InfoSpace: `operating system software` of the wireless Internet? - 500 Beiträge pro Seite

[zuendi]

Henry Blodget/Sofia Ghachem gestern zu Infospace

• Infospace appointed Rand Rosenberg as CFO. Rand Rosenberg brings extensive telecom, global finance and corporate development experience to Infospace and we view the appointment as positive for the company and the stock.
• Mr. Rosenberg was most recently Sr. Managing Director and Head of Montgomery`s Telecom/Media Investment Banking. Previously, he was head of Global Telecom Investment Banking at Salomon Brothers. He also served as a Vice President at Goldman Sachs in Telecom/Media Investment Banking. Prior to this, Mr. Rosenberg was Head of Corporate Development at Pacific Telesis.
• Infospace also announced yesterday the appointment of 3 Managing Directors to head up Europe, Asia and Latin America. We re-iterate our Buy rating on the stock and believe Infospace continues to be the best-positioned company to become the `operating system software` of the wireless Internet.

[zuendi]

aus dem bericht von WR HAMBRECHT & CO

WIRELESS INTERNET PORTALS

At present, the wireless carrier generally has its first crack at a customer through its wireless Internet portal homepage. When a user clicks on the microbrowser icon on a mobile phone or handheld device, the user is presented with a wireless Internet portal homepage, which is controlled by the wireless carrier or WISP. The homepage generally includes a list of text links to either:
1) third-party branded content sites, such as Yahoo!, Amazon.com, CNN, ESPN, eBay, etc., or 2) generic content, such as “shopping,” “finance,” “sports,” “email,” “address book,” “contacts,” “yellow pages,” etc. Whatever the case, the wireless carrier or WISP has tremendous control over this initial wireless Internet portal homepage because most carriers do not give customers the option to either alter their home page or change it out for another Web site or portal.

The homepage is particularly important because it is difficult to browse the Internet using a wireless device. This difficulty stems from the lack of a “mouse,” enabling point-and-click functionality, and the lack of a QWERTY keyboard, making it difficult for a user to type in a URL address on a mobile phone keypad or with a stylus for a handheld device. Therefore, the further from a homepage a link is located on a wireless Internet portal (i.e., several pages deep on the portal), the less likely it is that a user may link through to that site.

Wireless carriers have effectively taken two wireless portal strategies: 1) yielding to incumbent portals, or 2) offering their own branded portals.

The incumbent portals, such as Yahoo!, AOL, and MSN, have dominant mind share on the desktop Internet. Over the course of the last five years, the incumbents have established substantial mind share in the traditional wireline Internet. Customers access these portals for:
1) Internet-based email accounts;
2) homepages, which can be personalized by the user, including personalized calendar, address book, stock portfolios, sports scores, weather, etc.; and
3) Internet search engines. Whatever the case, Yahoo!, AOL, and MSN are clearly dominant Internet destinations. In fact, according to PC Data Online, Yahoo! had a reach of 64% during May 2000, followed by AOL at 55% and MSN at 51% (reach is defined as the total number of unique users divided by the total estimated population viewing the Internet during a given time period).

Based on their dominant reach in the desktop Internet, it is reasonable to assume that the incumbent portals will have a similar presence in the wireless Internet. As wireless Internet access to
mobile phones and handheld devices becomes more prevalent, it is reasonable to assume that customers will look to duplicate their desktop Internet environment on their wireless devices. This becomes
especially likely for users who have, let’s say: a Yahoo! email address, fully customized Yahoo! homepage, and fully populated Yahoo! address book and calendar. Such users would likely prefer to access the same exact Yahoo! information on a wireless device. In other words, the more entrenched an Internet user is with a given portal, the more likely that customer will want the same access on a wireless
device.

Sprint PCS believes this is the case, with links to AOL and Yahoo! prominently located on the Sprint PCS wireless portal homepage. In fact, the AOL link has the number-three slot on the Sprint PCS wireless Internet portal homepage, while the Yahoo! link has the number-five slot (we note that Yahoo! initially had the number-two slot until June 16). This clearly demonstrates Sprint PCS’ strategy:
give wireless customers the Internet content they have become accustomed to on their desktops, which should ultimately drive faster penetration of wireless Internet services and result in increased minutes across the Sprint PCS network.

Sprint’s strategy dovetails nicely with the strategies of Yahoo!, AOL, and MSN: to extend access to their content from any device. Clearly, the incumbent portals see the value of extending their content beyond the PC to wireless devices and other Internet appliances. AOL’s slogan is now “AOL Anytime, Anywhere,” Yahoo! has rolled out “Yahoo! Everywhere,” and MSN has launched its “MSN Mobile” portal. Although Sprint PCS has not yet signed a slotting agreement with MSN, we would not be surprised to see one in the near future. If people are going to be spending time on the Internet using non-PC devices, the incumbent portals want to be positioned to extend their domination of the desktop Internet to the wireless Internet. The bottom line is that the more minutes Internet users spend on an
Internet portal, the more opportunities there are for the portal to monetize that customer, either through advertising or ecommerce revenue streams.

Sprint PCS has monetized the value of placement on its wireless Internet portal through slotting fees. As we mentioned earlier, the further from a homepage a link is located on a wireless Internet portal (i.e., several pages deep on the portal), the less likely it is that a user will link through to that site. The incumbent portals recognize this, so they are willing to pay wireless carriers for prominent placement ona wireless carrier’s homepage. As a result, given Sprint PCS’ strategy of providing access to incumbent portals to stimulate traffic, they are in a strong position to command slotting fees for prominent placement on the Sprint PCS wireless portal homepage. Although these fees are not disclosed, we believe
that incumbent portals such as AOL and Yahoo! are paying Sprint PCS for their current placement positions.

However, if incumbent portals are given the right of way, the question arises as to who “owns control” of the customer. If Sprint PCS is providing a transport mechanism for wireless Internet users to access content from the likes of AOL and Yahoo!, then is Sprint PCS merely setting itself up to becoming a “dumb pipe” for wireless Internet access? Furthermore, if Sprint PCS does indeed become a “dumb pipe,” then what is “sticky” about Sprint’s service that will keep its customers from churning to another wireless carrier? Sprint PCS may respond to these questions in two ways:
1) Sprint PCS is in the business of providing minutes, not Internet content. So, if providing wireless access to content providers like AOL and Yahoo! means increased minutes on Sprint’s network, and consequently, increased revenues, then Sprint PCS is properly executing its business plan, and 2) Sprint PCS provides high quality service at the lowest price points in the industry, enabled by the Company’s highly efficient CDMA network. As a result, Sprint PCS believes it provides a better value proposition than the competition.

In contrast to Sprint PCS, which passes off customers to incumbent portals, many wireless carriers seek to maintain ownership of the customer by providing a carrier-branded wireless portal. Aside from Sprint PCS, many wireless carriers believe yielding to the likes of Yahoo!, AOL, and MSN is, in effect, losing control of the customer. As a result, wireless carriers like AT&T Wireless, ALLTEL, Verizon, and VoiceStream have decided to pursue carrier-branded wireless Internet portal strategies. Following is an exhibit highlighting several wireless carriers’ wireless portal homepages.

Two extremes: Sprint PCS’ third-party content strategy and AT&T’s carrier-branded strategy. In contrast to Sprint’s third party content wireless portal strategy, which provides homepage access to AOL, Amazon.com, Yahoo!, Fidelity, Bloomberg, and Go2online, AT&T’s wireless portal homepage offersonly AT&T-branded content, as demonstrated in the exhibit above. AT&T’s wireless Internet customers
receive the following (as part of the AT&T PocketNet Premium Plan):

•A full suite of AT&T-branded PIM functions—These functions can be directly accessed through both the AT&T PocketNet wireless Internet portal on a mobile phone and the MyAT&T personalized Internet portal on a desktop PC. PIM functions include AT&T-branded email, contacts, and calendar services. The ability to set up PIM functions on the MyAT&T desktop portal makes it easy to import contacts and calendar information from another desktop PIM application, such as Microsoft Outlook.
•Ability to access other email accounts—These accounts include AT&T WorldNet, Earthlink, MindSpring, RCN, and most local, university, and European ISPs.
•Ability to save and organize bookmarks for easy access.
•Ability to access a host of both generic and third party content—Generic, or non-branded content, includes yellow and white pages directory information, stock quotes, movie and restaurant listings, door-to-door directions, etc. Third-party content includes: ABCNEWS, Barnes & Noble, CNET, DLJ Direct, eBay, ESPN, Excite, Expedia, FTD, MapQuest, CBS MarketWatch, The Weather Channel, Travelocity, USATODAY, Wall Street Journal and Zagat.
•Ability to access virtually any Web site through an HTML filter.

