TheGlobe.com, Super Artikel gestern im Barron`s - 500 Beiträge pro Seite

[kampfhundstreichler]

TheGlobe.com wird heute in den USA durch die Decke gehen. Es gab gestern einen fantastischen Artikel über TheGlobe im Barron`s, DEM Anlagemagazin der USA. Viel Spass beim Geldverdienen.

Hier der Artikel in Kopie:


Theglobe`s New World

By ERIC J. SAVITZ

REMEMBER THEGLOBE.COM? Founded in 1997 by a couple of freshly minted Cornell grads, the company was a pioneer in the personal Web page business -- think MySpace, before anyone had heard of blogs. In 1998 it came public at $9 a share, opened at 87, and closed at 63.50, with the then-largest first-day gain ever. The stock, of course, eventually collapsed.

But the company never actually went away, unlike, say, Pets.com or Webvan. While the original Cornell wunderkinder left the company, theglobe (ticker: TGLO) soldiered on, among other things publishing computer-gaming magazines. Now, however, the company has two intriguing businesses which make it an intriguing speculation.

For one thing, it`s a play on Voice over Intenet Protocol, in particular the low-cost Web-based variety practiced by Skype. In fact, with the acquisition of Skype by eBay (EBAY), theglobe`s Web-based voice service, recently renamed TGLO (like the company`s stock symbol) but also known by its previous name, Voiceglo, is the largest independent in the category, with 5 million registered users. That`s a far cry from the Skype`s 54 million, but so what? Skype was valued at nearly $50 per user. Give that a haircut and value Voiceglo`s users at, say, $30 each, and you get $150 million value for theglobe`s phone service.

Edward Cespedes, theglobe.com`s president -- and along with partner and CEO Michael Egan, a pre-IPO investor in the company -- is excited about VoIP, but what really has him juiced is a five-person subsidiary called Tralliance. That unit has control of the new ".travel" top-level Internet domain name, which opens for business in January.


Let the Games Continue: While gamers eagerly awaited the release of Microsoft`s Xbox 360, it was traders who scored as the Nasdaq rang up its highs for the year. Deals, such as Cisco`s buy of Scientific-Atlanta, helped run up points.


Cespedes says the company will be wholesaling travel domains for $80 a year. He thinks the market for .travel domains could eventually reach 10 million customers. Let`s say he`s off by a factor of 10, and there`s one million. That would suggest $80 million in annual revenue.

And here`s the thing: theGlobe.com trades in the obscurity of the OTC bulletin board at 30 cents a share. With 230 million fully diluted shares, its market cap is a tad short of $70 million. (And it has about $20 million in the bank, by the way.) In short, buying a few shares of theGlobe is a bet that it will either a) find a buyer for its VoIP business or b) find serious demand for .travel domains. It`s not exactly Google, but if things break right, it could provide a nice payday.

[charlie01]

Da bin ich ja mal gespannt,
wo wir heute landen. Ich habe erst
letzte Woche darauf aufmerksam gemacht,
daß theglobe.com der Renner im Jahr 2006 wird.

m.f.g

charlie 01

[Thailandfreak]

Schon jetzt bei uns zweistellige Gewinne!!

Sk bei den Amis am Freitag 0,31, bei uns zur Zeit 0,30.

Ich hoffe die Amis geben uns heute Nachmittag keinen Dämpfer.
Ich warte auf jeden Fall noch mit Zukauf bis die Amis eröffnen,auch wenns dann vielleicht teurer wird.

[lagrein]

meint ihr die kratzen die Kurve?
wie sieht es mit Gewinnen aus???

LOHNT EIN INVESTMENT?

[lagrein]

Die Bude ist mit 60 MiO: bewertet!!

OB DAS GERECHTFERTIGT IST???