InfoSpace in every space.... - 500 Beiträge pro Seite

[zuendi]

heute ist auch AT&T mit seinem "Digital PocketNet Service" an den start gegangen:

http://biz.yahoo.com/prnews/000517/wa_at_t_wi.html



zündi

[venturecapital]

qualität setzt sich durch! INSP gut im plus gegen den trend (wie übrigens auch mein anderer liebling CMTN, die ab heute den europäischen dsl-markt beackern werden).
da kommt mir ein zitat in den sinn:
"move it!!!"

gruß
V.C.

[zuendi]

AT&T Launches Wireless Internet Using InfoSpace`s Platform and Suite Of Services


REDMOND, Wash., May 18 /PRNewswire/ -- AT&T Wireless Services, (NYSE: AWE - news), and InfoSpace (Nasdaq: INSP - news), a leading global provider of information and commerce infrastructure services for wireless devices, merchants and Web sites, today announced that AT&T Wireless has launched its AT&T Digital PocketNet(SM) service powered by InfoSpace`s platform and integrated suite of services. InfoSpace`s wireless platform enables AT&T Wireless to offer its subscribers the ability to conduct commerce, access information and manage their lives all from their AT&T Wireless powered phone.

(Photo: http://www.newscom.com/cgi-bin/prnh/20000420/INFOLOGO )
``We are using InfoSpace`s platform and integrated suite of services because it provides us with tightly integrated, personalized services; a platform that can scale and grow; and the ability for us to develop a closer relationship with our customers,`` said Kendra VanderMeulen, senior vice president of product development and Internet strategy, AT&T Wireless Services. ``InfoSpace allows all three to happen in a seamless fashion, while giving us the most advanced platform in the market today.``

``InfoSpace`s ability to deliver the platform and the advanced Internet services over wireless devices is defining a new standard for the wireless industry,`` said Naveen Jain, chairman and founder, InfoSpace. ``Our wireless platform enables AT&T Wireless to give its users the ability to not only receive useful information but also get connected, communicate and manage their lives while on the go.``

AT&T Digital PocketNet(SM) service provides customers with wireless access to information they need using an HDML/WML (WAP) browser enabled phone. The flat-rate service was launched in 1997 and has had significant success with custom enterprise applications, particularly in the area of dispatch. This relationship with InfoSpace, combined with the advent of a new line of data capable digital phones, unleashes the opportunity to apply this groundbreaking technology to a new set of consumer markets.

About InfoSpace`s Wireless Services

InfoSpace`s Wireless Internet Services are the first end-to-end private-label solution that enable wireless carriers, device manufacturers and software application providers to develop a comprehensive wireless portal optimized for their customers. The integrated platform of services provide mobile users with one place to get relevant content including real-time stock quotes and directions; commerce capabilities, including price comparison shopping; communication features, including person-to person, device-independent instant messaging; personalization and localization.

InfoSpace`s Wireless Internet Services are device-independent and provide a platform which enables AT&T to support a variety of emerging protocols such as WAP, PQA`s for Palm VII and VXML, in addition to HDML and SMTP. InfoSpace`s services are compatible with a variety of gateway technologies including WAP gateways from Nokia, Phone.com and Ericsson.

[internetti]

AT&T Launches Wireless Internet Using InfoSpace`s Platform and Suite Of Services
Thursday, May 18, 2000 08:02 AM


REDMOND, Wash., May 18 /PRNewswire/ -- AT&T Wireless Services, (NYSE: AWE, news, msgs),
and InfoSpace (Nasdaq: INSP, news, msgs), a leading global provider of information and commerce
infrastructure services for wireless devices, merchants and Web sites, today announced that AT&T
Wireless has launched its AT&T Digital PocketNet(SM) service powered by InfoSpace`s platform and
integrated suite of services. InfoSpace`s wireless platform enables AT&T Wireless to offer its
subscribers the ability to conduct commerce, access information and manage their lives all from their
AT&T Wireless powered phone.

(Photo: http://www.newscom.com/cgi-bin/prnh/20000420/INFOLOGO )


"We are using InfoSpace`s platform and integrated suite of services because it provides us with tightly
integrated, personalized services; a platform that can scale and grow; and the ability for us to develop a
closer relationship with our customers," said Kendra VanderMeulen, senior vice president of product
development and Internet strategy, AT&T Wireless Services. "InfoSpace allows all three to happen in a
seamless fashion, while giving us the most advanced platform in the market today."

"InfoSpace`s ability to deliver the platform and the advanced Internet services over wireless devices is
defining a new standard for the wireless industry," said Naveen Jain, chairman and founder, InfoSpace.
"Our wireless platform enables AT&T Wireless to give its users the ability to not only receive useful
information but also get connected, communicate and manage their lives while on the go."

AT&T Digital PocketNet(SM) service provides customers with wireless access to information they need
using an HDML/WML (WAP) browser enabled phone. The flat-rate service was launched in 1997 and
has had significant success with custom enterprise applications, particularly in the area of dispatch.
This relationship with InfoSpace, combined with the advent of a new line of data capable digital phones,
unleashes the opportunity to apply this groundbreaking technology to a new set of consumer markets.

About InfoSpace`s Wireless Services


InfoSpace`s Wireless Internet Services are the first end-to-end private-label solution that enable
wireless carriers, device manufacturers and software application providers to develop a comprehensive
wireless portal optimized for their customers. The integrated platform of services provide mobile users
with one place to get relevant content including real-time stock quotes and directions; commerce
capabilities, including price comparison shopping; communication features, including person-to person,
device-independent instant messaging; personalization and localization.

InfoSpace`s Wireless Internet Services are device-independent and provide a platform which enables
AT&T to support a variety of emerging protocols such as WAP, PQA`s for Palm VII and VXML, in
addition to HDML and SMTP. InfoSpace`s services are compatible with a variety of gateway
technologies including WAP gateways from Nokia, Phone.com and Ericsson.

Quelle: PR Newswire

[internetti]

[zuendi]

hehe, das war ja knapp *ggg


übrigens, was sagst du zu der yahoo/at&t meldung???
immerhin bekommen die kunden dort den mailservice gratis, während sie bei INSP dafür löhnen müssen.....


wie finanziert yahoo überhaupt diese wireless geschichte??
die bekommen ja anscheinend kein geld von at&t dafür...

oder wollen die etwa ihr werbemodell auf das handy übertragen *LOL



gruß
zündi

[zuendi]

hab mal die wireless kunden der 7carrier rausgesucht, die bislang ihren service gestartet haben:

Airtouch 10mio
Vodafone Australia 1,33mio
GTE 13mio
US West 600.000 (??)
Carrier One 700.000
VoiceStream 1,8mio
AT&T 12,5mio

macht zusammen ein kundenpotential für INSP von 40mio


mal schaun, wieviele es am ende des jahres sind. 100mio wären nett. wenn sich davon dann 5% für ein internethandy entscheiden, wär ich mehr als zufrieden; aber 5% ist wohl zu optimistisch....


zündi

[internetti]

tja, gute Fragen, zündi. Ich bin etwas erschrocken über die yhoo-meldung. Ich finde es ziemlich schwierig zu beurteilen, wie die Kunden das sehen werden . Aber fragen wir doch den Markt, der ja bekanntlich immer recht hat: INSP steigt minimal, YHOO fällt minimal (jedenfalls jetzt gerade )
Ich denke schon dass YHOO das über Werbung finanzieren wird. Es fallen beim Handy zwar viele Werbe-Möglichkeiten weg, aber es entstehen auch neue, die YHOO zu nutzen wissen wird. Trotzdem finde ich es auch etwas rätselhaft.
Wie siehst Du denn die Meldung?
Gruß
internetti

[zuendi]

immerhin hat sich yhoo die TIM geschnappt. mit 19mio kunden wäre das ein fetter fisch für INSP gewesen
da hat sarin wohl keine gute arbeit geleistet..

wie aus der meldung hervorgeht, wollen die beiden sich die werbeeinnahmen 50zu50 teilen.


weiß gar nicht, wie man auf dem eh schon so kleinen display noch ein werbebanner unterbringen will! aber wenn es doch funktionieren sollte, dann besteht ja immer noch die möglichkeit, dass INSP im wireless bereich sein modell ändert und auch auf werbung umsteigt....falls die kunden irgendwann nicht mehr bereit sind, die paar $s zu berappen.
erst einmal hat INSP die meisten carrier für bis zu 3Jahre an sich gebunden. und wenn das modell von yahoo mehr einbringt, als das derzeitige von INSP, dann wird jain wohl so clever sein, und auf werbung umschwenken
er ist ja nicht dumm, gell?


wie auch immer, die zukunft wird es zeigen.

bin nur etwas sauer, dass sarin TIM nicht angraben konnte



zündi

[venturecapital]

ist zwar nicht so weltbewegend und auch nicht brandneu, aber ganz interessant:

From the Monday, May 1, 2000 issue of the Washington Post


Bill Gates`s Executive Style Inspires a Cult Following

By David Streitfeld


REDMOND, Wash. –– During Naveen Jain`s seven years as a Microsoft Corp. executive, he got a front-row demonstration of how Bill Gates affected the software company he co-founded, ran and controlled.

Gates was obsessed by work, and so were his employees. He wasn`t interested in money, and neither were they. He would do anything to beat out a competitor, and they would too. Employees feared but mostly revered him. "Face time with Bill" was prepared for endlessly, sweated over and later bragged about.

Jain learned a crucial lesson, one that has defined the computer world`s perception of Gates for more than a decade: A high-tech executive must have the charisma of a cult leader.

"Especially in the beginning, when you`re starting a company, you have nothing to offer other than yourself, your vision and passion," said Jain, who went on to found the Internet services company InfoSpace Inc. "People in high tech can get 20 job offers in a day. Why would they stay with you unless they believe in you absolutely?"

After the Justice Department`s request Friday to split Microsoft into two competing companies, the most Draconian sanction possible, some critics are questioning whether the cult-like atmosphere at the company is directly responsible for its predicament. But if Microsoft`s hard-bitten style has brought the company to its current flirtation with disaster, for a long time it was a highly successful formula indeed.

The Gates leadership style has been mimicked by Jain, as well as hundreds of technology start-ups. That`s because a high-tech company is ultimately all about belief--that new products and services can create new markets, that the winds of technological change won`t suddenly ravage the firm, and above all that the executive team can properly execute its plan. Because if the boss can`t do it, generally the company can`t either.

"These companies are like organisms," said Marc Andreessen, the Netscape Communications Corp. Wunderkind who recently co-founded his own Internet services company, Loudcloud Inc. "It`s as if you took a DNA sample from the chief executive and blew it up to monstrous size. The founder and the company share all the same strengths and weaknesses."

In a rising market, where stock options are rapidly vesting and it seems every employee is on track to be a millionaire, it`s easy to be a genius chief executive. But when the market is swooning, as it has had a habit of doing in recent weeks, the chief`s vision and passion, and the depth of his employees` commitment to those things, become the only thing keeping the firm afloat.

Michael Saylor, chief executive of the embattled MicroStrategy Inc., is known for his grandiose and long-winded speeches to employees--at least one of them reportedly running eight hours. Despite accounting irregularities that have snowballed into a public relations fiasco, bringing the stock down 90 percent from its high, Saylor is still on the stump. And it still works: at a recent public appearance, he was mobbed by audience members who wanted to give him resumes.

Jain, 40, whose wealth from Microsoft and InfoSpace puts him in the billionaire category, isn`t a big lecturer, but he believes absolutely in Jain. So do others. InfoSpace has 500 employees, a market value of $13 billion and an ample supply of confidence that borders on arrogance.

For example, Jain is fond of saying, "I`ll make the attorney general`s job easy. We`re going for a hundred percent market share. They won`t have to prove anything about our monopoly." It`s a defiant echo of Microsoft chief executive Steve Ballmer`s famous 1997 comment, "to heck with Janet Reno."

Jain professes himself unconcerned that InfoSpace stock, which had a spectacular run-up last fall and winter, has fallen almost 50 percent since early March. "In the bad times, you always know who your friends are, both in the company and outside," he said. "This is when you find out who believes in you and who doesn`t."

It`s not by chance that so many more high-tech companies have dynamic leaders than, for example, the packaged-goods industry. "Other industries hire people for jobs. The assets are in real estate or a factory. But in high tech, the people are the assets," Jain said. "So you need a charismatic leader to attract the people."

Nor is it a coincidence that one of the most widespread expressions in the tech world, used to show someone`s absolute belief in his own company, is: "He`s drunk the Kool-Aid." The reference is to the fatal juice swallowed in 1979 by hundreds of followers of the Rev. Jim Jones, a cult leader in the traditional sense.

At Microsoft, the main campus of which is only a couple of miles from InfoSpace`s cramped headquarters in Redmond, they`ve been drinking the Kool-Aid for a long time. The computer software colossus did more than create the standard for operating systems; it created the standard for how to be a tech cult. Critics as well as neutral academics, former employees and potential recruits have been using the label to describe the company for years.

They use it to explain the company`s extraordinary success and fierce will to win, as well as its inability to question its own tactics, its refusal to compromise, its ham-fisted attempts to shore up popular support for itself by arranging "spontaneous" letter-writing campaigns.

"The Microsoft corporate culture can be broken down into four key parts: a tremendous work ethic; Bill Gates is always right; an us-versus-them mentality; and Bill Gates is always right," said Michael Gartenberg, an analyst at Gartner Group Inc. "If you execute successfully on all of that, you get to retire in your thirties as a multimillionaire."

