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 Technology Stocks | InfoSpace (INSP): Where GNET went!


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To: luey_bitter who wrote (25095)2/17/2001 12:00:21 PM
From: 10K a day
   of 28311
 
Eating Goober Peas
Eating Goober Peas
We shall come Rejoicing !
Eating Goober Peas....

Eating Goober Peas
Eating Goober Peas
We shall come Rejoicing !
Eating Goober Peas


Message 15364014

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To: Bosco who wrote (25155)2/17/2001 12:00:58 PM
From: trouthead
   of 28311
 
My feelings about INSP are not wholly related to my attachment to GNET. I simply do not believe that INSP is techincally savvy enough to be a major player in wireless infrastructure. If they were it would be much easier to obtain technical information about what their wireless product does.

I work in the computer industry and while I'm not the most knowledgeable, I have a strong understanding of how networking protocols, servers and clients work. I have never been able to find even one article that describes in even minor detail what INSP does. They have been likened to an OS, such as CE that runs on handhelds, but that, I am sure, is way overstating reality.

They may have a piece of the chain that delivers info from some wired web format to a small wireless devices screen, but I will bet it is not difficult to reproduce and will be when the market matures.

They may succeed and at 3 bucks a share it won't take much to move the stock. I just got a sinking feeling based on a lack of hard data and too much in fighting about who is in charge that makes me think it is more likely to see this stock at 1 than ten. Would you like to bet a six pack of Wolavers India Pale Ale on which happens first? <g>

Good luck,
jb

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To: KLP who wrote (25160)2/17/2001 12:03:49 PM
From: trouthead
   of 28311
 
I don't. I remember the first board that I started following. I'll keep that info to myself. Too embarrasing. It was a worse investment than INSP.<g>

jb

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To: tahoe_bound who wrote (25165)2/17/2001 12:05:13 PM
From: KLP
   of 28311
 
TB, could you provide a link for the article you referred to?

Along with all else, increasingly such articles like the recent one in USA Today harshly critical of the "pro forma" charade by companies foisting the best face forward but now increasingly under scrutiny by the SEC to tell the damn truth and stop misleading, won't instill much confidence

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To: tahoe_bound who wrote (25165)2/17/2001 12:13:20 PM
From: Sarkie
   of 28311
 
Let me ask you a question.

If you developed something out of a pile of sand that became a wonderful and sought after piece, and had the opportunity to sell it for millions, would you do that?

Now if you sell and have the money, would you leave the pile of cash out in the wind to blow away?

That wouldn't be much of an entrepreneur, now would it?

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To: Puna who wrote (25166)2/17/2001 12:14:54 PM
From: KLP
   of 28311
 
Thanks Puna....Super post, as always. I just composed a note here, and decided to email that....

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To: trouthead who wrote (25170)2/17/2001 12:27:29 PM
From: TH
   of 28311
 
JB,

You make a valid point. I have my concerns with INSP's ability to protect their wireless market share from a technology perspective.

Some possible ideas for consideration. Most every company can produce their own payroll, but several companies thrive providing this service. INSP, by offering a complete package of services can be positioned to do the same in wireless and other, as yet undefined, content markets. INSP can scale and then offer the services at a price point that provides a benefit to their customers. Still, if INSP takes too much pie, then certainly their customers will find a way to cost-effectively vertically integrate that service. Of course your point is still quite valid at this point, as we (or at least me) do not fully understand the detail regarding INSP's wireless offering. If the market is as potentially profitable as Jain and company have estimated, then certainly additional players will enter INSP's target market; either vertically via expansion by their direct customers or by new companies formed solely to target some of INSP's market share.

I have never understood what exactly is protected by patents.

As for your bet, I will decline, as I don't drink beer. Krispy Kreme doughnuts would get my interest -g- As for 1 before 10, I don't know. I'll let the market tell me and then place my bets. I have been unable to go long on any single stock for the last three weeks.

Good Luck

TH

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To: trouthead who wrote (25170)2/17/2001 12:30:12 PM
From: 10K a day
   of 28311
 
the answer.
is blowing in the wind.
text pattern matching.
practical extraction reporting language.
thats' text.
where you at...

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To: 10K a day who wrote (25176)2/17/2001 12:33:22 PM
From: 10K a day
   of 28311
 
there is this one stairway.
i walk down.
everytime i do it.
I almost seizure.
it has these little.
NonSkid
Ziggy lines.
On the steps.
Man.
That pattern matching stuff.
Just makes my rods and cones.
Seizure...
only about three steps.
but man.
That's enough...

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To: TH who wrote (25175)2/17/2001 12:37:42 PM
From: Sr K
   of 28311
 
Re: Krispy Kreme doughnuts would get my interest

Make back losses in INSP by shorting KREM.
Secondary at $67 (2.1 m by selling shareholders, .2 m by company, plus overallotment), and now a split, on the verge of rolling over. Classic distribution.

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