Does providing a carrier-branded wireless portal allow carriers to maintain control of the customer? We believe the answer is unclear, and depends primarily on the customer’s usage of the wireless Internet. If a customer becomes attached to carrier-branded PIM functions, such as email, contacts and calendar, then that customer will likely stay reasonably loyal to the wireless carrier. This is primarily because there is a fairly high degree of customization involved with setting up and maintaining these PIM functions. Moreover, once a customer has given out an email address to many people, that customer might be less likely to churn to another carrier to avoid having to change his or her email address. On the other hand, if a customer only accesses third-party or generic content, we believe a customer will likely be far less attached to the carrier’s service.

Nonetheless, as long as carriers pursue branded wireless Internet portal strategies, companies like Infospace stand to benefit. InfoSpace provides a “portal-in-a-box” platform for wireless carriers to offer a carrier-branded wireless Internet portal. The Infospace platform includes the following suite of services, all branded by the carrier:

•Relevant content—such as real-time stock quotes and traffic reports, as well as directory and yellow pages information
•Personal authentication—for secure ecommerce transactions
•Single click buying—eliminating the need for customers to enter payment, shipping, registration, or password information
•Communication services—such as email and instant messaging
•PIM functions—such as address book, calendar and to-do lists
•Location-based information—such as finding the nearest ATM or restaurant

In the United States, Verizon, AT&T Wireless, ALLTEL, and VoiceStream have all selected InfoSpace’s wireless Internet portal infrastructure. In fact, with Verizon, AT&T, and ALLTEL, Infospace has signed up three of the five-largest wireless carriers in the United States, accounting for roughly 45% of domestic wireless subscribers. Moreover, InfoSpace’s wireless Internet infrastructure revenue model scales with the growth of wireless Internet subscribers. InfoSpace receives $1-3 per month per carrier-customer wireless Internet subscriber from the Company’s carrier customers, subject to certain minimum fees. Additionally, InfoSpace also receives 2-25% commission fees from ecommerce transactions initiated on its carrier-customers’ wireless Internet portals.

Although Phone.com has initially focused on licensing WAP gateways, the Company is also starting to pursue a “portal-in-a-box” strategy. In September 1999, Phone.com launched MyPhone, a mobile Internet portal platform that enables network operators to quickly deploy a branded wireless portal. The MyPhone strategy focuses on providing a portal platform that offers carriers robust communications applications, including: OneBox unified messaging, personal information management (PIM) functions (such as contacts, calendars and to do lists), as well as email, instant messaging, and
voice-activated microbrowsing. Phone.com does not intend for MyPhone to provide its own content, but instead offers an open plug-and-play platform for third-party content providers. Although Phone.com believes most wireless carriers will want to deploy MyPhone in their networks, MyPhone can be offered in an ASP format for wireless carriers that do not want to run their own portal. In March 2000, BT
Cellnet selected Phone.com’s MyPhone wireless Internet portal platform, representing the Company’s first MyPhone customer.

As a third category, there are also emerging third party branded wireless Internet portals, such as OracleMobile and Go2online. OracleMobile.com, a subsidiary of Oracle Corporation, is a wireless
Internet portal that provides access to content including: Amazon.com, eBay, E*TRADE, Hollywood.com, MapQuest.com, Travelocity.com, The Weather Channel, and ZAGAT.com. OracleMobile hopes to capitalize on Oracle’s dominant brand as a provider of database software for Internet companies. Go2online is a wireless Internet portal providing location-based directory services, including access to more than 300 topic-specific “Go2 NetGates,” such as Go2hotels.com, Go2banks.com, and Go2movies.com. These sites provide proximity-ranked listings of more than 11
million real-world stores and destinations, as well as addresses, turn-by-turn directions, phone numbers, and store hours. Go2online is currently listed in the number-eight slot on Sprint’s wireless Internet portal homepage. While we believe it will be difficult for third party branded wireless portals to gain market share against both incumbent portals and carrier-branded portals, to the degree that emerging wireless portals can establish strong wireless brands and provide compelling content, there is room for success.

[FloTrader]

InfoSpace war gestern Thema auf CNBC!

InfoSpace: The Brain Behind The Brand
==============================

by Steve Frank
The Wall Street Journal Reporter


There are three things you need to know about InfoSpace.com {INSP} founder Naveen
Jain. First, he never stops selling.

"These colors are designed to give you the feeling of life, so that when you come
in it feels that there is some action happening as opposed to the Dell corporate
look," explains Jain about the brightly colored InfoSpace.com offices.

Second, he`s not exactly the world`s greatest diplomat.

"We said we can put 25 monkeys and duplicate Yahoo!," says Jain.

And third, from the time he gets up at 4:30 in the morning until the time he goes
to sleep at 12:30 at night, he`s moving at Internet speed.

According to Jain, "That`s the reason from AOL to Netscape to Microsoft Network
to Lycos to GoTo ABC to CBS to NBC to Dow Jones to Disney, everybody uses
InfoSpace on the PC side."

Chances are you haven`t heard of Jain`s company, InfoSpace.com. But if you`ve
used AOL`s White Pages, MSN`s Yellow Pages, or Lycos` shopping engine,
you`ve used its services.

"We are the brand behind the brand," says Jain. "Or we are the brain behind the
brand."

If the company has made most of its money to date packaging Web content and
transaction services for desktop computers, it`s betting that the future is in
licensing its "brain" to turn handheld computers and cellular phones into
indispensable Internet appliances.

"If you look at the wireless market, there are going to be between 1.5 and 2 billion
cell phones out there, and if you`re getting $1 to $3 per cell per month, you don`t
have to be a rocket scientist to figure out it`s a lot of money we can generate,"
explains Jain.


Its no-name strategy is deliberate, allowing clients like AT&T Wireless Services and its
rival, Verizon Wireless, to make InfoSpace`s Web content and commerce offerings
available on their wireless services under their own brands. That increases their
customer loyalty -- while InfoSpace profits no matter who wins.

Jain says, "We are essentially going out and saying how can we dominate this
industry. And when we say domination I don`t mean 99-percent market share. I
mean 100-percent market share."

Not exactly words you`d expect to hear from a Microsoft veteran whose office is
just a few miles from his old employer. But it`s vintage Jain.

"It`s not crazy to have 100-percent market share today in our wireless market," he
says. "In the U.S. today we have over 85-percent market share. Are we satisfied?
Absolutely not. I have sleepless nights trying to figure out how to get the last 15
percent."


That, Jain says, should lead his company, currently worth about $15 billion, to a
market value in excess of $1 trillion, about as much as Microsoft Corp. {MSFT}, Intel
Corp. {INTC} and Cisco Systems Inc. {CSCO} combined.

Jain, who on paper is worth $4 billion, has come a long way from India where he
grew up in the middle class, studying engineering and earning an MBA.

However, his critics suggest that Jain often talks a better game than he delivers.
For all his talk of market dominance, InfoSpace`s total revenues last quarter were
a relatively paltry $19 million. Are his trillion-dollar dreams just wacky?

"It`s not wacky. It`s simple. Looking at the market opportunity and what we`re
saying is we have been very successful in executing it, and our belief is we can
successfully continue to execute it. And if it were to be true, these numbers will
look very small someday," he explains.

[oasis]

Hallo Infospacler, Hallo Meister zuendi,
heute morgen kleiner aber feiner Beitrag zu Infospace in "aktienresearch".
Fazit: sehr teuer aber gut- aber das wußten wir ja bereits!

[zuendi]

ROBERTSON STEPHENS im wöchentlichen report:

InfoSpace partnered with Leisureplanet.com, a travel eCommerce company, to develop and integrate Leisureplanet services into InfoSpace`s wireless platform. The services plan to provide up-to-the-minute flight information, including schedules, fares and more. The company continues to enhance the value of its platform through innovative services for wireless users. Importantly, we believe this will support InfoSpace`s very profitable model if carriers push to modify the current fee structure. We expect InfoSpace to generate additional revenue streams through commerce-based services, as it does for Web sites, when the carriers get price-sensitive.