The Microsoft mind-set was evident to Silicon Valley lawyer Andrew Brenner when he came here two years ago to interview for a job on the company`s ever-growing legal team.

Brenner was discomfited by what he saw. "All the lawyers seemed to think it was a forgone conclusion Microsoft would take over the world," he said. "It was not `if` but `when.` "

Ultimately, Brenner decided not to pursue the job. "It`s a very strong culture. Too strong for me. It`s a good thing Microsoft isn`t in Texas, because they all would have been Branch Davidians."

Microsoft hires young. More than a quarter of the firm`s employees are in their twenties; most of the rest are in their thirties. People come to work there often directly from school.

"There`s a program for graduate school interns," said former employee, who requested anonymity. "You help each other get through the summer, you bond with these people, and then come back and work at Microsoft full-time and they`re there. So you all work long hours together, wearing clothes that say Microsoft. By the time I was in my late twenties Microsoft was my whole identity. Making the break to leave was really hard."

Scott Sandell, another former employee, felt the same sort of need to get out. "Microsoft has a cult-like culture," he said, stressing he wasn`t using the adjective in a particularly negative sense. "It assimilates you or spits you out depending on whether you fit in. I wasn`t perfect for Microsoft--I`m too independent--so I spit myself out."

Microsoft was one of the first companies to realize that the more it did for its employees at the office, the less inclined they would be to go home. "It very intentionally fostered a culture where everything you need to survive is provided," said Sandell, now a top venture capitalist. "That includes subsidized food of high quality, a sports facility, individual offices for almost anyone. You can sleep or do whatever you want there."

Mostly, you worked killer hours, which was just one of the ways you modeled yourself after the boss. "At Microsoft, they all rock back and forth like Gates, they wear the same glasses, they have the same hair style," Loudcloud`s Andreessen said. "Maybe they grow them in tanks."

Microsoft spokesman Greg Shaw said: "It is accurate certainly to say there are attributes of Bill Gates that you would see in a lot of people at Microsoft. I do feel it overstates the case to say there is a cult of personality. It is a far more independent-minded place than a cult."

So there are raging hallway discussions about, for example, the merits of the government antitrust case?

Not quite. "I have never encountered a person here who thought the [legal] findings were consistent with their experience of the company," Shaw said.

The Microsoft attitude of being ruthless and not caring who knows it was later adopted by other tech companies. In the InfoSpace reception area, there is a magazine story about Jain mounted on the wall. It features this prominent quote: "I think most people think of me as an arrogant [expletive], and that`s the perception I want. It says don`t mess with me, or you`ll be crushed." This is classic Microsoft.

In a more benign sense, Microsoft also set the pattern for many later tech companies of paying its employees only modestly, but giving them a lot of stock options. This further strengthened the employees` bonds. Each year the company made them much richer.

For a long time, the system worked: hardly any executives of consequence left Microsoft. But starting about three years ago, there was a trickle that has broadened into a stream. There have been at least a dozen executive departures recently.

The rank-and-file are getting restless, too. "I talk to lots of Microsoft people," Jain said. "I know 10 who have left in the last two months. They say it`s no fun anymore, and the risk-reward ratio is not there."

Microsoft stock, which was one of the best investments around in its first 13 years, has been a relatively dismal performer during its 14th year. The company has just increased compensation packages, including many more options.

All of this might mean that the cult-like fervor that once pervaded the place may be fading. Partly it`s a question of size: At InfoSpace it`s easier to keep this mood alive than at a company 60 times bigger. The crucial test for Microsoft`s Ballmer, who earlier this year became chief executive, will be whether he can institute a cult of the organization rather than of the company`s chairman, Gates.

Ballmer took a step in this direction by highlighting corporate values in a recent speech at George Washington University. "It matters to me that we`re a company of high integrity," he said. "It matters a lot."

It`s highly unusual for a Microsoft executive to be emphasizing ethics rather than technical superiority. That`s just not how Gates built the place.

"To my mind, Microsoft has never been a company," said James Collins, co-author of the classic study, "Built to Last: Successful Habits of Visionary Companies." "It`s a single remarkable individual, Gates, with thousands of the smartest, best-paid people anywhere helping that individual. It`s basically like a big wheel, with Gates at the hub."

While many high-tech companies may have strong cultures, Collins said, they ultimately fall into two different categories. There`s the cult built around one magnetic individual, like Gates or, at Apple Computer Inc., Steve Jobs. And there`s the cult of values, where the executives are less important than the system. His example here is Dell Computer Corp.

"Michael Dell is not the messiah type," Collins said. "When the company got in trouble a few years ago, Dell`s response was, `I have to surround myself with extraordinary people who are better than I am.` If Michael Dell were to disappear tomorrow, Dell would click along just fine for some time."

Collins doesn`t believe that would happen with Microsoft if Chairman Gates suffered the same fate. "It will be like Disney after Walt, or Polaroid or Digital Equipment after the departure of their geniuses," he said. "Microsoft exists to serve and leverage the talents of Gates. When Bill`s gone, you might as well close it down."

As Jain--only a few years younger than Gates, but shepherding his company at a much different stage of its growth--tries to build InfoSpace for the future, he`s increasingly aware that being a cult leader is a high-wire act.

"Success instills more confidence in people that they`re following the right leader," he said. "The more successful the company, the more it becomes blind faith. That puts more and more stress and responsibility on the leader to make sure he doesn`t lead these people down the wrong path."

Microsoft`s inability to settle the government`s antitrust suit may be such a wrong path, leading to years of legal wrangling and a slow sapping of the company`s energy. Or it may be Gates`s most brilliant move. "We`ll only know for sure after it`s all over," Collins said.

InfoSpace, meanwhile, for all its Microsoftian qualities, might be edging toward the Dell Computer model. The company recently announced that it had hired Arun Sarin as chief executive, a post Jain is now giving up. Jain will continue as chairman.

"I consider myself as good a cult leader as anyone, and yet we still brought in a person who had the experience of building a company--Vodafone AirTouch--from 15 people to 15,000 in 25 countries," Jain said. "This is not being a cult leader, just simple business sense. You have to be a good business cult leader."

gruß
V.C.

[zuendi]

über Yahoo, INSP und AT&Ts wireless internet einführung:



SAN FRANCISCO (CBS.MW) -- Internet stocks battled for gains on light turnover Thursday as upbeat earnings news from Lycos, positive buzz stemming from Yahoo`s annual meeting and AT&T Wireless Group`s unveiling of its free Internet access plan failed to inspire a round of buying.

The Goldman Sachs Internet Index fell 4 percent, extending Wednesday`s 2.3 percent retreat. The Nasdaq Composite sank 106.22 to 3,538.74.

Yahoo shares fell 5 13/16 to 132 as analysts convened at the company`s second-ever annual meeting held at Yahoo headquarters in Santa Clara, Calif.

But shares could reverse course on Friday. After the meeting, some analysts raved about Yahoo`s wireless and corporate services initiatives.

"Yahoo Everywhere, with wireless at its core, is now a key strategic initiative," said Safa Rashtchy, an analyst at U.S. Bancorp Piper Jaffray.

A component of Yahoo`s wireless presence is to have its content and services available on a phone, much like the privately-held TellMe service, which is available now.

Yahoo`s voice-access to Yahoo service will be available this summer, whereby people can call into a 1-800-number and access movie listings, sports, weather and e-mail. The difference between Yahoo`s service and the many others that are out there is that Yahoo has 145 million registered users.

"We`re leveraging off our existing user base and enabling them to access their personal preferences. And this is available on any phone; it doesn`t have to be WAP-enabled," said Mohan Vishwanaph, who heads up Yahoo Everywhere.

Additionally, Yahoo will "focus on the desktop for people at work," said Jordan Rohan, an analyst at Wit Soundview. This initiative leverages Yahoo`s relations with 650 companies that it already sells conference calls to, Rohan said.

Free, untethered access

Early Thursday, Yahoo announced an agreement with AT&T Wireless Services to include Yahoo-based Web content as part of AT&T`s new free wireless Internet access. AT&T`s service was unveiled Thursday. Yahoo will be have prominent placement on the phone.

Yahoo also inked a deal with Telecom Italia Mobile, Europe`s largest mobile network company, to offer content and services in Italian. "There are many more cell phone users in Italy than the number of people accessing the Internet from their personal computers," said Yahoo`s Vishwanaph.

With the AT&T Wireless Service and Telecom Italia Moblie deals, Yahoo now has relations with 10 wireless carriers around the world, said Vishwanaph. The first carrier deal was with Sprint.

"Wireless is a direction of focus for Yahoo. It`s the next means of distribution for Internet access," said Fred Moran, analyst with Jefferies & Co. in New York.

Meanwhile, Yahoo wasn`t the only Internet company to be part of AT&T`s new wireless plan. AT&T Digital PocketNet service will also feature Excite Mobile, ExciteAtHome`s portal for mobile users.

Other content or service providers that will be featured on the AT&T Digital PocketNet service include DLJdirect and ZDNet, a high-tech content and commerce site. The economics of the deals were not disclosed.

All for the consumer

AT&T Wireless aggregated a host of Web sites to make its free Net access offering more compelling to consumers. Part of that free access will also enable subscribers of the free service to create their own personal Web site. That branded AT&T service will be powered by InfoSpace. With this plan, subscribers can have their own AT&T e-mail account and a host of other services powered by InfoSpace.

Subscribers pay monthly fees for more services. For instance, for $14.99 a month, a subscriber can have access to all Web sites.



http://cbs.marketwatch.com/archive/20000518/news/current/net…

[zuendi]

INFOSPACE IN POCKET’ S CORNER

AT&T Wireless (AWE $27-11/16) announced a partnership with both InfoSpace and Yahoo! to power AT&T`s PocketNet service. InfoSpace plans to provide its platform and a suite of commerce and content services, while Yahoo! plans to deliver personalized content, such as Yahoo! mail and other news. We believe Infospace’ s carrier-friendly portal platform has positioned it very well in the wireless industry.
InfoSpace is the default service for PocketNet and its solution is the only one drawing fees from AT&T subscriber revenue. While InfoSpace shares may be choppy as investors await for wireless revenue figures in the September quarter, we believe the stock will be higher once those numbers are achieved.
Therefore, we recommend owning InfoSpace.

[zuendi]

anscheinend erfreut sich das neue produkt von at&t (oder sollte ich sagen von INSP? )großer nachfrage. man darf also wirklich auf die nächsten zahlen gespannt sein.


aus einem ami-board: "......Went into att store today. Must have been 20 people in there asking about their PocketNet cell phone service. 4-or 5 workers were scurrying around and showing off the 2 phone models they have. They were overwhelmed. Huge posters on sidewalk and in every window and wall of store. "pocketnet wireless web now available". Had a table set up with info . $$$$$. Wait till tv ads start showing up. I believed before, but now that I saw the excitment this will be huge! Just wait for 3rd Generation service the phones in development can handle video, color screens, palm pilot type screens, voice activated....."


SLAP
zündi

[FloTrader]

Hi INSPler,

melde mich wieder zurück!!! Die Carrier legen so langsam los mit ihren INSP Portalen:

AT&T: http://www.infospace.com/attnet/welcome.htm?
GTE: http://www.mygtew.com
Vodafone Australia: http://www.myvodafone.com.au
Voice Stream: http://www.myvoicestream.com
Carrier ONE: http://www.one.at/myone/index.shtml

ZUENDI, bitte mail mich mal an! Habe versehentlich alle meine Mails gelöscht! Habe deine Adresse nicht mehr!

Gruß

FloTrader

[zuendi]

The wireless Web
Who will win the lion`s share of data traffic delivery?


SAN FRANCISCO (CBS.MW) -- Rarely does improving traffic, advertising, and e-commerce numbers on the Web raise eyebrows these days. As it happens, with few catalysts to inspire Internet stocks, the idea of mobile devices outnumbering personal computers by 3-to-1 in a few years intrigues like never before.

Not only is it another distribution venue to serve those who like content-to-go. But it’s a new battlefield where Internet kingpins, like Yahoo, may have to battle it out with the wireless carriers it’s partnering with, such as AT&T Wireless or even upstart personal portals, to win the hearts of the millions of people around the world who aren’t online and who don’t have affinity towards... well, anyone at the moment.

"The battle lines are still being drawn," said Mohan Vishwanath, who heads Yahoo`s wireless division.

What’s at stake? Advertising, commerce and subscription fees that could shift from the wired world to the vastly larger mobile one -- at least, for commodity-type items such as e-mail, stock quotes, weather, restaurant and movie listings.

Not to lose out on that new opportunity, many wireless carriers are creating their own branded wireless portals. And InfoSpace , a content and services provider, has been striking deals with many of them, such as AT&T Wireless, to private-label those branded portals.

"The entrepreneurs in the wireless field are not old school," said InfoSpace co-founder and chief strategist Naveen Jain. "They created the fastest-growing industry -- wireless. They are innovators, and they are determined to get all they can with the emergence of the wireless Internet."

At this point, it’s tough to predict who will triumph. We’re still in the very early stages of this marathon. The course is still being laid out, racers are just breaking in their latest aerodynamic sneakers and the bleachers are still being assembled. But as in any race, there are reasons some are favored over others.

Why go through this exercise, I was asked once. Assumptions made about how much ad, commerce and subscriber fees a carrier or portal can expect will be reflected in their stock prices.

This is big stuff.

The emergence of wireless data is like manna for wireless operators, which need to offer something more compelling than voice delivery. And Internet portals are looking for other ways to monetize existing traffic and ways to get in front of the growing number of users expected to access the Internet via a mobile phone.

