Skip to main content
No. of Recommendations: 2
Hi Lynne:

That was another excellent Rule Maker report on GNET/INSP. Since GNET is being purchased by INSP I thought I would include some Rule Breaker information for Infospace, a company definitely breaking some rules.

If anybody is interested in INSP as an investment you may want to check these articles/posts:

BusinessWeek article

Rule Breaker Reports

INSP RB report by George
(check out all the excellent references provided)

mmick in the RB Companies board

March 2000 RB Seminar reports

Submarine Team

Spectacles Team

Telescope Team

I like Infospace, it has formed all the right partnerships, and it is winning in its Godzilla Game (grabbing as much market share as early as possible). It's wireless portal offerings aggregate the content of most of the best sites in the web.

The only problem I see is that of discontinuous innovation. I own shares of Pumatech (PUMA) and one of its software offerings called Browse-It™ translates html to wml (the wireless web language) on the fly. This way internet content can be displayed in a wireless device without having to go through a third party.

It's still very early in the wireless portal game, but INSP looks to be doing very well for itself. Watch out though for strong competition from PHCM.

I posted a few things recently about PUMA, in case anyone is interested:

Q4 Results and CC notes:

PUMA as a possible Gorilla (I also discuss INSP some)

The RB Port column recently discussed PHCM
Break Down:
Part I
Part II

This wireless infrastructure and services space is full of promise. AETH is also a competitor to INSP and PUMA. I see this space exploding in about a year or so as the 3G wireless data rollout gets going in full force.

See these articles to learn more about wireless standards:

We've only just begun to see the real growth in the wireless sector.

Disclaimer: Long PUMA and QCOM


Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.