[zuendi]

Merrill lynch:
InfoSpace Inc.....2Q: What We’re Looking For

Investment Highlights:

• Infospace reports FY 2Q earnings the week of July 24 th . The exact day is TBD.
• We are expecting FY 2Q revenues of $21.5 million, up 13% sequentially. The company is likely to exceed this by 10-15%.
• We are expecting FY 2Q EPS of d$0.06. Revenue upside should deliver at least a penny upside to our EPS estimate.
• The company has significantly strengthened its management team over the past quarter with the announcement of a new CEO, CFO and regional Managing Directors. We view this as a material positive for the company and the stock.
• The stock continues to trade on newsflow and excitement about ‘wireless Internet’ which should accelerate during the second half of the year.
• We re-iterate our Buy rating and continue to believe Infospace is the best-positioned company to provide the ‘operating system’ for the mobile Internet.



puuuuh, ML erwartet also bis zu $24,7mio an umsatz. ganz schön happig wie ich finde.



zündi

[venturecapital]

nicht schlecht, die erwartungshaltungen werden auch täglich größer, ich denke allerdings, daß es durchaus möglich ist auch diese ambitionierte prognose zu übertreffen.
ich hoffe auf 25,5 mio umsatz und einen gewinn von 0,03$. denke, daß ist auch machbar.

gruß
V.C.

[Fra Diabolo]

bei 25 Mio Umsatz müssten sie mehr Gewinn machen als 0,03$.

Werden sie auch. Die Kostenseite des Balancesheets war bisher immer sehr gut.

Also: Umsatz nach VC, Gewinn nach zuendi mit einem oder zwei cents upside.

gruss
F.D.

[zuendi]

Diablo, zum gewinn hab ich doch gar nichts gesagt!

mit den von V.C. angegebenen 3cents wär ich MEHR als zufrieden.

sonst machen die am ende noch dieses jahr die 10cents gewinn/aktie voll. was sollen denn da die investoren denken, eine inetaktie mit gewinn - oh gott



gruß
zündi

[zuendi]

All Aboard
InfoSpace: Jain’s addiction
Spotlight shines on InfoSpace’s eccentric chairman

By Shawn Langlois, CBS.MarketWatch.com
Last Update: 4:27 PM ET Jun 30, 2000


SAN FRANCISCO, CA (CBS.MW) -- Larry Ellison is one. So is Richard Branson. And, of course, let’s not forget Steve Jobs.

Every once in awhile, a corporate figure comes along so quirky and charismatic that investors can’t help but feel drawn into his/her world.

It might very well be time to add another to the list of Svengali-like zillionaires. InfoSpace’s enigmatic chairman, Naveen Jain seems to have won over quite a following, not only in the media, but also by the hordes of message board lurkers searching for someone to lead them to riches.

Listening to Jain bullishly ramble on about his Internet content supplier is akin to listening to my little brother talk about his brand new Batman cape. And, at times, equally endearing.

Of course, some folks don’t quite see it that way. His reputation in cyberspace ranges from fearless leader to slick-tongued charlatan.


The online court of public opinion

On Silicon Investor, Jain has always had a wealth of detractors. An investor known only as KeepItSimple summed up the negative sentiment with this “simple” post: “I don`t care how much Naveen pimps on TV, it doesn’t change the fact that a company run by a con man is nothing more than a con itself. Buyer beware. Monetizing shareholder ignorance is the most profitable activity in the history of corporate America.”

But for every Naveen basher, an InfoSpace zealot stands in staunch support. In fact, the term zealot might be an understatement for some: see Exhibit A.

In the CBS MarketWatch Community, Greg Brooks, a fervent Jain backer, defended the man with the “trillion dollar market cap prediction.”


It’s no secret that Jain has unloaded massive chunks of his company’s stock, a fact that many bears, like KeepItSimple, tirelessly use as ammunition, but Brooks had this to say regarding that particular criticism: “My basic thought is ‘SO WHAT!?’ Naveen built this company with his own money and without mega-financing from the corporate sector. He has a right to take some profits, even large ones. I certainly would and so would anyone else that is a naysayer of this practice. Freaking hypocrites they are.”

And his retort to the “con-man” accusations: “Those perceptions and postings come from people that do not know one iota about business. There is no way that these events could continue to occur if Naveen were a snake oil peddler. If Naveen were a con man, Arun Sarin would not have left Vodaphone (VOD: news, msgs). Rand Rosenberg would not have left Montgomery Securities. Ross Arun would not have left Microsoft (MSFT: news, msgs). Verizon, Vodaphone, ATT Wireless and all of the regional bells would not have purchased the INSP wireless platform. AOL (AOL: news, msgs), Lycos, Microsoft and other giant Net companies would not continue to be customers. A con man would be found by now. Naveen is quite simply a brilliant, congenial, happy and very successful man. I find great pleasure in watching Naveen and listening to his interviews. Such a happy man will most certainly do well for himself and the ones he employs. He will certainly earn the holders of INSP some substantial long-term rewards.”

Just a small sampling of the relentless tit-for-tats that are plentiful in cyberspace on a daily basis.

But the paradox doesn’t end in the wild, wooly, and oft-anonymous message board world.


Bambi’s reflections

Recently, CBS MarketWatch’s very own Internet Queen, Bambi Francisco, picked Naveen’s brain when he stopped by the newsroom for an afternoon chat. See interview.

What side of the Naveen fence does Bambi fall?

You be the judge. Here are a just few of her post-interview thoughts:

BF: “His favorite opening line: ‘InfoSpace is like religion -- you believe or you don`t,’ is quintessential Jain and, in many ways, the Internet. When the future is yet to be defined, your beliefs give you direction. And that direction helps to define a vision. As far as I can tell, his vision about the direction of e-tailing was dead on. As early as the beginning of last year, when I first met him, he called e-tailers glorified catalogs and that commerce would be done as it has always been done -- at a local level. We know what`s happened with e-tailing. He`s also been sporting a Net-enabled mobile phone well before the wireless wave became the latest buzz.”


So Bambi’s a buyer? Well, not so fast ...

BF: “If nothing else, the chief visionary, evangelist and Professor of the wireless Web is making everyone think. Does it mean we should invest in his stock? Not on his pontificating merits.

“But the wireless Web is emerging, and if he`s right about his vision, that wireless carriers will rule, then InfoSpace is in a good position since it has partnered with many of them. InfoSpace is creating the branded-portal services for the major wireless carriers.”

“What remains to be seen is whether carriers can get enough subscribers for these Net-enabled phones. I don`t doubt that consumers will demand these phones. Then the question is: How much and for how long will carriers pay InfoSpace (INSP: news, msgs) for its services.”

Clearly Bambi’s outlook encompasses both sides of Jain’s divergent public persona.

One thing that either camp can agree on: the future, as is typically the case with all things Internet, remains clouded with uncertainty. Essentially, buying into InfoSpace is buying into the vision of the giddy little man behind the company.

As Naveen says: “InfoSpace is like religion -- you believe or you don`t.”

Do you believe? Share your thoughts with Greg Brooks and the rest of the InfoSpacers in CBS MarketWatch’s INSP Discussion Group -> http://messages.marketwatch.com/mwclub/mesgIdx.asp?DISCUSSIO…

[venturecapital]

30.06.2000
Infospace kaufen
Internet Report


Das Kursziel für die Aktie der Infospace Inc. (WKN 917694) sehen die Analysten
vom Börsenbrief Internetreport bei 200 $ auf Sicht von 12 Monaten.

Die Aktie befinde sich noch immer in einer mehrmonatigen Bodenbildung, die
aber kurz vor ihrem Abschluss zu stehen scheine. Es gelte die wichtige Marke
von 60 $ nachhaltig zu überwinden. Dann sei der Weg frei bis zunächst knapp 80
$.

Die Produkte von Infospace seien weiterhin heißbegehrt. So werde AT&T
zukünftig die Vermarktungs- und Promotionssoftware von Infospace für den
eigenen drahtlosen PocketNet-Service verwenden.

Mit einem Gewinn von 0,01 $ je Anteilsschein und einem Umsatz von 19
Millionen $ habe Infospace das erste Quartal abgeschlossen.

Nach wie vor gelte das Unternehmen als einer der größten Profiteure des
aufkommenden Wireless-Boom und sollte auch nicht im Depot fehlen, so die
Aktienexperten.