According to The Yankee Group, the mobile phone installed base could hit 1.4 billion by 2003. That compares to 550 million installed personal computers, as projected by Phone.com (PHCM: news, msgs), the pioneer in creating browsers and software servers to support mobile content.

Both sides need each other. Portals have devoted followers and can thus drive traffic to carriers; carriers have the distribution channel. But will one get a bigger slice? Will one get crumbs? Or will the crumbs just get spread out evenly? That’s what intrigues.

Case for mobile operators

"Crucially, mobile operators have a fantastic opportunity to dominate the wireless ISP and wireless portal market," according to a Goldman Sachs report on the outlook for wireless in 2000.

For one, the mobile device is about personalization. And personalization means delivering information and services that are sensitive to a person`s location. The location of the cell phone, which is controlled by the wireless carriers, is powerful information.

The mobile network has to keep a register of subscriber location in order to direct incoming traffic.That means they own the information that enables a portal to localize content.

So, if I want a list of restaurants and corresponding directions to that restaurant from my specific location, a carrier-portal can deliver those to me because it knows my location.

At the end of the day, even if wireless carriers don`t become the branded favorites among consumers, having the location-based services will at least give them leverage. That leverage and the fact that many consumers don`t have set habits on a mobile device, have emboldened the wireless carriers to create their own default home pages for their customers. They hope consumers will prefer to go to their home page as opposed to Yahoo`s.

Case for Net giants

"The biggest question facing Yahoo as it attacks these (wireless) markets is whether its brand will be enough to draw users away from distribution-centric models," said Michael Graham, an analyst at BancBoston Robertson Stephens, referring to AT&T`s PocketNet service.

"Will the wireless data user spend more time on the AT&T branded wireless portal, which will be the default home page on those phones, or will he or she quickly bypass the unfamiliar material to get back to trusty old Yahoo?" he asked.

Yahoo recently wrapped up an upbeat annual analyst meeting last Thursday, where executives outlined the company`s strategy and position to get in front of the growing number of users expected to access the Internet via a mobile phone. One of the newer services that will be launched this summer is voice access to Yahoo service. See Yahoo`s wireless strategy.

While it`s a toss-up, some analysts believe the brand cachet of Yahoo and America Online (AOL: news, msgs) is worth betting on.

"I believe Yahoo and AOL will still be the leading brands on the mobile portals," said Safa Raschtchy, an analyst at U.S. Piper Jaffray. "I don`t think the wireless carriers will be as successful as they`re setting out to be.

But some, like InfoSpace`s Jain, would argue that existing players or favored contenders aren`t always the winners. At the advent of the Internet, who would have thought that the dominant media companies, like Time Warner and Disney, wouldn`t have owned the customer, he said. At the end of the day, Yahoo was a Net leader and AOL bought Time Warner.

[zuendi]

Internet-Nutzung per Handy in Japan im Trend
Tokio, 22. Mai (Reuters) - Auch in Japan gewinnt die Internet-Nutzung per Handy nach Angaben der drei führenden Netzbetreiber immer mehr an Bedeutung. Schon für Ende Mai werde damit gerechnet, dass mehr als zehn Millionen Japaner per Handy ins Internet gelangen könnten, teilten die drei Unternehmen am Montag in Tokio mit. Damit seien rund 18 Prozent der Handy-Besitzer mit internetfähigen Geräten ausgestattet. In Deutschland ist der Internet-Zugang per Handy nur mit den neuen so genannten WAP-Geräten möglich, für die spezielle Seiten bereit gestellt werden. Deutsche Hersteller und Netzbetreiber setzen ebenfalls voll auf eine mobile Zukunft des Internets.
Der größte Mobilfunkbetreiber Japans, NTT Docomo, hat nach eigenen Angaben bei seinem mobilen Internetdienst i-mode 6,92 Millionen Kunden. Täglich kämen rund 20.000 neue Kunden hinzu. Die beiden Konkurrenten Nippon Ido Tsushin und J-Phone bezifferten ihre Kundenzahl beim mobilen Internet auf mehr als zwei Millionen respektive 1,04 Millionen Nutzer. In Japan sind Handys schon populärer als Festnetzgeräte. So hätten Ende März rund 56,8 Millionen Menschen ein Handy besessen, während es 55,4 Millionen Festnetzkunden gegeben habe.


http://de.biz.yahoo.com/000522/126/w3ko.html


J-Phone ist übrigens INSPkunde. allerdings konnte ich nichts finden, dass die die INSPportal-lösung nutzen. wahrscheinlich nur content...aber immerhin


zündi

[zuendi]

Here are some notes I took at the INSP annual shareholder meeting yesterday.

Naveen reiterated his point that we are at the beginning of a wireless internet revolution and that in every revolution, the infrastructure providers make the money. INSP wants to reach every consumer and every merchant. To do that, they must be unbranded. Instead they support existing brands. INSP is a wholesaler - they don`t touch merchants and consumers directly, but they facillitate connections between them.

Arun Sarin stated the company`s Stategic Initiatives:
1) Expand Globally
2) Continue building relationships with wireless carriers
3) Continue building merchant network
4) Continue to innovate and integrate new features
5) Identify and enter new markets

Arun said they have a sequential (by continent?) plan for Global expansion starting in UK, Germany, France, Italy, Japan, Korea, China, Brazil, and Mexico. (Might have missed a country here). A strategy in Europe is to put an INSP wrapper around existing portals. One fact that was exciting to me was that it only took 30 days to implement Vodaphone Australia`s wireless internet capability from scratch using INSP. Carriers can`t afford the time required to build internet SW themselves when their competition can pay for such quick implementation.

Arun also explained how INSP`s one click technology is well suited to a numeric keypad. For example, if you look up Naveen`s address, with one click you can get directions, and with one more click a list of nearby hotels without having to reenter Naveen`s name or address. Basically, you can search across different databases without reentering your search parameters.

Arun and Naveen both talked about a virtuous cycle of more consumers attracting more merchants generating more money for carriers, who can then advertise for more consumers.

A shareholder said that he heard that Intel is a role model for INSP. "Intel Inside" = "Powered by InfoSpace". Intel`s CEO says "Only the the paranoid survive". He asked what is INSP afraid of. NJ said the dangers for INSP are to stop innovating and to be satisfied. NJ added that they have 90% market share but want 100% so the Justice Dept won`t have to spend billions proving they are a monopoly. But INSP will be a good monopoly. I don`t get the feeling complacency will be a problem for a long while.

A shareholder asked about AOL and Yahoo as competitors. NJ stated that Yahoo competes with AT&T, Verizon et. al. not INSP. The carriers want to keep their customers home, not send them to Yahoo.

Wireless Tidbits
Europe is 2 years ahead in wireless, 2 years behind in internet.
With 1 billion wireless users and 200 million PCs in the near future, most internet users will not have PC access.
Wireless data rates: 14.4 Kbit now, 100Kbit next year, 300K-1Mbit in 3 years.

I was impressed with how Arun Sarin`s practicality and global experience complements NJ`s vision and showmanship. They will be a great team.

[zuendi]

http://www.businessweek.com/cgi-bin/ebiz/ebiz_frame.pl?url=/…



InfoSpace`s Naveen Jain: A Tireless Wired Exec Maps a Wireless Strategy

He`s bringing in a new CEO and taking the Net company, which packages content for portals, into the unplugged arena


At the gym, rippled pectoral muscles translate to macho. In technology, the inability to take a vacation is becoming the new way executives measure their mettle. And by that measure, Naveen Jain is Schwarzenegger-esque. The 40-year-old chairman of InfoSpace doesn`t know how to take R&R.



Oh sure, he goes on vacation. But he`s not quite sure what to do when he gets there. He took his wife and three school-age kids to a Club Med in Mexico last March. While his wife and kids played in the sand, swam in the pool, and soaked up some sun, Jain was busy running up a $1,000 phone bill. "I had a terrible time. I didn`t know what to do," Jain says.

Jain is nothing if not manic. A fireball of energy, he has worked 20-hour days for the last four years, building Redmond, (Wash.)`s InfoSpace Inc. into one of the biggest Internet companies you`ve never heard of. InfoSpace cuts deals with all sorts of content providers -- from white- and yellow-page services to weather forecasters to map providers to news services -- and offers that information as a packaged service to Web sites.

DOUBLETIME. Such companies as America Online and Lycos use InfoSpace`s classified advertising on their Web portals. Go.com uses the company`s white pages. Snap.com uses its yellow pages and mapping services. Each time surfers click on an InfoSpace service, they`re shipped to a Web site run by InfoSpace. The company gets licensing fees from the sites and shares advertising revenue from traffic that`s sent to its services. While other companies offer similar services, none offers as broad a range to as many customers as InfoSpace.

All that adds up to an Internet company that makes money, if only a little bit. InfoSpace has strung together four straight profitable quarters, excluding one-time charges. In the first quarter that ended Mar. 31, InfoSpace earned $1.89 million, or 1 cent a share, excluding acquisition and stock option charges -- compared with a loss of $5.3 million, or 3 cents a share, a year earlier. And revenue continues to soar at hyper-growth levels, climbing 260 percent, to $19 million in the quarter.

There was some speculation that Jain might be slowing down when, in April, he handed over his CEO duties to Arun Sarin, former CEO of Vodafone AirTouch`s U.S. and Asia Pacific regions. But Jain, who serves as chairman and chief strategist, insists that he`ll keep his 120-hour-a-week pace. Adding Sarin was simply a way to put more firepower in the top ranks. "Zero responsibilities have changed," Jain insists. And in fact, Jain continues his hectic pace, with both he and Sarin jetting around the globe to drive new deals. He jokes that with two top executives, InfoSpace is able to cram 48 hours into a 24-hour day.

MOVING TARGETS. For Jain`s next act, he wants to grab a piece of the growing market for wireless-Internet services. It`s the same business model for a slightly different medium. InfoSpace wants to provide the technology that connects users to e-mail, traffic reports, stock quotes, and e-commerce sites. InfoSpace has created new services designed specifically for wireless gizmos and it also reformats existing Web content to work on smaller devices.

Because cell phones send out signals that indicate a user`s location, the business potential explodes. It doesn`t make much sense for a small restaurant to develop a Web site. But a wireless service that lets a hungry cell-phone user know that an Italian restaurant is within two miles and offers a $2 digital coupon has some value. InfoSpace has developed the technology to do that and wants to persuade wireless providers to include the service. Ultimately, InfoSpace hopes all sorts of retailers -- from florists to dry cleaners to restaurants -- will take advantage of the service. InfoSpace and the wireless carrier would share a cut of the sale from customers that use the promotion.

The opportunities seem vast. By 2004, 1.3 billion people are expected to have wireless access to the Web, up from just 5.7 million last year, according to International Data Corp. That`s why grabbing Sarin, a top-line cell-phone exec, was important. "He definitely brings credibility, contacts, and wireless experience," says Crispin Vicars, senior director at Yankee Group.

FORCE OF PERSONALITY. To be sure, Jain isn`t the only one who sees the potential. And some of the biggest players on the Web are angling for the same market as InfoSpace. Such powerhouses as America Online and Yahoo! have mapped out strategies to go for the same wireless infrastructure services business as InfoSpace. But if InfoSpace has an advantage, it`s that the company is happy enough to be the obscure unit that runs the service in the background.

The strategy is working well so far. InfoSpace has lined up a who`s who of wireless carriers -- such companies as AT&T, GTE, Bell Atlantic, US West, and Vodafone, to name a few. "It`s a very coherent strategy," says Jack Ripsteen, an analyst with Chase H&Q in San Francisco.

InfoSpace`s biggest problem may have been a lack of management depth. Jain has led the company, not just in title, but through the force of his personality, since the beginning. And he has struggled to find a second-in-command. In January, 1999, he hired Bernee Strom, a founder and a principal at Gemstar Development Corp., which developed VCRPlus+ video programming technology. But by early 2000, Strom was out of that job, working now as president of InfoSpace`s venture-capital fund, set up by Jain to partner with companies strategic to InfoSpace`s business. The $30 million fund, open only to InfoSpace and its employees, has invested in such companies as Catalog City, Emarketplaces, and Gift Tree.

CHIP OFF THE OLD BLOCK. Jain makes no apologies. A native of India who moved to the U.S. 21 years ago, Jain refers to himself as a "cult leader" who doesn`t have much of a life outside of work. It`s a trait he developed during his seven-year stint at Microsoft. He led the marketing efforts on the company`s first version of Windows NT, its industrial strength operating system. And later, Jain helped develop the Microsoft Network, the company`s failed bid to compete with America Online. And while he often cites Microsoft Chairman William H. Gates III as a personal hero, he`s quick to point out that even his old boss is slowing down. "I`m not backing off and learning golf," Jain says.

Does Jain`s family mind his logging all those hours? Anu Jain, who is vice-president for community affairs at InfoSpace, worries a bit that her husband is missing out on their three children`s upbringing. But she has been married to him for 12 years and realizes that`s just who Naveen Jain is. Because of that, the company -- whose success has made the Jains worth $3.2 billion -- is like family. "I look at it as our fourth child," Anu Jain says. And Naveen`s dedication to his work is instilling values that are important for their children. "Naveen`s a great role model," she adds.

It seems to be working. Not too long ago, Jain asked his 10-year-old son if he wanted to work at InfoSpace someday. The boy was unambiguous. "He said, `That`s your company. I want to start my own,`" says Jain with a laugh. It`s enough to make a father proud.

