles and broadcasts, and I have seen management responding to investors not only on this thread. There is something unique happening here. I'm not sure what type of investment you have in GNET, but from your posts I infer that currently you recommend shorting GNET, with the plan of going long again at a lower entry point. So you agree with a long term investment in GNET, but would feel more comfortable if PA laid out more specific plans. Please correct me if I'm wrong. If I am correct, first let me say that all investors share the strategy of show me the plan before I invest my hard earned dollars. For this, I refer you (if you have'nt been there already) and potential GNET investors to PA's website (www.paulallen.com) where you will see a general philosophy of "investing in innovation". I submit to you that the very nature of this business approach disallows specific plans to be laid out in stone. On the contrary, this is a chameleon-like strategy that is sensitive and adaptive to the changing landscape, which cannot be dismissed as the ATHM/ATT/AOL cable access controversy continues. Also, by the time a specific plan evolves for you and Wall Street to see, the opportunity to invest at the billion and half market cap level now will be long gone. Investing in the early stages of a company has its risks, and requires some intelligent forethought and an aggressive investment style, and most importantly patience. As someone on this thread put it "this is not a sprint, it's a marathon".

To: option007 who wrote (6832)	6/6/1999 11:58:00 AM
From: Blue Snowshoe	Read Replies (1) \| Respond to of 28311

Give the 90 bucks crap a rest! It is HISTORY do you know what history means? BLUE

To: option007 who wrote (6832)	6/6/1999 12:05:00 PM
From: Blue Snowshoe	Read Replies (1) \| Respond to of 28311

Also you're are IMO talking as if for Allen. I do not recall Allen saying since his offer which EXPIRED March 15th that 90 bucks is a fair price for GNET or that 90 is all he will pay. Can you post a link where he has said this? It seems you don't know what HISTORY means, perhaps you know what LIBEL means. Produce a recent link where Allen says GNET is worth 90 bucks a share or please, give it a rest. BLUE