[leyk]

Hallo "Venture"
Schön das auch hier mal wieder etwas in Deutsch rüberkommt,
Bin selber stark in Infospace investiert,bin soetwas von überzeugt
von dieser Aktien,daß ich Sie Freunden fast förmlich aufgezwängt habe.
Möchte in diesem Falle den "Jungs"doch was gutes gönnen.
Infospace vergrößert sich doch kontinuierlich.Ich sehe hier
einen der größten Global-Player ranwachsen.In meinen Augen haben
Sie das Zeug in 5 Jahren unter den Top 20 zu sein,und das heißt
der Name wird dann in einem Zug mit Unternehmen wie Cisco,
Nokia,Sun Micro,Oracle,Intel genannt werden.
Utopie?Ich meine nein,jeder langfristige Neuanleger der abends
beim Pils unter Freunden über die verpassten Chancen einer AOL,
Yahoo,Cmgi diskutiert hat jetzt die Möglichkeit an dieser
Erfolgsstory teilzunehmen.Selbst ein B.Förtsch,Maydorn haben 12
Monatsziele von 200 Dollar rausgegeben.Bei der Aktie passt der
Spruch von Kostolany"Hinlegen und Schlafen gehen".Für Trader ist
diese Aktie auch interresant,da sehr volatil.Der mittelfristige
Anleger,sollte sich hierdurch nicht verunsichern lassen.

Was ich und auch meine neugewonnen Infospace -Freunde vermissen,
sind die Infos in Deutsch.evtl.Kurzfassung reicht doch,um auch hier einigen nicht
so perfekten Englisch-Verstehenden,die Möglichkeit zugeben dieses einmalige
"Juwel" weiter aktuell verfolgen zu können.
(Ich glaube,da spreche ich einigen Anlegern von der Seele")
Nicht jeder Anleger hat gerade sein Abitur gemacht oder studiert oder hat
Bock mit seinem alten Englisch stundenlang das Wörterbuch zu schwingen.
Vielleicht findet sich ja jetzt ein Samariter,der uns
Unwissenden die aktuellen Infos vermittelt.Ich bedanke mich im
vorraus und sage "We are The Next Great Winner"

PS: Ein herzliches Danke Schön auch an unserem unermüdlichen
"Zündi" für seine tolle Info-Arbeit.

[zuendi]

leyk, hier gibts den babylon translator: ftp://ftp.sharewarecenter.de/tools/bab32g3e.exe

nettes teil, kennt auch phrasen u.ä.


zündi

[zuendi]

übrigens die `konkurrenz`-plattform i-mode von DoCoMo hat per 03.07. schon 8,44mio kunden.

wenn die welle die staaten erreicht, dann sollten die wireless-aktien (und INSP hoffentlich allen voran ) nochmal richtig abgehen.

der markt für solche services ist auf alle fälle da; das zeigt die entwicklung in japan, auch wenn es sicherlich viele unterschiede zwischen den staaten und japan/europa gibt. das mobile internet wird kommen, so sicher wie das amen in der kirche....alles nur eine frage der zeit und der weiterentwicklung von W@P, bzw der übertragungsraten....

jedenfalls wird der markt derzeit abgesteckt, und INSP ist in keiner schlechten ausgangsposition, wenns so richtig losgeht. besser zu früh den markt beackert, als zu spät


zündi

[mirooo]

Hallo INSPacer(me too),
übrigens heute war auf CNBC zwischen 18-19.00
ne tolle Sendung mit 3 Fondsmanagern im Tech Bereich.
Sie äusserten sich über verschiedene Aktien & gaben Beurteilungen.
z.B.:Cmrc very interest,Arba hold,bei Insp sind sie stark investiert,
Ffiv & Lucent strong sell,Scmr(generell fiber) very interest,Stlw good,Semi sector very positive,Cisco Nortel O.K.,na ja usw.
Zum Schluss durfte jeder noch sein Top Tech Pick für den Rest des
Jahres benennen,da wurden benannt Atmel,den zweiten weiss ich nimmer,
jedenfalls der dritte namens Jeff Wrona der übrigens den souveränsten Eindruck machte und dessen Fonds last year die allerbeste Performance
hatte,eindeutig mit ca. 250 % für 99 na ja dessen Wahl fiel oder sagen
wir Top Pick für die nächsten 12 Monate im Tech Bereich d.h.:
I-net,Fiber,Semi,PC,Software,.... is "INFOSPACE".
Denke das dieses auch spätestens ab morgen
auf www.cnbc.com nachrechierbar sein wird.

mfg
mirooo

[Fra Diabolo]

sieht ja sehr schön aus im Moment - sogar mal wieder kurz die 60$ gesehen. Und: im Frühjahr waren wir mal ein `afternoon mover`.

Übrigens sind die Flüsterschätzungen für den 19. Juli bei -0,01$ (consensus -0,05$), Quelle: www.justwhispers.com

[oasis]

Und wieder:
"aktienresearch" scheint sich zum Infospace-Fan zu entwickeln.
Heute schon wieder eine Empfehlung-Story:Infospace wird zu den wenigen Überlebenden der Internet-Firmen gehören!

[leyk]

Hallo Jungs,
Seht euch mal die diversen Tabellen an.(PDF-Format)
Sehr interresant von
"The Information Technology 100"

Unter anderem "Who is the fastest Growing"
ist Infospace bereits auf Platz 4

http://www.BusinessWeek.com/pdfs/2000/0025-scoreit100.pdf

MFG leyk

[Spaceboy1]

schreibe absofort unter dem Namen Spaceboy1 (vorher FloTrader).

Und sie hat es immer noch nicht geschafft! Der Widerstand bei 60/61 wurde noch nicht genommen! Wir sind jetzt schon mehrmals
abgeprallt! Mit guten News (hoffentlich morgen) könnte es endlich signfikant drüber gehn, denn die Bodenbildung befindet sich im Endstadium.

Außerdem sollten die bevorstehenden Zahlen dazubeitragen, daß wir ziemlich schnell Richtung 75 (wo der nächste Widerstand liegt)
laufen.

Die Zahlen werden meiner Ansicht nach absolut klasse! Erwarte beim Umsatz 26 Mill und ein Gewinn von 0,01 - 0,02 Cent dürften drin sein.

Wir werden sehen...


InfoSpace - The sky is the limit!

Euer Spaceboy1

[zuendi]

nochmal zum i-mode von NTT zurück!
deren wachstumszahlen sind beeindruckend....

subscriberzahlen bei i-mode:
anfang jan: 3,2mio
anfang feb: 3,8mio
anfang märz: 4,4mio
anfang april: 5,6mio
anfang mai: 6,6mio
am 04.06.: 7.265.000
am 11.06.: 7.507.000
am 18.06.: 7.729.000
am 25.06.: 8.076.000
am 02.07.: 8.406.000

im 1.Q macht das ein wachstum von 75%, und im 2.Q ein wachstum von 50% aus. wenn das bei INSP zukünftig genauso läuft....

aber es gibt auch schlechte presse: http://www.msnbc.com/news/429415.asp

[venturecapital]

langsam hab ich das gefühl, daß der i-mode so dermaßen erfolgreich ist, daß er zur großen konkurrenz von INSP wird. NTT läßt auch nichts unversucht, sich weltweit ähnlich gut zu positionieren wie zuhause. z.b. steigern sie ja auch um die deutschen UMTS frequenzen mit. auf die gefahr mich zu wiederholen, mit denen muß irgendwie eine kooperation her.
gruß
V.C.

[JoshuaRedman]

Hey-Hey-Hey!Na Leute, mein erster Thread!!!
Man, wie bewegen!
Aber mal was Wichtiges!Wann sind denn die Zahlen von Infospace zu erwarten und wie sind denn die angestrebten Zahlen/Schaetzungen!Jemand ne Ahnung?

[zuendi]

keine panik V.C.

es gibt sicher die möglichkeit einer zusammenarbeit!
die commerce lösung von INSP ist einzigartig, ob NTT darauf verzichten kann?


joshua,

die offiziellen erwartungen beim gewinn bzw verlust liegen bei -0.05$; die flüsterschätzungen reichen bis -0.01$. aber ich wäre nicht überrascht, wenn sie wieder einen kleinen gewinn zeigen würden
beim umsatz werden offiziell 21,5mio$ erwartet, insgeheim rechnen die analysten aber mit bis zu 24,7mio$.
wird schwer, aber ist machbar

gruß
zündi

[zuendi]

achja, die zahlen kommen vorraussichtlich am 27.07.