Greene covers technology for Business Week

[:-)))]

Tja INSP´ler,

es geht trotzdem weiter runter...wie weit noch, das ist die Frage...im Grunde würde ich gerne noch was nachlegen...aber wann?
Momentan scheint die Stimmung megamies...kein halten mehr seit Tagen bewegt sich der Markt nur noch im Minus....wann ist die Talsohle endlich erreicht....jemand ne Idee?

Grüße AL

[Artmann]

Hallo !
Mit ein bißchen Glück schließt die N.heute im Plus.
Ich vermute auch daß Ellen Greenspan morgen zumindestens nichts sagt,was
der Markt negativ auffassen könnte nachdem er ja nun wirklich genug Federn lassen mußte.
Immerhin haben die Amis Wahljahr und wenns so weiterginge haben Sie dann auch keine Rente mehr.( Indirekt )
In diesem Sinne
Gute Kurse

Artmann

[venturecapital]

was ist eigentlich mit software.com? die scheinen doch eine ernstzunehmende konkurrenz zu sein oder habe ich die VWD-meldung (die ich heute auf der arbeit überflogen habe) zu oberflächlich gelesen? da war von einem treffen heute die rede, auf dem die firma heute neue wireless produkte ankündigte. klang alles wie bei INSP. es war auch sehr viel prominenz da. könnte ja vielleicht auch eine erklärung für den schwachen kursverlauf heute sein.
das einzige, was ich spontan im board gefunden habe war das hier:

Der Internet-Softwarekonzern Software.com (SWCM) übernimmt den ASP-Provider mobile.com für etwa 400 Mio. Dollar in Aktien.

Mobile.com bietet insbesondere Services, sowie Application Service Providing für drahtlose Internettechnologien an. Auch
vermarktet das Unternehmen Instant Messaging Technologien. Die Übernahme von mobile.com, erlaubt Software.com sein
Produktangebot für ISP´s und andere Telefongesellschaften weiter deutlich auszubauen.

also: eure meinung? vielleicht habe ich ja auch übersehen, daß INSP sie beliefert... (?)

gruß
V.C.

[venturecapital]

so habe die meldung, die ich meinte:

Company Press Release

Software.com Hosts Mobile Internet Messaging
Conference

Top 200 Global Leaders Gather in Cannes to Capitalize on the Convergence of Mobile Networks
and the Internet

CANNES, France--(BUSINESS WIRE)--May 24, 2000--Software.com® (Nasdaq:SWCM - news), a leading developer of
carrier-scale Internet infrastructure applications, kicked-off its Mobile Internet Messaging Conference today with keynote
speakers Mohan Vishwanath, vice president, Yahoo! Everywhere, and Kent Thexton, managing director, mobile portal
business, BT Cellnet in Cannes, France.

This invitation-only event draws together industry notables from over 100 of the leading mobile operators, telcos and service
providers representing 19 countries and more than 500 million users. The conference will provide a forum for wireless carriers
and service providers to discuss how to build mobile messaging services that bridge the complex, rapidly evolving landscape of
wireless technologies, IP networks, systems and services.

In this new mobile communications arena, users can access voicemails, emails, pages and faxes all from a single mailbox
regardless of location, time or device. This is an opportunity of significant interest to service providers, wireless carriers and
telcos who are eager to stay competitive and to deliver the convenience and accessibility that their customers demand.

``The mobile Internet market is exploding, and for service providers to compete, they will need to offer more than commodity
voice and data services. Delivering reliable mobile Internet messaging is a critical factor for service providers to survive,`` said
John MacFarlane, founder and CEO of Software.com. ``Messaging drives the demand for Internet access and use, and
wireless data services will be a key component for the mobile Internet.``

Software.com`s Mobile Internet Messaging Conference will outline the forces shaping the wireless data market, underscoring
the critical issues and identifying key factors for success. Session themes include the key elements of a successful business or
go-to-market plan for establishing mobile messaging as the foundation for a wireless Internet service and the technical
requirements of architecting and operating a highly scalable mobile Internet messaging platform and Internet data center.
Representing some of the highest esteemed thought leaders in the Mobile Internet, keynote speakers include Nicholas
Negroponte, director and founder, MIT Media Lab, among others.

The Mobile Opportunity

According to a new study conducted by International Data Corp, wireless subscribers with Internet access will outnumber
wired Internet users by the end of 2002. For service providers looking to host mobile services, scalability becomes a critical
element as the number of subscribers increases substantially. Software.com`s InterMail Mx 5 platform is designed to facilitate
the converging wireline and mobile networks on a single, scalable Internet-based infrastructure that can accommodate the
addition of millions of users, providing access anytime, anywhere via POP, HTML, IMAP, WML, SMS and CHTML.

Software.com - The Internet Infrastructure Company®

With more than 102 million seats licensed, Software.com (Nasdaq:SWCM - news) is a leading supplier of carrier-scale
Internet infrastructure applications for service providers. Software.com provides the scalable platform that enables service
providers to deploy next-generation business and consumer Internet services, including email, IP voicemail, unified messaging,
wireless unified messaging and wireless instant messaging.

Customers comprise many of the largest service providers worldwide, including: AT&T Canada, AT&T WorldNet® Service,
Excite@Home, GTE.net Services, Japan Telecom, PSINet, Road Runner, Sprint PCS, Telecom Italia Net (Tin.it) and
Telecom Italia Mobile SpA (TIM). In addition, Software.com has established strategic relationships with Cisco Systems,
Hewlett-Packard, IBM, Nortel Networks and Telcordia Technologies (formerly Bellcore). Founded in 1993 and
headquartered in Santa Barbara, Calif., the company maintains offices throughout the U.S., Europe and Asia. Software.com
can be reached in the U.S. at 805-882-2470 or www.software.com.

[zuendi]

verstehe ich jetzt nicht so ganz. wieso sollte SWCM ein konkurrent von INSP sein?
bieten die etwa auch die services wie INSP an?? - ich kann jedenfalls nichts finden, was darauf hinweist.


allerdings gibt es eine reihe anderer zT kleinerer firmen, die ähnliche sachen im wireless bereich anbieten wie INSP.


zündi

[zuendi]

übrigens steht INSP grade nachbörslich wenigstens auf vortagsniveau.

[zuendi]

New TIW Company to Exclusively Offer InfoSpace`s Platform of Integrated Wireless Internet Services to All Brazilian Cellular Operators

InfoSpace Taps Latin American Market With Access Today to All Brazilian Carriers Representing More Than 16 Million Wireless Subscribers

MONTREAL and REDMOND, Wash., May 25 /PRNewswire/ -- Telesystem International Wireless Inc. (TIW), a global mobile communications operator and InfoSpace, a leading global provider of information, communication and commerce infrastructure services for wireless devices, merchants and Web sites are pleased to announce that they have signed an exclusive agreement to offer the powerful InfoSpace platform of integrated wireless internet services to the all cellular operators and to Internet Service Providers(ISP) in Brazil. Under the terms of the agreement, InfoSpace will receive guaranteed quarterly payments over the next three years.

(Photo: http://www.newscom.com/cgi-bin/prnh/20000420/INFOLOGO )

TIW has established a new company to develop wireless portals and applications on behalf of and in cooperation with cellular operators and ISPs in Brazil. Using the InfoSpace platform, operators will be able to deliver comprehensive and personalized wireless Internet services enabling their subscribers to communicate, access information and conduct commerce from mobile devices.

"We are pleased to be offering a such a flexible and powerful Wireless Internet platform to cellular operators in the Brazilian market. The InfoSpace platform integrates a number of applications including location-based, banking and commerce services that can be customized to meet the needs of cellular operators. Our objective is to work with operators to allow them to deliver more value to their subscribers," said Bruno Ducharme, President and Chief Executive Officer of TIW. "Brazil has entered a phase of accelerated cellular subscriber growth and is already the ninth largest national cellular market in the world with over 16 million subscribers. Mobile appliances are expected to rapidly become the preferred means of accessing the Internet in Brazil," added Bruno Ducharme

"Our partnership with TIW will introduce, for the first time, InfoSpace wireless Internet services to Latin America. Brazil is the eighth largest economy in the world and will surely be a growing market for our wireless Internet services," said Arun Sarin, CEO, InfoSpace. "We`ve gained significant market share in the US and we will continue to aggressively expand our presence throughout Latin America, Europe and Asia."

The new company is currently jointly owned by TIW and [Banco Opportunity (Opportunity)], a leading investment firm in Brazil. Cellular operators and ISPs who become clients of the new company, as well as selected financial investors, will have the opportunity to become shareholders while the company is still in its formative stage. The new company will be based in Rio de Janeiro.

[zuendi]

damit ist INSP nun in europa, nordamerica & südamerika, asien, australien......fehlt nur noch afrika *g


a global player in the making

[internetti]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[venturecapital]

coole nachricht! so gefällt mir das doch!

zündi: hier mal aus yahoo kopiert was zu software.com. also ich finde, das klingt nach ähnlichen geschäftsfeldern...


Business Summary
Software.com, Inc. develops and markets infrastructure applications for the Internet based on open, Internet
standards and protocols. The Company designs these applications, which it refers to as Internet infrastructure
applications, to enable service providers to transition to the Internet as the technology foundation for worldwide
communications and services. The Company`s applications are designed exclusively for the service provider market
(traditional telecommunications carriers); Internet service providers and wholesalers; cable-based, Internet access
providers; application service providers; competitive local exchange carriers; Internet destination sites or portals; and
wireless telephony carriers

gruß
V.C.

[zuendi]

V.C.

das aus yahoo sagt mir irgendwie nichts.
das hier hab ich von deren HP:

".....Spearheading the communications revolution from traditional voice and local data networks to the global Internet, Software.com’s exclusive focus is on equipping service providers (ISPs, telcos, cable companies, and Web portals) with the most advanced Internet messaging services for consumers and businesses. Our high performance messaging and infrastructure products lead the industry in scalability to millions, bulletproof reliability, continuous availability, and pioneering leading-edge technologies such as Internet voicemail and fax messaging, hosted corporate messaging, and web-based e-mail. With over 102 million mailboxes sold, Software.com supplies Internet messaging solutions to some of the world’s largest services, including AT&T WorldNet® Service, GTE, MCI Bell Atlantic, BellSouth, Ameritech, @Home Network, Excite, Telekom Malaysia, and many others. Key technology partners include Cisco, Hewlett-Packard, and IBM......"


sehe da wirlich so gut wie keine gemeinsamkeiten zu INSP. INSP bietet zwar auch eMail und so n kram an....aber das ist doch auch schon die einzige gemeinsamkeit oder nicht??
INSP hat doch viel mehr zu bieten als nur die messaging-systeme.
ausserdem bekommen sie bei INSP alles aus einer hand....da brauchen sich die carrier nicht alles zusammensuchen.

SWCM scheint mir eher mit CPTH vergleichbar zu sein. da gab es letztens ja auch fusionsgerüchte um INSP und CPTH. war aber wohl (gott sei dank) eine ente. würden sich vielleicht gut ergänzen, aber noch eine übernahme in der größenordnung käme sicher nicht gut an.



gruß
zündi

PS vielleicht ist mein englisch aber auch zu mies und ich schätze SWCM völlig falsch ein *g

[zuendi]

M-Commerce - Beginn des mobilen Informationszeitalters

Was der Verbraucher schon heute will - und morgen erst bekommt:
Internet und Mobilfunk wachsen durch den neuen WAP-Standard zusammen. WAP steht für Wireless Application Protocol und ist mittlerweile der Herstellerstandard für den Zugang zu Internetinhalten via Handy. Die Nachfrage nach grenzenlosem Zugang zu Informationen wird sich aufgrund des explosiven Wachstums des Internets und der zunehmenden Beliebtheit mobiler Endgeräte in den nächsten Jahren vervielfachen.
Laut einer Studie von The ARC Group gibt es weltweit 428 Millionen Mobiltelefonnutzer und "nur" 241 Millionen Internet-User. Bis zum Jahre 2003 soll die Zahl der mobilen Internetkunden auf 1 Milliarde steigen. Im Zuge der Globalisierung ist die Mobilität ein entscheidener Wettbewerbsfaktor, und die Handys der neuen Generation ermöglichen den Austausch von Informationen zu jeder Zeit und von jedem Ort.

Schlüsseltechnologien:

WAP ist der Beginn des mobilen Informationszeitalters und stellt einen Standard für mobile Endgeräte dar. Der Megatrend WAP hat zuletzt auf CeBIT-Messe in Hannover für Ausehen gesorgt, doch schon 1997 schlossen sich insgesamt 120 Hardwarehersteller, Softwareentwickler und Netzbetreiber sowie Diensteabieter zusammen, um eine Norm zu entwickeln. Die aktuell benutzte Programmiersprache um Internetseiten auf das Handy zu übertragen, ist die sogenannte Wireless Markup Language. Der WML Sprache wird aber keine Überlebenschance eingeräumt, da durch die verbesserten Übertragungsgeschwindigkeiten der HTML-Standard (Programmiersprache im Internet) auch für mobile Geräte in wenigen Jahren erreicht wird.

