InfoSpace, Inc. (INSP)

Nice 15% pop on earnings expected.

Foolish pick - 10/09

Three reasons:
1) $0 long term debt.
2) Very high revenue/head count ($980,000/head)
3) They're making money

Target = $10.00

Negative enterprise value

Major revamp with the hope of a single focus to improve company health. New marketing guy has plenty of tech and start-up experience.

A relic from the dot.com days.

It has outlived its expected lifespan and the day has come to put it out of its misery.

. bettyxx do not keep your hopes up for a buy out, no one wants the junk box at the garage sale.

aw2xx a special dividend, is sometimes a nice way of saying a return of investment/ compare it to someone selling the engine of the car, then offering a discount on the rest of the car, no real deal

down $9 to $9

Stocks normally recover after anoucing special dividends. They have sold some subsidiaries giving them additional cash.

INSP is selling its web directory. Target $25

Everyone is giddy now at the sale of $225M in assets but once the buzz is gone people will wonder "what am I holding this stock for?" Then it's back to the basement with InfoSpace.

Great Stock and a very low price. Will grow up at least 25% within a month or so.

The stock is oversold and undervalued. The RED price is $22.00 - $23.00. INSP will grow very fast.

Great company. Should perform within 2-3 months. The Stock will explode to $22-$23 very soon.

This company will be bought out soon. I think it is undervalued. Mobile search technology is at a cusp and they are at the cutting edge. I don't have an optimistic long term view but for the short run this is a decent stock.

I Realize I'm going against TMFBreakerRick on this one, but this stock is currently trading at 242% intrinsic value.

Bought for short term dividend play ($6.30) and future growth

Infospace is a leading mobile media and technology company providing mobile content as diverse as ringtones, graphics and games along with online search and directory solution. The company currently follows a functional organizational structure, with Mobile phone operators of the U.S forming majority of the company’s clientele whereas the Search and directory service catering to internet users.

Net revenue increased by 12% during the nine-month period ended September 2006 mainly due to a 19% hike in the Mobile content revenue. The hike in Mobile revenue can be attributed to the increasing popularity of the company’s ring tone or true tone service. The operating expense for this particular service is the highest among all services. This along with restructuring expenses led to a 60% increase in overall operating expense.

The company mostly relies on 5 major customers for its revenue, who have been contributing nearly 80% of revenue for the past three years. Mobile content has suffered a major set back with one of these clients backing out. Also the agreements with other clients are up for renewal coming fiscal and there is no guarantee that it will be renewed.

Though the company has initiated restructuring plans, the positive affect of which will mature not before mid-2007. And for first two quarters, the company will have to bear increased operating costs in the form of employee separation costs, loss on contractual agreements and other related expenses.

The market for mobile content and online search is growing rapidly but so is the competition from players like Yahoo and Google preparing to increase their stake. The company is now ill positioned to take advantage of the same, limiting the upside potential of the stock.

needs further research, but tiny EPS and good looking bottom?

the next Akamai