[Intershop_5000_E]

Hoffentlich stimmen dann die Zahlen, sonst gehts bergab !

und nochwas: Japan / Korea respektive ganz Asien ist in Sachen Mobilfunk Amerika ca 6 Jahre vorraus und Europa ca. 3.5 Jahre (abgesehen von Finnland)....

die nutzen schon lange UMTS Technologie, die Amerikaner haben 4 verschieden Mobilfunknetze, die untereinander inkompatibel sind...die Telcos sehen aber noch keinen Grund die umzurüsten, denn das kostet, und zwar massiv (sieht man an der UMTS Auktion in England und jetzt auch hier in Deutschland, auch wenn MobilCom sehr günstig eine Lizenz bekommen wird), die müssen also auch wirtschaften und rüsten noch nicht um.

Bedeuted auf Deutsch: Die Amerikaner hinken sogar Europa in Sachen Mobilfunk um über 2 Jahre hinterher. Die fangen grade mal ein wenig mit WAP an...und die Penetrationsrate der WAP Handies ist in Europa auch noch sehr gering...max. 10 % der Handybesitzer haben WAP und davon nutzt es fast niemand ...(oder benutzt ihr es ? Consors WAP oder so ? fragt mal, ob jemand WAP benutzt...es ist fast niemand)...

Und solange das so kompliziert bleibt und man keine richitgen Dienste usw. mit dem Handy in einem der Zeit angemessenen Layout sehen kann, wird das ganze nicht anrollen...

in Asien boomt es...die haben wiegesagt schon UMTS und damit die Kapazitäten...in Deutschland wird es in 4 Jahren soweit sein, in Amerika in 5 Jahren...und sobald da nur mal ein kurzer Lag einsetzt, werden es diese Firmen, die sich im Wireless Sektor bewegen, insbesondere die die Content liefern, äusserst schwer haben, da sie schlichtweg keine Abnehmer haben für ihren Content.....denn kein Endnutzer bezalt 5 - 10 DM pro Monat für ein paar simple WAP Infos !

[Intershop_5000_E]

Oder würdet ihr für sowas 5-10 DM im Monat bezahlen ? Der Trend im Mobilfunk ist eher andersrum....alle wollen so billig wie möglich telefonieren und keine Grundgebühren fürs Handy oder Gebühren für SMS bezahlen...

schaut euch mal beispielsweise die WAP Seiten von Yahoo an...ein einziger Witz und niemanden zumutbar...erinnert mich an BTX:

http://cgi.europe.yahoo.com/de/wap/wap.cgi?prop=de&url=http:…

[zuendi]

hehe, jetzt meldet er sich wieder

nicht mit einer deiner anderen IDs??

[AOLer]

!

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

[zuendi]

dass die technik noch lange nicht ausgereift ist, ist wohl allen klar!

dennoch werden derzeit die grenzen abgesteckt, und da hat sich INSP die pole position gesichert!
7 der 9 größten UScarrier sind unter vertrag, SBC folgt in kürze. nur sprint will anscheinend absolut nicht....dazu kommen die ganzen carrier in europa und sonst wo auf der welt


zu den gebühren. derzeit sind in den verträgen 1-3$ festgeschrieben, die AT&T und all die anderen pro user an INSP zu zahlen haben. diese verträge laufen zwischen 1 und 3 jahren.
logisch werden diese gebühren irgendwann stark sinken. aber die meisten carrier haben sich ja auch nicht wegen der content-dienste für INSP entschieden, sondern wegen der einzigartigen commerce lösung. hier wird man zusätzlich zu den normalen fees prozental (2-25%!!) am umsatz beteiligt. dieser markt wird sich allerdings wohl erst in 3-5jahren richtig entwickelt haben.
aber die umsätze, die dadurch zukünftig generiert werden, werden das zusammenschmelzen der 1-3$-gebühren ausgleichen.


USA ist 2 jahre zurück? - richtig, wenn nicht sogar mehr. aber INSP ist ja nicht nur in amilanf tätig, sondern auf der ganzen welt. auch in japan!


wie ich schon einmal gesagt hab: das wireless internet wird boomen. es ist nur eine frage der zeit.....




zündi

[zuendi]

AOLer, (noch nie hier gesehen, wie kommt das hehe)

richtig, im internet hat es auch gedauert bis das surfen mit einer guten geschwindigkeit möglich war.
aber hättest du nicht gerne ein AOL oder eine yahoo vor 3jahren gekauft, als das surfen noch sehr lahm war und alle meinten, mit einer solchen geschwindigkeit würde sich das surfen nie durchsetzen?

logisch wird eine INSP heute viel höher bewertet als eine yahoo o.ä. damals. ich will ja auch niemanden in die aktie reinzwingen....
muß jeder selber wissen.


ach ja, nochmal kurz zu den erwarteten umsätze in diesem quartal. der backlog wurde im letzten quartalsbericht mit 75mio angegeben. macht also knapp 19mio für die nächsten 4 quartale. die 21,5mio werden ganz sicher erreicht. bevor blodget mit seinen bis zu 24,7mio ankam, hatte ich mich auch mehr mit ca 23mio angefreundet.....
aber durch die sehr guten ergebnisse in der vergangenheit werden die erwartungen halt immer höher, das ist der nachteil.



zündi

[zuendi]

übrigens soros, scheinst ja immer noch von INSP fasziniert zu sein, oder warum verfolgst du sie immer noch??



zündi

PS: mal schaun, ob die antwort kommt, die ich erwarte hehe

[rooky]

rein technisch gesehen, schaut´s mit dem heutigem tag absolut schlecht aus...und der ausbruch über 60 ist wohl mit heutigem tag weit in die ferne gerückt...
irgendwie hätte ich mir schon ein wenig momentum gewünscht, da auch die nasdaq gestern und heute insp geholfen hat, ein wenig nach oben zu streben...

anscheinend ist insp aber zu schwach um die guten vorgaben zu verwerten..
kein gutes zeichen kurzfristig...

jedoch traue ich insp immer noch eine starke letzte halbe stunde zu...
ich hoffe weiter...

cu rooky

[zuendi]

Steve Harmon vom 16.06

Question: What do you think of InfoSpace.com?
Harmon: InfoSpace.com has done an outstanding job building a zero-gravity business: collecting data and distributing data as a middleman. The company gets paid both ways, without the inventory problems or overhead of production. Hiring an executive from Vodaphone AirTouch Plc {VOD} was also a good move as InfoSpace.com moves into the wireless market.
On a valuation basis at a $12.5 billion market capitalization on $50 million trailing 12-month sales and first-quarter revenue of $19 million, InfoSpace.com may be a little ahead of itself, or a lot, depending on your perspective.

The business model is a great one, and I would like to see InfoSpace.com move into broadband in a big way to grow into its value. The company could generate more than $250 million annual revenue in two years, if it successfully expands into wireless and broadband venues as the "arms dealer of content and commerce," in other words, selling to everyone the same content and commerce and letting them fight the brand wars.




dass INSP das ".com" abgeschüttelt hat, ist bei dem wohl auch noch nicht angekommen

[JoshuaRedman]

Danke Zuendi!
Hoffe mal Infospace liefert wieder so krasse Zahlen wie die letzten Male!Gruss und schlaft gut Leute!!!!!