Ein weiterer Trend, der aber noch in den Kinderschuhen steckt, ist die kabellose Kommunikation zwischen Mobilfunkgerät und Hardwareeinheit. Bluetooth heißt hier das Zauberwort. Der Einsatz dieser Technologie erreicht ganz neue Dimensionen. So ist es beispielsweise denkbar, daß das Handy zur Bezahlung in öffentlichen Verkehrsmitteln eingesetzt wird. Der Kunde kauft beispielsweise keinen Fahrschein mehr, sondern initiiert die Kommunikation zwischen seinem Mobilfunktelefon und der Bluetooth-Empfangsstaion im Bus oder der Bahn. Der Empfänger erhält sofort eine Bestätigung bei erfolgter Zahlung. Mit Bluetooth wird der M-Commerce nochmals einen Schub erhalten, weil eine Vielzahl von neuen Geschäftsfeldern im Umfeld des mobilen Telefons entstehen und die Benutzung einfach und bedienerfreundlich sein wird. Es ist indes nur eine Frage der Zeit, bis immer weiter perfektionierte mobile Endgeräte eine Flutwelle des m(obile)-commerce auslösen werden.

Übertragungstechnik:

Der Schlüssel zum Massenmarkt liegt in der Übertragungstechnik. Gegenwärtige Techniken reichen nicht aus, um großen Datenmengen zu transportieren. Derzeit können mit einem verbesserten Codierungsverfahren und einer optimierten Fehlerkorrektur nur 14400 Bit pro Sekunde übertragen werden. Schon im Sommer diesen Jahres wird der neue Highspeed Datendienst General Packet Radio Service eingeführt, um Übertragungen von Internetseiten mit einer Geschwindigkeit von 115Kbit/s zu ermöglichen. Der Vorteil bei diesem System ist, daß die Daten in Paketen gesendet werden und damit das Funknetz nur belasten, wenn Daten tatsächlich fließen.

Immerhin kann mit diesem Service eine Standverbindung zum E-Mail-Server aufgebaut werden, und eingehende Nachrichten werden sofort übertragen. Der endgültige Durchbruch wird mit dem neuen, internationalen Mobilfunkstandard UMTS (Universal Mobile Telecommunications System) erwartet. Die dritte Mobilfunkgeneration bietet weltweite Kompatibilität und hohe Datenübertragungsraten. Theoretisch sind bis zu zwei Megabit pro Sekunde möglich. Somit ist der Weg dann für Mulitmedia-Dienste, mobiles Internet, Videokonferenzen und interaktive Serviceleistungen frei. Voraussichtlich wird UMTS im Jahre 2002 eingeführt.

UMTS wird auch eine Revolution im Finanzdiestleistungssektor auslösen. Mit der mobilen digitalen Signatur können von jedem Ort der Welt Transaktionen auf dem Konto oder an der Börse ausgeführt werden. Die elektronische Unterschrift wird dabei auf der Smart Card im Handy hinterlegt und legitimiert so den Handybesitzer. Die Sicherheit der kundenindividuellen Daten ist laut einer Untersuchung der Marktforschungs- und Beratungsgesellschaft Giga Information Group zum heutigen Zeitpunkt noch nicht ausreichend gewährleistet. Die Firma rät den Verbrauchern deshalb noch zur Zurückhaltung bei der Nutzung dieser Services bis die Sicherheit vollkommen gewährleistet ist.

Die Marktführer im M-Commerce

Cisco Systems - Netzwerke/Optimierung von Datenübertragung
Oracle - Weltmarktführer im Bereich Datenbanken
Sun Microsystems - Java-Software, Internet Server
Qualcomm - CDMA-Technologie / Breitband-Übertragungsstandard für Mobilfunk (USA)
Vodafone-Airtouch - Mobilfunknetzbetreiber
Ericsson - Hersteller von Mobilfunktelefonen, Mobilfunknetzinfrastruktur
Nokia - Hersteller von Mobilfunktelefonen, Betriebssysteme, Mobilfunk-Netzinfrastruktur
3Com - Mobile Endgeräte (Palm Computer), Netzwerke
Phone.com - Entwickler des WAP Microbrowsers, Lizenzgeber für WAP

Votum:

Viele dieser Titel sind bereits sehr gut gelaufen und hatten eine Top-Performance innerhalb der letzten zwölf Monaten. Doch der Boom des M-Commerce steht uns erst noch bevor. Die Marktführer werden auch in den nächsten Jahren ihre Stellung behaupten, zumal diese Firmen die Entwicklung vorantreiben und über eine Menge Kapital verfügen. Nicht umsonst hat Cisco Systems letzteWoche Microsoft als "wertvollstes Unternehmen" hinsichtlich der Marktkapitalisierung an der Börse abgelöst.

Also ist es noch längst nicht zu spät, in diese Wachstumsbranche einzusteigen. Leichte Kursrückgänge bieten dabei eine ideale Einstiegschance.

Tipp: Der Anleger sollte bei seiner Investment in Wachstumstitel immer auf drei Punkte achten:

1. Immer auf den Marktführer setzen
2. Ist das Management gut?
3. Welche Zukunftschancen hat die Branche?

8.4.2000







hab ich bei tradewire gefunden.
da sieht man mal, wie unbekannt INSP noch immer ist. die schreiben nen bericht über wap und erwähnen INSP nicht mit einem wort
oder ist das schlechtes research

[wurbala]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[zuendi]

klar ist es gutes zeichen.
wer INSP heute noch nicht kennt, der muß sie morgen kaufen hehe

die zeit nehme ich mir soweiso. hab ja nicht den kurssturz von 138 auf 40 mitgemacht, um jetzt die flinte ins korn zu werfen.

die zeit arbeitet für uns.


wieviele handybesitzer soll es 2003 weltweit geben?
in irgendeiner studie hab ich 1mrd gelesen; neulich hat nokai 1,4mrd geschätzt.

wenn die marktdurchdringung der inet-fähigen handys in 2003 bei nur 20% liegt (also 280mio) und INSP einen marktanteil von 40% hat (also 112mio kunden), dann macht das bei $1,5 pro nutzer pro monat einen jahresumsatz von $2mrd hmmm lecker
und das nur aus der wireless-sparte....die anderen geschäftsfelder völlig aussen vor.

oh man....das ist aus heutiger sicht unvorstellbar, oder?


ich muß mich wohl bald ans nachkaufen machen. bei den zukunftsaussichten hab ich definitiv zu wenig INSPanteile.


ein träumender
zündi

[Softbankler]

Und Du meinst, da ensteht keine Konkurrenz ?

Yahoo stürmt los, und die sind ein Koloss ! Die werden einiges an Marktanteilen gewinnen. Auch andere Firmen legen los...


Und vergesst nicht, das INSP immer noch eine MCAP hat von 11 Milliarden $ ! Also 5 mal höher als die von RED HAT, doppelt so hoch wie die von VERTICALNET, höher als die von ARIBA, doppelt so hoch wie die von COMMERCE ONE und anderen qualitativ hochwertigen Internets.

Deswegen bin ich vorsichtig.

[zuendi]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[zuendi]

übrigens, wenn ich schreibe: "...INSP einen marktanteil von 40% hat.."
dann impliziert das doch wohl, dass ich in zukunft von konkurrenz ausgehe!

sonst hätte ich 100% geschrieben


zündi

[HBraun]

Hi Zündi!

Bin seit heute auch ein Infospaceler und sehr glücklich damit, auch wenn`s nochmal runtergeht.
Wo wir gerade beim Thema Konkurrenz im weiteren Sinne sind: Was hältst Du von Aether Systems? Die beobachte ich auch schon
seit einer ganzen Weile, und muß sagen, sie gefallen mir nicht schlecht. Allerdings sind die noch fett in den roten Zahlen.
Ciao, Heiko

[zuendi]

passend zur thread-überschrift

InfoMove Teams With InfoSpace To Deliver Location-Based Wireless Internet Services in Automobiles

InfoSpace`s wireless Internet platform enables InfoMove to deliver localized and personalized information services tailored for the driving environments

REDMOND, Wash. and KIRKLAND, Wash.--(BUSINESS WIRE)--May 30, 2000--InfoMove, the first company to deliver real-time, personalized and location-based Internet applications to enhance the driving experience, today announced a strategic licensing partnership with InfoSpace (Nasdaq:INSP - news), a leading global provider of information and commerce infrastructure services for wireless devices, merchants and Web sites.

InfoSpace will provide InfoMove with a comprehensive suite of wireless Internet services, enabling InfoMove to enhance its location-based information tailored for the driving environment.

InfoMove has chosen InfoSpace`s wireless Internet platform to deliver personalized and localized information such as restaurants and hotels, weather, stock quotes, horoscopes, calendars, e-mail, directories and maps.

``InfoSpace`s wireless Internet platform gives us the ability to deliver location-specific information to drivers,`` said Peter Holland, president and CEO of InfoMove. ``We have teamed with InfoSpace because they are a leader in providing the most comprehensive personalized and localized wireless services to mobile users.``

``We are setting a new standard for the industry by providing the most comprehensive suite of services that`s fit for any environment,`` said Naveen Jain, chairman of InfoSpace. ``Together with InfoMove, we`re changing the way mobile users receive specific information based on their preferences and location.``

InfoMove enables location-based wireless Internet information to be delivered into the car on palm-sized and handheld PC devices and WAP cell phones. Using InfoMove`s service, drivers and passengers receive location based, vehicle-related applications such as geo-located traffic data, turn-by-turn driving instructions, real-time vehicle diagnostics and monitoring, maintenance alerts, emergency assistance and concierge services.

About InfoMove

InfoMove is the first company to deliver real-time, personalized and location-based Internet applications to enhance the driving experience. InfoMove applications include real-time and predictive traffic, audible turn-by-turn directions, wireless vehicle diagnostics, maintenance alerts, emergency services, location-based advertising and text-to-speech enabled e-mail capabilities. InfoMove private labels its content and services to Internet portals, automotive suppliers and manufacturers, mobile computing device manufacturers, and vertical Internet destination sites.

InfoMove was founded in 1998 and is headquartered in Seattle. It has strategic relationships with content providers, technology developers and device manufactures, such as BSQUARE, Etak, University of Washington and Casio. The company is working with leading automotive and device manufacturers to deliver this unique solution to customers in Q3 2000.

[zuendi]

jacknabbit.com, InfoSpace Partner to Extend Instant Scheduling to Millions of Merchants; Real-Time, Online Appointments Mark New Era of Advanced Customer Convenience

ISSAQUAH, Wash.--(BUSINESS WIRE)--May 30, 2000--Real-time, online appointment scheduler jacknabbit.com announced today an alliance with Internet giant InfoSpace, extending its leading scheduling technology to InfoSpace`s extensive affiliate network of merchant banks, regional bell operating companies, wireless carriers and Web sites, among others.

The marketing alliance will enable merchants to offer online appointment scheduling to their customers 24 hours a day, seven days a week, for services ranging from haircuts to doctors appointments to auto repairs.

Once a jacknabbit.com-enabled business is located in a search through InfoSpace`s infrastructure services for wireless devices, merchants and Web sites, customers of InfoSpace`s merchants will only be an icon-click away from scheduling an appointment with that business, using jacknabbit.com`s proprietary technology.

"When we looked at jacknabbit.com, we saw a company that was a leader in a very hot emerging Internet technology," said Naveen Jain, InfoSpace Chairman and Chief Strategist. "With this online appointment scheduling tool, we now have an edge in providing the best service to businesses and the community."

The technology in jacknabbit.com is a direct result of customers wanting a quicker, more convenient way to interact with businesses, according to jacknabbit.com CEO/COB Richard Schulenberg.

"We are allowing customers to schedule their appointments in the most efficient way possible," said Schulenberg. "The versatility of jacknabbit.com allows it to be used anywhere, at anytime, by anybody.

"We are pleased to have partnered with InfoSpace, who shares our desire to bring customers closer to businesses."

About jacknabbit.com

jacknabbit.com is a revolutionary way to schedule appointments, reservations, services, people and equipment online, in real-time. The privately held company offers its proprietary Internet-based scheduling system to service-oriented businesses as a way to increase productivity and customer loyalty, while significantly reducing scheduling costs. Since its launch in February, jacknabbit.com has attracted local businesses and national franchises in industries including: automotive centers; physicians; medical laboratories and clinics; vacation resorts; equipment rentals; sport clubs; golf centers; and beauty spas/salons. Owned by Appointime, Inc., jacknabbit.com is headquartered in the heart of the high-tech corridor near Seattle, 22605 SE 56th St., Issaquah, WA 98029.

[zuendi]

Wireless Web, the next wave

"The wireless Net is getting more attention," said Jack Ripsteen, an analyst at Chase H&Q. Moreover, it`s becoming increasingly clear that to capitalize on the growth of the wireless Internet opportunities, companies must have a strong relationship with carriers. To this end, InfoSpace is well positioned, he said. Shares of InfoSpace jumped 4 15/16, or 12 percent, to 46 7/16.

Just last week, InfoSpace inked a deal with Telesystem International Wireless to create wireless portals for cellular operators and ISPs in Brazil.

Inktomi, another Net infrastructure company that`s positioned to provide the underlying infrastructure for the wireless Web, saw shares jump 16 5/16, or 16 percent, to 118.

Aether Systems, which mobilizes applications, saw shares jump 24, or 21 percent, to 142 3/4. "Marquis customers are moving into production ahead of schedule, suggesting to us potential upside surprises in the near term," said Marianne Wolk, an analyst at BancBoston Robertson Stephens.


http://cbs.marketwatch.com/news/current/net.htx?source=htx/h…

[:-)))]

Hi INSP´ler,

ich hab´ vor ein paar Tagen einen Call auf INSP ins Depot aufgenommen, natürlich einen sehr spekulativen, wer INteresse hat :

573402 Basis 140 Euro bis 31.03.01 - ich denke der bringt viel Spass...vorgestern zu 0,45 gekauft...

Grüße AL

[venturecapital]

alter schwede, der schein ist aber hardcore-zocken. was hat denn der für ein bezugsverhältnis? bei 1:100 muß INSP am 31.3.01 bei 144,10 stehen, damit du +- 0 bist. aufgeld von über 200% ist nun auch nicht gerade billig.
wünsche dir jedenfalls viel glück damit!

gruß
V.C.

[zuendi]

http://www.askmerrill.com/mlol/common/GetDocument.asp?docid=…

merrill lynch vom 31.05.

Infospace entered into a reseller agreement with Telesystem International Wireless (TIW) late last week. TIW will resell all of INSP`s services in Brazil to cellualar operators and ISP`s. TIW is a global mobile operator with an operating interest in Brazil`s fifth largest mobile operator. TIW will establish a separate company to resell INSP services.

The agreement totals well over $10 million per year for three years. It is exclusive although INSP has the right to back out after year 2. We applaud management`s decision to pursue the Latin American market via a reseller agreement. Management believes that while the Brazilian Internet market represents a very big opportunity, it is still in an embryonic stage. Europe and Asia continue to be the areas of near term focus.

We reiterate our Buy rating and continue to believe that INSP is the best positioned company to become the `operating system` of the wireless Internet. This contract continues to strengthen our conviction in our estimates for this year and FY 2001.

[zuendi]

Naveen Jain Chairman & Founder Infospace.com
Thursday, Jun. 1, 2000



Hi, this is Marc Holland. There are few companies as interesting and groundbreaking as Infospace. Founded in 1996, the company was quick to hone in on the concept that no megasite or portal or major content player could make it without an abundance of content. And so Infospace became the number one supplier of content to such leaders as AOL, Microsoft, Lycos, and Playboy.

The company is best known for its Internet yellow pages, white pages and classifieds, and now Infospace has turned its energies to the wireless Web.

HOLLAND: Joining me now to discuss the company’s wireless strategy is Naveen Jain, Chairman and Founder and Chief Strategist for Infospace.com.

So Naveen, you’ve set your sites on wireless delivery. What specifically is Infospace’s vision for the wireless Web?

JAIN: Well, essentially we set our eyes on wireless about 4 years ago when we started the company, so when I left Microsoft, our vision was very simple. We wanted to dominate the universe, right? And we said the way to dominate the universe is essentially build a set of services that will help consumers do what the consumers want to do, and help merchants do what the merchants want to do, because the world can only be divided into two parts: the consumers and the merchants. Right?

HOLLAND: Right.

JAIN: And in doing this, our belief was very simple. In every revolution, the companies that are successful in the long run are the infrastructure companies, rather than the companies who go out and touch either the consumer or the merchant site.

So we made a decision early in the days that we will never touch the consumer directly and we will never touch the merchant directly. So we were going to work with the companies that touch the consumers and we’ll work with the companies that will touch the merchants.

In the consumer space, we decided we were going to work with, obviously, the high traffic sites like AOL, Netscape, Microsoft, and we’ll work with the wireless carriers like AT&T, Verizon or SBC, GTE type of companies. And that’s where actually our whole belief came in.

And the next thing that we looked at was that ultimately there will be more people using the non-PC devices than the PC devices. Because a PC is very hard to use and all about being productive, rather than utilitarian. So we essentially were very focused on building the services that will work on your cellular phones, on your pagers, on your PDA, on your television or any kind of device, including a PC.

HOLLAND: Are you saying that wireless is the killer app?

JAIN: Well, in some senses, it’s not the wireless that’s a killer app. What is a killer app is allowing people to do anything – when I say anything, I mean communication, commerce, managing their life, accessing information, from any device, any time, anything that they want to do.

And that particular app, that means allowing people to be able to manage their life from their cell phone, from their pager, from their television, from their PCs without ever having to look at these things as separate devices. They all become the tool for how we access or how we communicate or how we conduct commerce.

HOLLAND: So we’re talking about convergence now?

JAIN: In fact, the convergence is what is really happening and the convergence is, you know, in some sense, convergence is happening in the hardware and the convergence is happening in terms of the services. So then you look at the hardware, and in the very near future, you will not have to carry devices like your cell phone, your pager and a PDA. Because all these things will merge into one single device, call it what you want, but it will be much closer to a cell phone than anything else.

HOLLAND: How specifically will the wireless Web change people’s lives and the way they research, the way they buy things, the way they sell, and the way they communicate? Give me a picture of the future.

JAIN: Fundamentally it’s very, very different. And that is another thing for which I’m going to go need to go back to the history, before I answer your question, and specifically, look at every single time there has been a paradigm change.

Whether you look at the paradigm change when the Internet became mainstream, or you look at the paradigm shift when it changed from mainframe to PCs, every single time there was a paradigm change, the conventional wisdom was always wrong. Right?

And I think the wireless Web is a complete paradigm shift in terms of how people are going to be doing things, how people are going to be communicating or conducting commerce. So the conventional wisdom is that current Internet players, whether it’s Yahoo or AOL or the others, can essentially deliver the services on the wireless Web. But that will never happen because the services that you need for the wireless Web are very different. You need a very different application, for a different user.

Now I’m going to answer your question: specifically what are they?

HOLLAND: Okay.

JAIN: Okay. Let’s assume I want to send a message to Marc and I want that message to be delivered to Marc, and Marc does want to receive a message from me because Marc knows that today an urgent message is going to come from Naveen, right?

HOLLAND: Right.

JAIN: I have no idea what your cell phone is. I don’t know if you have a pager or a PDA or your fax machine, anything. I simply send you a message. It’s a person to person communication that allows my message to be delivered to your cell phone, or your pager, or your PDA, or your email, or your PC as an instant message.

And you can literally take any device and reply back to my message. It will show up on any one of my devices. So now we’ve taken the concept of instant messaging which, on the Internet meant my PC communicating with your PC, and them falling in love just like people falling in love with each other, right?

HOLLAND: Uh huh.

JAIN: So we took the concept of PC to PC communication and made it a person to person communication. That way people can communicate with each other irrespective of what device they are using.

Similarly, now I’ll give you an example in terms of how information changes, how you will transact. I’ll give you two examples of that.

One is I’m on my cell phone deciding that I need to go eat and looking for an Italian restaurant nearby, right? At that point, not only I see the restaurant in my neighborhood, I also see the five restaurants that will currently offer a 15% discount only to Marc, because they want Marc to be their customer. And when Marc goes there and eats, nobody knows that you are going to get 15% off, including the person who’s is seating you, otherwise he will seat you very close to the kitchen, right?

HOLLAND: Right.

JAIN: But you go eat there. You spend $500. Next time you see your credit card statement, the promotional discount is already deducted from your credit card. It links to your credit card. That means if Ann wants to go eat and have that promotion, it will not work for her. It will only work for you, targeted to you, and specifically designed for you.

HOLLAND: Fascinating.

JAIN: I’ll give you a second example. I was at Good Guys and wanted to buy a digital camcorder. I really liked the Sony, and the price was $1999. I would normally just pick up that camcorder and buy it. But I happened to have a cell phone, and I simply typed the UPC code of that particular camcorder on my cell phone. It came back and told me that I could literally buy this camcorder for $1465 from one of the on-line sites.

I took that result to my salesperson and I said, "I can buy this digital camcorder for $1465. Why are you charging me $1999?"

He looked at me for a second. He said, "Damn this Internet. How am I ever going to make money?"

He goes to his PC, he punches a few keys, he comes back to me, he says, how about $1500 right now? And I said I’ll take it. I saved myself $500 by having the right information at the right point, having my device, right?

HOLLAND: Fascinating.

JAIN: Now, alternatively, with just one single click, I could have said buy it for me and at that second, I could have bought it right from my cell phone without ever having to type any information. And that camcorder would have been shipped to my house with one single click from the cheapest site.

HOLLAND: How does Infospace make money off the wireless Web? What’s the business model for you guys?

JAIN: The business model is we are one of the few companies, if not the only company, that, in fact, makes money from the wireless Web.

So what we do is we provide communication services, services that allow consumers to manage their lives with this address book, calendar, email. Or we provide the information that people need on their mobile devices, the commerce services, on a private label basis to the carriers. That allows the carrier to keep their customer by offering them a sticky solution.

Our services allow our carrier partners to generate $10-15 per subscriber because they acquired that customer. And these carriers pay us $1-3 per subscriber, per month for using the services powered by us, run by us, built by us, hosted by us.

In addition to that, we are the only company in the world that allows a carrier to share in the transaction revenue, not just on-line, but off-line. The example that I was giving when Marc goes and eats at the restaurant, I get a piece of that revenue – gross revenue and share with that partner.

Now imagine we all spend $3.7 Billion every year in the off-line world. If somehow I can insert myself in a piece of the transaction that’s happening in that off-line, I can start sharing that with carrier partners. Now I’m allowing a carrier, instead of being a pipe, to become a transaction mechanism.

So these cell phones are no longer just a voice. The information devices become the transaction devices and the commerce devices. So not only can I purchase the item, I can now take this cell phone, scan the item, use it as debit card, use it as a prepaid card. I can go to the grocery store, scan the item, pick up the cereal box and get out without ever having to worry about it. It automatically gets charged to my prepaid limit.

HOLLAND: So does the smart card stand a chance against these wireless devices?

JAIN: Well, the smart cards essentially are going to be built into these cell phones. If you look at all of the GSM phones, they all have a smart chip built into that, which is a personal thing, right? So in some sense the smart card is there, but the phone is the smart card.

HOLLAND: This has been Part 1 of our exclusive, one on one interview with Naveen Jain, CEO, President, Chief Strategist, the man, the myth behind Internet-leading company Infospace.

Stay tuned next week, as we bring you Part II, where we look at the man himself. I’m Marc Holland.


das kompletten text gibts hier: http://www.itradionetwork.com/scripts/jain.html
nächste woche soll part II folgen

[zuendi]

06/01/00: One On One With Steve Shivers, V.P.,InfoSpace.com



PAUL KANGAS: Shares of InfoSpace.com (INSP) rose over 15 percent today on strength in Internet stocks. The company is not a household name, but if you’ve used the Web, chances are you’ve used their services. Steve Shivers of InfoSpace talked to Scott Gurvey about his company and its future as the Internet goes wireless.

STEVE SHIVERS, VICE PRESIDENT, INFOSPACE: The company was founded in 1996 to be an infrastructure company for this huge merging phenomenon of the Internet and it was founded on the recognition that there’s all of these sites proliferating, all of these new devices proliferating, all of these new means of passing information back and forth. And what was needed is a tool kit for doing that and InfoSpace provides that tool kit to the market so leading sites like AOL, MSN, Lycos Go Network, more than 2,000 Web sites use InfoSpace services. So most consumers who are using the Web use InfoSpace services often without knowing it because it’s under the branding, under the look and feel of our partners and that’s what InfoSpace does. We help our partners build a better relationship with their customers by having stickier, deeper content. Today we have 90 percent reach of the Internet. On a traffic basis we are about 2 million, excuse me, about 600 million pages in the top 20 Web sites. So most of that traffic is coming to InfoSpace through our partner sites still. So we’re a brand behind the brand.

SCOTT GURVEY, NIGHTLY BUSINESS REPORT CORRESPONDENT: And how does the business model work? Are you paid by transactions? Are you paid by the referrals?

SHIVERS: Well, the business model works in that we get, we customize services for them as they see fit and they certainly compensate us for that. But we share in the new revenue created. So a new wireless customer may be able to, over time, generate $10, $15 of incremental revenue through these services. Maybe it’s by shopping. Maybe it’s by getting coupons and transaction revenue. Other means of revenues are created so if there’s $10 to $15 created, somewhere in the $1 to $3 dollar range might be what InfoSpace takes and three to—or, excuse me, four to five times that is what a carrier can generate off these services.

GURVEY: And you actually turned around and posted a modest profit for the first time, I think?

SHIVERS: Yes. We’re one of the few profitable infrastructure and Web companies out there.

GURVEY: Is that a dangerous position to be in, I mean, the best in profit?

SHIVERS: Well, it’s actually, well, it’s a good time to be a profitable company in this space right now, absolutely.

GURVEY: Right now the wireless, at least that I’ve seen, is limited, very limited.

SHIVERS: Yes.

GURVEY: Do we have a need to get beyond that before this thing really takes off and virtually everybody’s carrying around a wireless device?

SHIVERS: We sure do. The biggest thing that needs to happen is new business models have to be created. If you think about the way services are evolving today on a Web, wireless Web device, maybe you can get some content, maybe you get your e-mail or your calendar. Well, that’s fine except the only person that can pay for those services is you as a consumer. What’s needed is a way for merchants to be able to participate in this phenomenon so merchants can fund this. If you look at radio, if you look at television, if you look at the original Internet, what’s unique about all those things is all of those things are funded, they’re free to you as a consumer because they’re funded by the merchant. Well, the wireless Internet has to be that way to be successful, as well.

GURVEY: Thank you. Steve Shivers, InfoSpace.


http://nbr.com/trnscrpt.htm#STORY1

[keinpetersen]

moin zuendi!

also infospace bekommt ein bis drei dollar pro nutzer pro monat von den telefongesellschaften.

1. mit wievielen potenziellen Nutzern, die infospacedienste nutzen ist bis 2003 zu rechnen? Wie hoch koennte in etwa der Marktanteil von infospace sein?