[zuendi]

für alle die glauben, INSP sei nur ein player in den USA

europa: zB PanaFon, diAx, kpn telesom, carrier ONE, duchtone, Telfort, Ben, LIBERTEL
asien: zB J-Phone, adam
ausserdem: zB Vodafone ist in ca 25ländern tätig, VERIZON in 40ländern oder BELLSOUTH in 20ländern.....




zündi

PS: aber natürlich ist es für die amerikansichen anleger wichtiger, was vor der eigenen haustür passiert

[zuendi]

charttechnisch sieht es jetzt sehr bedenklich aus. und man weiß ja, wie sehr die amis auf technische indikatoren abfahren; also vorsicht walten lassen!!


zündi

[zuendi]

achja, eines hab ich gestern noch vergessen:

UTMS ist für diese dienste völlig unnötig! den GPRS-standard, den t-mobil letztens gestartet hat und der bis ende des spätsommers in ganz deutschland verfügbar sein soll, wird völlig ausreichend sein. anfangs soll die datenübertragungsrate bei 40Kbit/s liegen, später bei 100Kbit/s. viag testet dann standard auch gerade! weitere folgen..

damit verbunden sind auch ganz neue möglichkeiten. bspw kann dann auch nach übertragenem datenvolumen abgerechnet werden, und nicht nach minuten.


der i-mode von docomo läuft übrigens auch "nur" mit 64Kbit/s, was aber VÖLLIG ausreichend ist. UTMS braucht man bspw für videoübertragungen auf das handy....


http://www.t-mobile.de/index/0,1064,95d-pmid$163,00.html

ich bleibe dabei. die mobile welt wird kommen und zwar gewaltig!
wann das ganze jedoch richtig fett ins rollen kommt, ist eine andere frage. aber auch hier muß ich mich wiederholen: JETZT werden die grenzen abgesteckt und INSP hat sich die pole gesichert.


so jetzt geh auch ich ins WE


zündi

[Spaceboy1]

Es sieht charttechnisch wahrlich nich gut aus! Sollten eim Monatg keine super News kommen, dann könnte auch die 50
signifikant nach unten durchbrochen werden, was ich natürlich nich hoffe!

InfoSpace hat übrigens den Deal mit SBC noch nicht bekanntgegeben! SBC hat über 10 Mill. Wireless Kunden.
Laut Naveen Jain (Interview bei Marketwatch) wird SBC auch die INSPlatform nutzen. Da kommt bestimmt noch eine AdHoc!
Außer Sprint nutzt also jeder die Platform von infoSpace

In der Hoffnung bald wieder die 60 zu sehen,

Euer Spaceboy1

-The Sky is the limit-

[Spaceboy1]

habe Neuigkeiten:

Die Verizon - Wireless Platform powered by INSP wird bald auf folgender Seite gestartet:

http://www.myvzw.com (zur zeit wohl noch testbetrieb)

Dann bin ich noch zufällig auf folgende Seite gestoßen: http://www.mywim.com , das ist das Wireless Portal
von Ameritech (wurden von Verizon übernommen), natürlich powered by InfoSpace!

Es gibt also noch einiges bekanntzugeben!!!!

the sky is the limit!

Euer Spaceboy1

[zuendi]

übrigebs: in japan gibt noch kein UMTS wie fälschlicher weise von "intershop_500" verkündet!
das kommt dort erst im frühjahr 2001. in deutschland soll es 2003 folgen in amiland 2004!

quelle: "net-business" /ausgabe 26.06


zündi

[zuendi]

der erfolg des wireless internets in japan ungebrochen

subscriber zahlen beim i-mode von NTT


11.06. 7.507.000 kunden +3,3%
18.06. 7.729.000 kunden +3%
25.06. 8.076.000 kunden +4,5%
02.07. 8.406.000 kunden +4,1%
09.07. 8.732.000 kunden +3,9%

[zuendi]

hier eine kl. techn. analyse von thestreet.com




sieht nicht gut aus
zündi

[zuendi]

http://www.newsalert.com/bin/story?StoryId=CowLkqbKbytiWmJG&…


der österreichische kunde ONE testet auch schon GPRS

[venturecapital]

auf den yahoo-boards wird z.z. über nen vertrag INSP-DoCoMo spekuliert, hoffentlich ist was dran...
gruß
V.C.

[venturecapital]

tja, wenn die 50 nicht hält, dann prost-mahlzeit! folgendes trägt auch nicht zur verbesserung der stimmung bei, würde ich mal behaupten.

InfoSpace Chairman Jain Sold 1.3 Million Shares In June
Monday, July 10, 2000 01:48 PM

Mail this article to a friend

WASHINGTON -(Dow Jones)- InfoSpace Inc. (INSP, news, msgs) Chairman and Chief Strategist
Naveen Jain sold 1.3 million shares of the company`s common stock in June, according to a recent
Form 4 released by the Securities and Exchange Commission.

Jain sold the shares from June 9 to June 13 for $50.97 to $60 a share. The filing didn`t disclose the
number of shares Jain owned at the end of the month.

InfoSpace provides Internet information infrastructure services.

[zuendi]

das waren doch die shares, die er damals zum verkauf hat registrieren lassen!
nix neues also....


zündi

[zuendi]

http://www.vodafone-airtouch-plc.com/cgi-bin/VFAT/vfat/media…

vodafone will auch im herbst zuerst in england, holland und griechenland die GPRS technologie verfügbar haben, tests laufen.
vodafones tochterfirmen libertel, panafon und vodafone UK sollen die ersten sein.


zündi

[HG1]

Hallo zündi,

ist vodafone ein Kunde von INSP ?

Deine Meinung zu einem jetztigen INSP Kauf?

[zuendi]

vodafone ist INSP kunde

würde noch warten mit dem kauf. könnte mir einen re-test der lows vorstellen.


zündi

[HG1]

Danke zündi,

Ich werde mal ein erstes Limit mit 45 $ reinstellen.

[mike23]

Na HG1 dann kannste dich ja schon mal über Post von deiner Bank des Vertrauens freuen und meiner einer fühlt sich erinnert an den dunkelen Herbst letzten Jahres ......
auch damals wurde unsereins sehr stark auf die Probe gestellt aber diejenigen die durchgehalten haben mit einer Megaralley belohnt hoffe die Geschichte wiederholt sich ....

bin von den ersten Tagen dabei....

[venturecapital]

langsam wirds aber richtig bitter, jetzt vom ATH mehr als gedrittelt. hätte ich mir nicht grade ein neues auto gekauft, würde ich vielleicht demnächst noch mal nachkaufen, allerdings nicht jetzt, z.z. ist es wohl erstmal ein "falling knife".
gruß
V.C.

[venturecapital]

was sich sonst so tut in der branche...

Fe, Fi, Phone.Com
By: Kevin Maney
7/11/00 11:01:33 AM
Source: USA TODAY

Fe, Fi, Phone.Com

Wireless Web Firm Wants to be Giant Small Company Hopes to Beat Huge Rivals to
Ready-To-Burst Market

USA TODAY

By Kevin Maney

REDWOOD CITY, Calif. -- The conference room is plain. The cellular phones heaped on the table
range from staid gray to cartoonish Hello Kitty models from Japan. Alain Rossmann, parked in a
chair, is talking, his baby face animated and his pink calves showing far too much above his dark
socks. He gives familiar tech lingo a new lilt with his French accent.


This is Phone.com Quote, Broker Reports, Messages. It`s a little hard to see
it yet, but the company could be a Next Big Thing. It`s been compared
to the early days of Qualcomm Quote, Broker Reports, Messages -- even to
Cisco Systems Quote, Broker Reports, Messages and MicrosoftQuote, Broker
Reports, Messages. Certainly the possibilities are there, and Rossmann
has maneuvered the right technology into the right place at the right
time. Phone.com is the linchpin for wireless Internet, a market that
every analyst on Earth says is about to go ballistic.

Basically, Phone.com makes the software infrastructure that makes
the wireless Web work. That includes the tiny browser embedded in
the chips of the majority of Web-enabled cellphones and the
server-based software that translates signals from wireless phones
into language the Web can understand. Phone.com also makes
developer tools that let outfits such as Yahoo and Amazon.com
reformat their services into versions that work on pint-size cellphone
screens.

The drama here is that Phone.com is in a very enviable position, and
little companies in enviable positions can quickly win some colossal
competitors. Just ask Netscape. Among those likely to zero in on
Rossmann and his cohorts are Nokia Quote, Broker Reports, Messages,
Japan`s NTT Quote, Broker Reports, Messages and, in fact, Microsoft.
Phone.com is in the hot seat, which seems to be making investors
nervous. Its stock, which bounced near $200 a share in March, is
down to $68.13.

``A Qualcomm or an Oracle Quote, Broker Reports, Messages is going to emerge out of this play,``
Rossmann says. ``There will be one or two giants. We`re driving to be one of them. The opportunity is
open-ended. It`s for us to lose right now.``

Lately, Phone.com has expanded into other offerings, such as unified messaging -- a service that lets
you do e-mail and voice mail together in one spot and mix and match them to do things like e-mail a
voice message.

Phone.com sells none of this directly to consumers. It sells to cellular providers such as Sprint Quote,
Broker Reports, Messages and AT&T Wireless Quote, Broker Reports, Messages(an investor in Phone.com),
which sell wireless Web services to consumers under their own brands. The company also sells the
browser to cellphone makers, including Motorola, Nokia and Qualcomm (another investor). And it
sells developer tools to Net companies and aspiring entrepreneurs.

In this space, Phone.com is the indisputable leader. It sells to 30 phone manufacturers and 60
cellular providers worldwide, which lets Phone.com software touch about 80% of Web-enabled
phones -- a market share of Microsoftian proportions. The number of developers using Phone.com
was 6,500 in June 1999. One year later, it`s 100,000.

Competitors abound, but each is aimed only at an individual slice of Phone.com`s business.
``Phone.com`s value proposition is that it`s a one-stop shop for these carriers,`` says Mark Zohar,
analyst at Forrester Research. No one else, he says, offers the whole soup-to-nuts system for
creating a wireless Web service and tacking on premium services, such as unified messaging, which
can make some serious money for the carriers.

For now, the wireless Web market is relatively small: Maybe 25 million Web-enabled wireless
devices are out and about, and at best half of those are being assiduously used to access the Web.
Phone.com is relatively small, too. Revenue in 2000 is estimated by Wall Street to be about $87.5
million. The company has 800 employees. It`s still losing money.

But if Phone.com can hold its position in the market, the company could become another tech
monolith. The market will soar to 1.5 billion devices by 2005, according to Merrill Lynch analyst
Henry Blodget. While 5% of all cellphone users today get Web access, the number could grow to
80% by 2005. ``The birth of the wireless Internet represents an instant replay of what we experienced
in the PC-based Internet,`` according to a report by Blodget.

Notes Ted Jackson, analyst at U.S. Bancorp Piper Jaffray: ``The opportunity facing Phone.com is
tremendous.``

Oddly enough, the whole market is poised for takeoff in part because of a deal Phone.com cut early
in its existence. But that same deal opened the door for the big competitors to stride in and try to
squash the upstart.

Open standards gambit

Phone.com is Rossmann`s baby. At age 44, he`s been around Silicon Valley`s block a few times --
first at Apple, then as vice president at chip designers C-Cube Microsystems. In 1991, he became
CEO of EO, maker of an ahead-of-its-time device that combined a tablet-type computer with a
cellphone. Big and clunky, the device failed to catch on. EO was sold to AT&T, then faded away.
Rossmann exited in 1993.

The next year, Rossmann thought about his next move. His experience at EO convinced him there
was a way to bring together the Internet, which was just catching on, and wireless devices.

EO also taught him not to reinvent the wheel. Instead of building a new kind of device or even going
with something like Apple`s Newton, Rossmann would leap on the existing cellphone business. Ben
Linder, former Oracle executive and now Phone.com vice president, puts it this way: ``Alain`s vision
was to take, with the least disruption, a PC-based medium and bring it to the cellphone.``

In December 1994, Rossmann started his company, calling it Libris. A year later, he had his first
phone browser and had won the interest of Mitsubishi. In 1996, the name was changed to Unwired
Planet -- thus the product names UP.Browser, UP.Link and so on.

The company motored along, pretty much alone in its field. ``It became obvious to us that our No. 1
risk was not being adopted -- that the giants (of telecommunications) would not adopt it or get it early
on,`` Rossmann says. ``And a young company can`t wait 20 years.``

Rossmann, with the help of AT&T, initiated talks with Motorola Quote, Broker Reports, Messages, Ericsson
Quote, Broker Reports, Messages and Nokia, the three biggest manufacturers of cellphones. They secretly
met in 1997 at Ericsson`s headquarters in Sweden. The idea was to create an open standard for
wireless Internet communication, much as there are open standards for wired Internet
communication. This, Rossmann argued, would allow the wireless Net to flourish, just like the wired
Net.

In June 1997, the group agreed on a standard called Wireless Application Protocol, or WAP.

Challengers pile on

In many ways, it was great for Rossmann`s little company. WAP was based largely on his
technology, and because he was the only one doing it, he had a lead the second the deal was
signed. In the same stroke, the deal served as a blessing of Unwired Planet by Motorola, Ericsson
and Nokia. And by creating an open standard, which anyone could copy or build on, it allayed the big
companies` fears of buying from an unknown source. If Unwired Planet went under or proved to be
flaky, other companies working on the same standard could pick up the slack.

The danger is that an open standard means anyone could challenge Unwired Planet. There would be
no protection of a proprietary technology, à la Qualcomm`s wireless phone technology. Nokia could
decide to build its own phone browser -- as it`s now doing -- because its browser could be made to
work with any system based on WAP. To hold on to its lead, Rossmann`s company would have to
run like mad.

In April 1999, Unwired Planet changed its name to Phone.com. Around that time, venture capitalist
Roger Evans, who invested in Phone.com, called Reed Hundt, former chairman of the Federal
Communications Commission. ``He told me I`d never meet a smarter group of people and that they are
the next Next Big Thing,`` Hundt says. He met Rossmann at the Denver airport and was convinced.
When Rossmann asked Hundt to join the board, Hundt jumped at it, saying, ``Where do I sign up?``

Phone.com went public in June 1999. The stock price climbed nicely but not outrageously.

On the flip side, though, the challenges to Phone.com started piling up. Start-ups and big players
have been aiming at pieces of Phone.com`s business. Nokia is making its browser. Ericsson signed
a deal with Microsoft for a phone browser. More ominously, amid the hoopla over Microsoft`s new
strategic direction, dubbed Microsoft.Net, Chairman Bill Gates talked often about a wireless Web
driven by Microsoft-created software. Forrester`s Zohar has speculated that Microsoft might even want
to buy Phone.com.

Plus, there`s the challenge from Japan. The one certifiable hit in wireless Web is NTT DoCoMo`s
i-mode. It launched 16 months ago and has 7.8 million subscribers, many of them avid users. The
system isn`t based on WAP or Phone.com technology. For now, i-mode is a phenomenon only in
Japan, but DoCoMo is moving into Hong Kong and Holland and is said to be negotiating deals in
Canada, South Korea and the USA.

WAP might be the Coke of wireless Web, but i-mode is emerging as the Pepsi.

Phone.com has a plan

In the meantime, USA-based Phone.com sits in the middle of a wireless Web market that refuses to
catch fire. Americans, used to the richness of the PC-based Web, aren`t yet embracing
cellphone-based Web. A survey by Portrait of America found that one-third of those who have tried
wireless Web devices use them rarely or never. Phone.com-based systems have fewer than 1 million
subscribers in the USA.

How is Phone.com dealing with its challenges? Here`s the plan:

* Be faster and better. As Linder says, Phone.com`s lead in a fast-emerging market allows it to learn
more about the systems, the users and the bugs, and incorporate that into its products ahead of
anyone else. ``We`re on our fourth generation,`` he says. ``It makes us more reliable and predictable.``

* Stay neutral. As Rossmann sees it, anything created by Nokia or NTT isn`t going to sit well with
their competitors. Phone.com can sell to any carrier or phone maker.

* Don`t worry about Microsoft. The cellphone, Linder says, ``is far away from the PC. They`re not going
to have very focused efforts on it. But to us, it`s everything.``

* Do the Cisco strategy. Keep adding interconnected pieces of the wireless Web to the product line
and become the go-to system provider. ``Cisco is a premium product because of its richness,`` Linder
says.

So far, the plan seems to be working well enough. Wall Street analysts overwhelmingly recommend
the stock. Customers keep signing up. The most recent have been the likes of Global Telecom in
Brazil and Iusacell in Mexico. In May, AT&T said it`s using Phone.com software for the PocketNet
service it`s aggressively marketing.

Yet now you know why it`s hard to tell if Phone.com indeed adds up to a Next Big Thing. Sure, it has
the lead in a business that, despite some current unevenness, is a good bet to whoosh to the
heavens.

But it`s like a child prodigy. What it has accomplished so far is amazing. Now, as it grows up, the
question is whether it can keep its focus and become a superstar, or if it will follow the likes of
Netscape into the land of could-have-beens.Cover storyCover story

[HG1]

Hi Mike23,

ich kaufe schön langsam meine INSP, heute bei 45$, morgen oder nächste Woche bei 40$ oder bei 50$ = Salamikauf ist immer eine gute Taktik. Da ich kein Zocker sonder eher ein Langrfistanleger bin stören mich die Wellen nicht so.