2. infospace liefert u.a. die inhalte. ich sehe jedoch das Problem, daß für diese auch gezahlt werden muß! Wieviel bleibt dann pro 1- 3 dollar übrig? es ist doch gerade das problem der heutigen zeit, daß informationen immer besser vermarktet werden und somit ständig im preis steigen. hier sehe ich erhebliche probleme für die gewinne von infospace. macht es da nicht aol am richtigsten?

insoweit könnte es doch sein, daß die rechnungen wie im b2b bereich leider voellig falsch sind.

3. könnte es nicht sein, daß die großen informationsanbieter der welt infospace als vermittler über eigene portale ausgrenzen, wie b2b? ist es später für infospace also nur noch wichtig, die software zu liefern?

ich selber finde die aktie supigut, denke aber daß wir kritisch bleiben sollten!! es wurden schon zu viele ideen zerschlagen, oder?!

[:-)))]

Hey V.C.

ich mag es manchmal sehr spekulativ, und in diesem Fall mag die Rechnung sogar aufgehen, der Schein liegt bereits bei 78 Cent...*freu*....wenn´s so weiter geht, dann ist der Urlaub sicher...

Grüße AL

[zuendi]

s....ähh..keinpeternsen, neue ID?


zu 1) die schätzungen für handynutzer reichen von 1mrd bis 1,4mrd in 2003 (quelle nokia usw). in japan hat man heute schon eine marktdurchdringung von 18%. für 2003 kann man wohl getrost von mindestens 35% ausgehen.
heißt also, 350mio-490mio wirelessinternet user in 2003. da INSP schon heute (laut merrill lynch) 80%(!!!) der carrier in den staaten und 50% der europäischen carrier unter vertrag hat (obwohl meines wissens die nicht alle die INSPplattform verwenden), wird INSP wohl auch in zukunft einen hohen marktanteil haben. ich rechne mit ca 40% (mal so quer über den daumen). es wird also auch noch andere player geben.
bei 40% marktanteil macht das also 140-196mio nutzer der INSPplattform. wenn man das dann mit 1,5$ (schnitt der zahlungen an INSP durch die carrier---> 1-3$) und mit 12monaten multipliziert, dann kommt da irgendwas zwischen 2,5mrd$ und 3,5mrd$ an umsätzen raus.

eigentlich sollte die marktdurchdringung der internethandys noch größer sein. wer kauft schon in einem jahr noch ein handy ohne internetfähigkeit??


klar, das ist alles nur zahlenwerk und genau voraussagen kann man das eh nicht, wer weiß, was in einem jahr ist.... aber es zeigt halt die chancen auf.

zu 2) wie das mit dem content aussieht, weiß ich leider auch nicht genau. konnte nichts genaues dazu finden. werde die IR nochmal anschreiben.
aber im internetbereich zahlen die abnehmer ja auch für den INSPcontent und bekommen nicht auch noch geld obendrauf. INSP liefert ja nicht nur den content an bspw at&t oder vodafone, sondern auch an die konkurrenten AOL, lycos etc., die diesen dann auch aufs handy knallen. von denen bekommt INSP auf alle fälle geld.

zu 3) klar könnten die infoanbieter INSP im contentbereich auf den pelz rücken. INSP ist ja hier praktisch nur reseller. sie kaufen den content bei anderen firmen, bereiten ihn entsprechend auf, und liefern ihn dann bspw an AOL. der vorteil für die protale (zB AOL) liegt halt darin, dass sie alles aus einer hand bekommen und ihnen eine menge arbeit abgenommen wird.

klar, die infrastruktur dienste sind sicherlich am wichtigsten. besonders im wireless bereich liegt hier mit den angesprochenen 1-3$/user/monat die größte phantasie.



vergessen darf man auch nicht den commerce bereich beim wireless. obwohl ich dem m-commerce eigentlich nicht viel zutraue (könnt ihr euch zB vorstellen, mal einen fernseher per handy zu ordern??), hat INSP hier ein paar sehr gute ansätze. siehe dazu auch das interview von gestern: http://www.itradionetwork.com/scripts/jain.html



wie auch immer. dass INSP ein äußerst spekualtives investment darstellt, ist wohl allen klar. für mich überwiegen aber die chancen. man kann sie sogar als übernahmekandidanten sehen, wenn man an die verträge mit den ganzen carriern denkt. hier könnte sich ein größerer, finanzkräftiger player mit einem schlag an die spitze im wirelessinternet bereich katapultieren.


die verträge mit den carriern laufen jedenfalls erstmal (alle zwischen 1 und 3jahren) und die garantieren INSP halt 1-3$ plus einen fixbetrag. wem die aktie zu spekulativ ist, der wartet halt erstmal ein paar monate ab, wie die ganze sache so anrollt. vor ende des jahres (wahrscheinlich sogar noch später) rechne ich in den staaten eh nicht mit einem großen run auf das wireless internet, obwohl einige in den amiboards schon bei der einführung der AT6T dienste von überfüllten AT&T-stores berichteten.




zündi

PS: alle infos ohne gewähr; eigenes research ist in

[FloTrader]

Hi Leute,

also Zuendi, du hast das mal wieder glänzend zusammengefasst.
Ich sehs genau so wie du, ein Wert mit hohem Risiko aber unglaublichem Potential!
Das ein anderer InfoSpace übernimmt, hoffe ich aber nicht! Dürfte auch kaum gehen, daß alleine Naveen Jean schon große Anteile an INSP hällt.

Ich hoffe, daß InfoSpace auch die großen Carrier in Europa bald unter Vertrag nehmen kann (France T., Deutsche T.)!

Charttechnisch denke ich daß die Bodenbildung ziemlich ausgereift ist und das bei 40 ne große Unterstützung liegt!
Also ich sag mal, die trendwende könnte geschafft sein.

Ich habe letzte Woche mal an die IR von InfoSpace gemailt! Sie haben auf meine Fragen wie folgt geantwortet:

1) When will infospaceindia.com be launched?
It shoud start in the early Q1 2000 (press release in october 1999)- We are still working on establishing our presence worldwide
and will have more news on this coming soon.

2) When will infospace start in germany/europe with wireless services / Directory?
We already have a strong presence in the UK and expect to agressively expand to other countries.

3) When InfoSpace will get Deutsche Telekom, France Telekom, TIM as a partner?
We are always talking to our partners and should have some announcements coming soon.

4) In the press release according the US WEST-Deal I read that InfoSpace will deliver the platform to the US WEST - Page, but
the plattform is offered by Joydesk.com! How can I understand this?
InfoSpace provides the platform for their wireless Internet services. Joydesk is a niche provider and is an offering in addition to the
one they deliver their consumers that is powered by InfoSpace.

5) Do you see any competition of the companies iiimobile and joydesk.com?
We do not see any competition from these companies.

Grüße

FloTrader

[keinpetersen]

Danke für Deine ausführliche Antwort. Endlich findet mal eine Diskusson mit Hintergrund statt. Klar machen wir unsere größten Gewinne mit Risiko und lückenreichen Informationen. Sonst wäre das Spiel auch langweilig. Ich wollte nur zu bedenken geben, daß das mit dem Marktführer in vielen, den ertragreichen Bereichen, zu schnell geschossen war. Stimmt der Trend, der sich heute nun über der 200 Tg L zu festigen scheint, ist es eh nicht sooo wichtig. Gibt`s aber Ärger in den USA, können Zahlen und echte Marktführerschaften eben wichtig sein, oder?!

[zuendi]

hmm Flo, dass jain nicht verkaufen würde, da bin ich mir nicht so sicher. seine frau bezeichnete INSP zwar unlängst als ihr 4. kind *lol, aber jain hat auch schon früher immer wieder betont: everything is for sale....wenn nur der preis stimmt.


aber ich hoffe, dass er uns das nicht antut



zündi

[zuendi]

merrill lynch ist mal wieder am werk:

Shares of Yahoo rose $8.94 to $129 and shares of America Online rose $2.69 to $55.69 after Merrill Lynch Internet analyst Henry Blodget named them as established companies that would be good investments. In a speech at Merrill`s New York office, Blodget said that Internet stocks are likely to have a rough summer and ``only the strong will survive.``

Other companies Blodget named as good investments included Amazon.com, up $4.56 to $54.75, eBay up $5.06 to $72.44, HomeStore.com up $2.69 to $30.44, Inktomi Corp up $12.47 to $132.47, Ariba up $7.38 to $66.25, and InfoSpace up $6.56 to $56.63. Blodget said that predicting a stock`s low may be difficult, but the middle of the summer could provide the best buying opportunity.

[FloTrader]

Habe was ganz interessantes auf www.teltarif.de gefunden.
In der Hoffnung, daß InfoSpace die Plattform stelt und zum ersten mal in Deutschland präsent wäre!

Abwarten, FLO


Interkom Online startet personalisierbare Internetportale

www.my-genion.de und www.loop-up.de mit festem und mobilem Internet-Zugang

Interkom Online, eine Tochtergesellschaft von Viag Interkom, stellt jetzt ihre ersten
personalisierbaren Internet-Produkte vor. Die Portale www.my-genion.de und
www.loop-up.de können sowohl über einen festen Internet-Zugang wie auch über ein mobiles
WAP-Handy genutzt werden. Damit will Interkom Online die mobile wie die feste
Internet-Welt zusammenbringen. Das Angebot startet am 5. Juni (my-genion) bzw. 9. Juni
(loop-up) und beinhaltet unter anderem ein personalisierbares WAP-Portal, kostenlose
SMS-Dienste und den Versand von E-Mails per Handy.
Die Inhalte sind -wie immer in unserer Zeit- an Menschen gerichtet, die dynamisch und
erfolgreich sind. Nachrichten und Serviceleistungen zu Lifestyle, Finanzen und Sport können
sowohl zu Hause am PC als auch unterwegs per WAP-Handy betrachtet werden. Beim Sport
stellt sich mir dann doch die Frage, ob Fußballergebnisse per WAP wirklich spannend sind.
Schliesslich waren die Fussballübertragungen per Kofferradio beim gemütlichen
Samstagnachmittag-Grillen auch nicht schlecht. Und besser werden die Spiele durch
WAP-Handys auch nicht.

[zuendi]

!

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[zuendi]

InfoSpace Teams With PictureIQ to Add Powerful Digital Photo Capabilities For Internet Appliances and Next Generation Wireless Devices

REDMOND, Wash. and SEATTLE, June 5 /PRNewswire/ -- InfoSpace (Nasdaq: INSP) (www.InfoSpace.com), a worldwide leader in providing infrastructure services for commerce, communication and information to wireless carriers, merchants and Web sites, and PictureIQ(TM) Corporation (www.pictureiq.com), the leading provider of picture editing and creativity solutions for the Internet and consumer electronics devices, today announced an agreement in which InfoSpace will integrate PictureIQ technology to provide digital imaging capabilities to wireless devices, Web sites and other Internet appliances.

InfoSpace will integrate PictureIQ`s powerful tools with its existing services for wireless carriers, Internet appliances and other Web sites to enable users to view, enhance, create and share digital images -- anywhere and on any device.

"We provide the platform for secure commerce, unified communication and integrated information that is defining and changing the way people use their wireless devices," said Naveen Jain, chairman and CEO, InfoSpace. "With this enhancement from PictureIQ`s technology, we will now be able to offer digital imaging capabilities on wireless devices and other Internet appliances, further enhancing our comprehensive platform that we currently offer to over 24 carriers worldwide."

"InfoSpace`s tremendous reach and its position as a leader in delivering the most relevant and useful Internet infrastructure services across an extensive distribution network of wireless carriers, merchants and Web sites make it a compelling partner," said Bill McCoy, president and CEO of PictureIQ Corporation. "Together, we are working to provide a powerful and easy-to-use solution so that Internet users everywhere will be able to enjoy, enhance, and share their photos on any Internet-enabled device."

[zuendi]

Cell-Loc teams with InfoSpace to deliver next generation location-based services to mobile devices

Partnership to integrate location information with InfoSpace`s localized commerce and information services

CALGARY, June 5 /CNW-PRN/ - Cell-Loc Inc. (TSE:CLQ - news), a leading wireless location-based services provider, today announced an agreement with InfoSpace (NASDAQ:INSP - news), a leading global provider of infrastructure services for communication, information and commerce for wireless devices, merchants and Web sites, that will result in the speedy roll out of advanced location-based wireless Internet services to mobile device users in North America.

Through the agreement, Cell-Loc will work with InfoSpace to integrate Cell-Loc`s highly accurate wireless location-sensitive technology with InfoSpace`s tightly integrated suite of commerce, communication and information services. This will enable the delivery of services that are customized to a wireless device user`s precise geographical location including traffic reports, directions to the nearest Italian restaurant and the ability to comparison shop and receive promotions from nearby merchants.

``This relationship is a major step forward in offering location-based wireless Internet services to consumers,`` said Dr. Michel Fattouche, president and CEO, Cell-Loc. ``By combining the vast resources of InfoSpace with our location-sensitive services, we are enabling a truly unique suite of mobile applications.``

``In order to realize the full potential of mobile commerce, Internet technology must be leveraged to drive customer traffic to traditional brick and mortar retailers and service companies, where 90% of consumer spending flows,`` said Naveen Jain, chairman and chief strategist of InfoSpace. ``The ability to pinpoint a user`s precise location is key to delivering these services and we will continue to partner with cutting edge providers of this technology in order to maintain our position as the leading provider of advanced wireless Internet infrastructure services.``

[Midas2000]

Hallo Keinpeterson und Zuendi,

da Euch das offensichtlich unbekannt ist, eine wesentliche Klarstellung:

Infospace kauft keinen Content ein, sondern verteilt Content und beteiligt den Content-Provider an den dadurch generierten Werbeeinnahmen.
Das Problem steigender Content-Preise wird es daher für Infospace nicht geben.


Viele Grüsse,
Midas2000

[internetti]

ALLTEL Selects InfoSpace`s Platform for Wireless Internet Services
Wednesday, June 7, 2000 01:01 PM


Customers Will Be Able to Communicate, Access Information, Conduct Commerce And Manage Their
Lives on Their Phones

LITTLE ROCK, Ark. and REDMOND, Wash., June 7 /PRNewswire/ -- ALLTEL has signed an
agreement with InfoSpace, a leading global provider of information and commerce infrastructure
services for wireless devices, in which ALLTEL will use InfoSpace`s platform of integrated wireless
Internet services to enable customers to access information, communicate and otherwise manage their
lives from wireless phones.

"With InfoSpace`s platform, ALLTEL can offer our customers a comprehensive and integrated set of
communications and information services," said Kevin Beebe, communications group president for
ALLTEL. "ALLTEL continues to be at the forefront of efforts to make wireless services simple, easy,
productive and convenient for customers."

ALLTEL and InfoSpace have jointly developed a "personal portal." Using InfoSpace`s unique wireless
Internet platform, the portal will be customized to ALLTEL customers` needs and allow them to choose
personalized, specific information from their wireless phones. The content and branding of the portal
will be controlled by ALLTEL.

InfoSpace will provide ALLTEL with reference services that access information about news, sports and
entertainment, and InfoSpace will provide community services such as maps and driving directions.

"This is a highly integrated service that puts everything just a few clicks away on a wireless phone,"
Beebe said. "Our wireless Internet will simplify life for customers by delivering the personalized
information they need to manage their lives and conduct business while on the go." Terms and
conditions of the agreement were not disclosed.

"ALLTEL is the first integrated communications company to use the InfoSpace service," said Arun
Sarin, chief executive officer of InfoSpace. "We are excited by the prospect of helping ALLTEL to
provide a converged wireline and wireless Internet offering."

Beebe added, "This agreement is part of our aggressive plan to roll out wireless Internet to the largest
parts of our customer base and to make a wireless Internet portal available to them by September."

ALLTEL, with more than 9 million communications customers, $6.5 billion in annual revenues and
24,000 employees, is a leader in the communications and information services industries. ALLTEL has
communications customers in 25 states and provides information services to telecommunications,
financial and mortgage clients in 55 countries and territories.




PR Newswire

[venturecapital]

InfoSpace Inc. Reiterated `Strong Buy` at Wedbush Morgan
6/7/00 10:51:00 AM
Source: Bloomberg News

Princeton, New Jersey, June 7 (Bloomberg Data) -- InfoSpace Inc. (INSP US) was reiterated ``strong buy`` by analyst
Scott P Sutherland at Wedbush Morgan Securities. The 12-month target price is $240.00 per share.

gruß
V.C.

[zuendi]

10:36 *SG Cowen Reiterates InfoSpace At Strong Buy, $155 Target (INSP)

source: newsalert

[zuendi]

und ganz akuell:

17:50 *Zündi Securities Reiterates InfoSpace At Strong Buy, $463 Target

[internetti]

Goldman Sachs reiterates coverage of INSP at Market Outperform
(Headline only) Briefing.com - 11:53 AM EDT

[zuendi]

hier noch ein akt. artikel, der nochmal klar macht, warum jain´s strategie im wireless bereich erfolgreich sein sollte:

AOL, wireless firms appear to be on collision course

A cold war is brewing between Net giant America Online and many of the biggest mobile phone companies, wireless industry insiders say.



The wireless carriers are spending billions of dollars to upgrade their networks for high-speed Internet access. Many of them see the dividends on this investment coming in the form of substantial control over their Net subscribers--becoming something that looks very much like a wireless version of AOL.

But their quest appears to be on a collision course with America Online`s own wireless ambitions, as well as the loyalties of its 22 million subscribers. America Online needs the cooperation of these carriers to bring its services to the airwaves. So far, phone companies` worries about AOL`s competitive power has kept these deals to a minimum, creating a simmering tension now underlying the two camps` relationships, insiders say.

"(The wireless carriers) clearly see AOL as a threat," said Jane Zwieg, executive vice president of Herschel Shosteck Associates, a wireless consulting firm. "Basically, (wireless phone companies) are a pipe, but they`re resisting that."

As they spend billions upgrading their networks and acquiring other companies, wireless companies are seeking new revenue streams that justify the high cost.

Britain`s Vodafone, for example, has purchased U.S firm AirTouch Communications, merged operations with Bell Atlantic to create Verizon Wireless, and is buying Germany`s Mannessman in the largest corporate merger ever. Other companies have followed suit with their own acquisition strategies, putting the industry as a whole on the hook for billions in both network upgrade and purchase costs.

Although the companies are enjoying a surge in revenues from voice services, wireless carriers see wireless Net access and potential revenues from e-commerce and Web content as new sources of profit.

But in order to do this, many of them believe they need to keep as much control of their customers` Web experience as possible. They`re building front-door, portal-like pages and charging millions for prime placement. And even companies such as Sprint, which has been among the most open in allowing access to a wide range of content, are spending heavily to brand themselves as subscriber`s first point of contact with the wireless Net.

The problem is that AOL has built its business around the same idea. And that could become a source of conflict as the lines dividing the two camps grow thinner.

"America Online owns subscribers," said Alain Rossmann, CEO of Phone.com, the company that provides Web software to many of the world`s wireless carriers. "That puts them in direct conflict with the carriers."

Vodafone CEO Chris Gent has been one of the wireless executives most upfront about the need to hold AOL at arm`s length.

"We want our portal and our customers with it. We`ll be happy to do deals with AOL and others, but at one step removed," Gent said in a recent interview with wireless publication RCR. "We want to control the customer interface. We won`t surrender this ground."

For its part, America Online says it`s more than happy to partner with everyone it can--as long as it retains its position as customers` primary contact. Simply providing access to AOL content, email, and ultimately instant messaging services over wireless links is enough, executives say. At least for now.

"I think necessarily at that stage when people are jockeying for position, people will worry about all kinds of scenarios," said Dennis Patrick, who heads AOL`s wireless division. "But we see there is plenty of opportunity, plenty of room for both sides."

AOL has signed a deal with Sprint PCS to allow access to AOL content, and Patrick said his company is negotiating with many other carriers.

The tension is likely to expand when AOL makes a more concerted effort to have its hugely popular instant messaging services carried on the wireless networks. In Europe, wireless short text messaging has proved wildly popular, providing a significant source of revenue for the wireless carriers.

AOL already has cut deals with wireless phone makers such as Motorola and Nokia to have its instant messaging service built into the handsets. But the service has not yet been picked up by many mobile phone carriers.

Some analysts have speculated that if AOL is kept off the wireless networks long enough, it could set up its own wireless phone service using network time purchased from smaller companies. Or, it may buy its own wireless company.

Patrick said the company "never says never." But this isn`t a particularly attractive option, he added.

"It`s a mistake for either side of the business equation to underestimate the other guy`s job," Patrick said. "It`s not a business we`re anxious to get into."


http://yahoo.cnet.com/news/0-1004-200-2040363.html?pt.yfin.c…

[zuendi]

und noch ne kleinigkeit von Stockwinners.com:


INSP

We are hearing rumors of good news from the firm. The stock has been quietly moving higher in the past two weeks,
having gained 34 percent since May 26. Recent positive announcements andfundamental indicators suggest that the bullish momentum may continue.
AT&T Wireless Services (AWE) recently launched its AT&T Digital
PocketNet wireless service, using INSP`s platform. Yesterday, Alltel
inked a deal with InfoSpace to use the company`s platform of integrated wireless Internet services to enable customers to access information from wireless phones. InfoSpace earnings continue to rise, having beaten the consensus estimate in each of the last five quarters. Over the past 52 weeks, INSP shares have traded between $9 3/16 and $138 1/2. They last traded at $57 5/8. If you decide to invest, please consider a stop-loss of $51

[zuendi]

Mobiles bag barcode bargains

Now your mobile phone can help you be a smarter shopper.

A service has just been launched that checks to see if the goods you are thinking of buying in the real world are cheaper online.

In response to a text message containing the barcode of a book or CD, UK-based Scan will send back a list of how much e-tailers are asking for the same product.

If companies such as Amazon or Jungle are asking less for the same CD, Scan subscribers can buy it straight away by sending back another text message.

"We buy it on their behalf," said Robert Hamilton, founder of Scan. He added that people seem to be happy to wait a couple of days to get a CD or book if they can get it slightly cheaper.

Although some shops use their own barcodes to track the goods they are selling, Mr Hamilton said that so far it had not proved to be a problem.

Every book has a unique ISBN number that the Scan service uses and barcodes on CDs are standardised across Europe and are always printed somewhere on the label.

Message magic

The messages are sent using the Short Message Service (SMS) that is available on all the latest mobile phones.


In Europe, these short text messages are hugely popular. The GSM Association says mobile phone users send around 1 billion of them every month.

Although SMS messages are limited to 160 characters, Mr Hamilton said this was enough to give shoppers the information they needed.

So far the Scan service only covers books and CDs but soon it will be extended to almost anything that has a barcode.

But he said that people were not just using Scan when out shopping, some were using it when visiting friends who recommend a book or played a CD they had just bought.

Scan is proving popular with the cash-rich and time-poor people who like to get their shopping done when they have a spare moment.

Mr Hamilton said the idea for Scan came to him while in a bookshop and was born out of his own frustration as a shopper.

Barcode bonanza

But like many other ideas for a net business others are working on the same technology too.

In fact, three US companies, IQ Order, Airclic and Barpoint, are trying to do more with the humble barcode.

IQ Order has built up a database of information about a huge range of popular products.

Subscribers to the IQ Order service can find more information on the goods and compare prices. The information can be delivered to mobile phones or handheld computers with a wireless connection.

Both AirClic and IQ Order want to use scanners connected to mobile phones or handhelds that will read the barcodes.

The companies want to embed extra information in barcodes to tell people more about the wine, CD or book they are buying as well as use it to compare prices.


http://news.bbc.co.uk/hi/english/sci/tech/newsid_782000/7825…





und wer hat vor einigen wochen die firma IQorder übernommen??
genau: InfoSpace


SLAP
zündi

[IWA Japan]

@zuendi: Bist du hier der professionelle INSP-Pusher?

[IWA Japan]

@zuendi: Bist du hier der professionelle INSP-Pusher?

[venturecapital]

iwa japan:
zündi ist der professionelle INSP-optimist, und das auch m.e. völlig zu recht. darüber hinaus versorgt er uns hier sensationell schnell (irgendwann werde ich mal wieder eine news vor ihm posten... ) mit den aktuellsten neuigkeiten bzgl. INSP. und wenn du dir mal die mühe machen würdest, den/die gesamten thread(s) durchzulesen, würde dir auffallen, daß er nicht pusht - wie keiner von uns hier - und durchaus auch die risiken erwähnt. (ich finde, die INSP-threads gehören zu den informativsten und objektivsten "an bo(a)rd").

zündi:
wie wärs mit nem neuen thread? ich denke, wem die ehre des eröffnens zusteht, ist klar...

[IWA Japan]

Danke für Info, habe mich selber aber schon genug um INSP gekümmert, so dass ich weiß, was ich im Depot habe!

[zuendi]

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[venturecapital]

zündi:
schönen urlaub!
keine sorge wegen INSP. unter 45$ wirds nicht gehen, da kauf ich dann massiv nach, verkaufe haus, hof, frau und was sich sonst noch findet und werde somit den kurs stützen....

gruß
V.C.

[internetti]

@ zündi: Falls Du noch da bist: Schönen Urlaub!

@ V.C.: Na, wie soll er denn heißen, der neue Thread?

@ IWA Japan: Bitte nicht in diesem Thread ... Lass uns einfach bei den Fakten bleiben. Thanx.

Gruß
internetti

[IWA Japan]

!

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[IWA Japan]

wie wärs mit einer Antwort, aber gehörst du mal wieder typischerweise zu den Ignoranten?

[venturecapital]

so, der neue thread ist da. hab ihn mal `Infospace inside - wireless powered by INSP` genannt.
hier der link:

Thread: Infospace inside - Wireless powered by INSP

gruß
V.C.

[internetti]

@ IWA Japan: Nein, gehöre ich nicht. Gemeint war: Es wäre schön, wenn dieser (und auch der nächste) Thread nicht mit irgendwelchen
Anfeindungen und Diskussionen darüber gespickt wäre. Versteh mich bitte nicht falsch. Ich habe nichts gegen Auseinandersetzungen,
aber ich habe schon so viele Threads gesehen, die sich nachher nur noch auf solche Diskussionen und nicht mehr auf das eigentliche
Thema bezogen haben und ich fände es sehr schade, wenn das mit unseren schönen INSP-Threads passieren würde. Sollte ich Dich
missverstanden oder die Sache überbewertet haben: Sorry und nix für ungut!
Gruß
internetti

[IWA Japan]

@internetti
also da scheinst du mich ziemlich missverstanden zu haben.
Ich wollte mich nur sachlich an diesem THread beteiligen
na ja nix für ungut
Nachdem diese Missverständnis ja jetzt aus der Welt geschafft ist, posten wir am besten im anderen THread weiter!

[internetti]

yep, bis dann

+++ Thread closed +++