[zuendi]

das ist wohl die beste strategie HG1.

dennoch ist vorsicht geboten. wenn die alten lows nicht halten, siehts böse aus...


zündi

[venturecapital]

hg1:
kann gut sein, daß du sie heute schon zu 40$ bekommst. kannst schon mal ne order bei 35$ plazieren...

[zuendi]

http://cbs.marketwatch.com/archive/20000711/news/current/net…

Morgan Stanley’s Mary Meeker told her sales force that while the second-quarter would be fine, Yahoo might make an announcement that it would increase its spending to build out its wireless initiatives, which could pressure operating margins, according to Larry Siebert, a portfolio manager at Barrett Associates. See Yahoo preview.

“It doesn’t surprise me that Yahoo would increase spending because it had said in the prior quarter that it would keep operating margins between 32 to 38 percent,” he said. “To maintain its dominance, Yahoo has to build. And fortunately, the company is profitable, so it can push the envelope a bit.”

But pushing the wireless envelope could hurt the perception of other Net wireless players, money managers said. InfoSpace, a dominant player in the emerging Net wireless infrastructure space , saw shares drop 15 percent to 42.

Merrill Lynch analyst Henry Blodget also said the key drivers for InfoSpace shares to outperform continue to be the release of wireless subscriber figures and the signing of new contracts in Asia and Europe. Blodget doesn’t expect announcements until the second half of 2000. Therefore the stock “could continue to trade sideways through the next quarter,” he said.

[Talin]

Last Gut sein abwarten Infospace is Infospace....... wen ende Juli die Zahlen kommen dann .......... schau mer weiter.

[mike23]

Ja Venture hoffe du hast das Auto von dem schönen Tagen des ATH bezahlt....wenn ich so drüber nachdenke hab ich den letzten 3/4 Monaten mehr als eine Luxuskarosse gekauft .....nur find ich die Autos nicht wieder keine Ahnung wo die geblieben sind.???

Muß wohl irgendwer anders in den Taschen haben.

Aber was soll ich bleib der guten INSP treu auch wenns wehtut.

cu soon

[schaetze]

Hallo Zuendi

bin seit längerem ein interessierter Leser deiner Insp-Beiträge.
Muß dir einfach auch mal ein Lob aussprechen, ne gute Infoquelle.

Was sagen denn die Flüsterschätzungen über die Quartalsergebnisse.

Und wann meinst du sehen wir wieder Kurse um die 60 Euro.

Ergebnisse am 27.07.?

Schaetze

[mike23]

Ach ja HG1 mich stören die Wellen auch nicht wirklich, aber zwei drei Gedanken verschwendet man dann doch daran was gewesen wäre wenn....und so......wenns nur nicht noch schlimmer wird .... die Amies halt mit ihren technischen Faktoren.

Na ja hab die INSP fürs gleiche Geld gekauft nur das drei Splitts und ne Währungsumstellung dazwischen liegen. Damals hieß es noch bei 50DM solle man anfangen Positionen aufzubauen. Wie gesagt getan!

[zuendi]

an "schätze"

umsatzerwartungen liegen offiziell bei $21,5mio, inoffiziell bei bis zu $24,7mio.
die whispers beim gewinn oder besser beim verlust liegen bei -0.01$.


zündi

[schaetze]

Na Leute

wenn das der gesamten Branche nicht hilft:

Yahoo! beats the Street
Web portal`s 2Q net income almost triples
as revenue doubles
July 11, 2000: 4:46 p.m. ET


NEW YORK (CNNfn) - The Web portal and Internet bellwether Yahoo! Inc.
reported second-quarter earnings that beat analyst expectations, as its revenue
more than doubled and traffic on its network of sites continued to grow strongly.

The Santa Clara, Calif.-based company said its second-quarter earnings, before
one-time items, totaled $74 million, or 12 cents per diluted share, compared
with $27 million, or 5 cents, in the year-ago quarter. Analysts surveyed by
earnings tracker First Call had expected the company to earn 10 cents per
share.

Yahoo! (YHOO: Research, Estimates) said that its second-quarter revenue
rose 110 percent to $270.12 million from $128.57 million in the same period
last year. Traffic on the company`s Web sites averaged 680 million page views
per day in June, up from an average of 465 million per day in December and
625 million in March. During June, Yahoo!`s global audience grew to more than
156 million unique users from 120 million in December 1999.

[Softbankler]

Falls ihrs nicht gemerkt habt...der Artikel hier ist negativ...Yahoo wird in den Wireless Markt verstärkt einsteigen, und was das bedeuted...naja..


Morgan Stanley’s Mary Meeker told her sales force that while the second-quarter would be fine, Yahoo might make an announcement that it would increase its spending to build out its wireless initiatives, which could pressure operating margins, according to Larry Siebert, a portfolio manager at Barrett Associates. See Yahoo preview.

“It doesn’t surprise me that Yahoo would increase spending because it had said in the prior quarter that it would keep operating margins between 32 to 38 percent,” he said. “To maintain its dominance, Yahoo has to build. And fortunately, the company is profitable, so it can push the envelope a bit.”

But pushing the wireless envelope could hurt the perception of other Net wireless players, money managers said. InfoSpace, a dominant player in the emerging Net wireless infrastructure space , saw shares drop 15 percent to 42.

Merrill Lynch analyst Henry Blodget also said the key drivers for InfoSpace shares to outperform continue to be the release of wireless subscriber figures and the signing of new contracts in Asia and Europe. Blodget doesn’t expect announcements until the second half of 2000. Therefore the stock “could continue to trade sideways through the next quarter,” he said.

[zuendi]

was ist daran sehr negativ soros??



INSP ist kein direkter konkurrent von YHOO im wireless bereich!
INSP liefert die portallösungen bzw services an die carrier, und die betreiben das portal dann unter ihrem eigenen namen ---> private label solution, falls dir das was sagt!

man könnte also vielmehr sagen, dass AT&T mit yahoo bei den wireless portalen konkurriert!



bei sprint zB ist es anders. die halten nichts von der private label solution, und geben den space gleich an die großen player wie YHOO etc ab. INSP hat seine services da zwar auch drauf....aber dass sie da gegen einen "markennamen" wie yahoo wenig chancen haben ist wohl klar.


bin weiterhin sehr optimistisch, dass die strategie von INSP aufgeht. und auch auf dich scheint die aktie eine unglaubliche anziehungskraft auszuüben. sonst würdest du sie sicher nicht so genau verfolgen hehe


dass der ganze wireless & wap boom noch eine weile hin sein könnte ist eine ganz andere geschichte


zündi

[John Rossi]

Hallo Leute,
gibt es einen Grund für diesen heftigen Aufschlag in D ?

Gruß,

Rossi

[AOLer]

Nachbörslich gings gestern noch um 3,5 Dollar nach oben!!!


Gruß AOLer

[John Rossi]

Danke,
habe ich bei quicken.com auch gerade gesehen.

Hoffe, daß wir die 50 USD bald wieder knacken. Charttechnisch wäre dies unheimlich wichtig.

Gruß,

Rossi

[zuendi]

Infospace Inc. Rated New `Buy` at Dresdner Kleinwort Benson


Princeton, New Jersey, July 12 (Bloomberg Data) -- Infospace Inc. was rated new ``buy`` in new coverage by analyst Prabhas R. Panigrahi at Dresdner Kleinwort Benson Securities.

[zuendi]

Heard in the Northwest:
InfoSpace May Look Promising, But It Carries a Lot of Uncertainty



InfoSpace has big plans about putting its Internet technology to work on your wireless world, but investors may not want to put the Redmond company`s shares in their portfolios just yet.

In fact, late Monday, the company`s chairman, Naveen Jain, disclosed that he sold 1.3 million of his shares in early June. That sent InfoSpace stock down 13.3% yesterday to $43.375 -- off 68.7% from a split-adjusted high of $138.50 in March.

Mr. Jain says the sale is "just diversification and is less than 2% of my holdings." He says he plans no other sales "in the immediate future." Investors shouldn`t read anything into the sale, he says, adding, "I have a strong belief in the company."

Nevertheless, when you add the sale to the market`s uncertainty about the wireless push, the shares look more vulnerable than ever, analysts say.

The company is at a key juncture as it implements a host of new software and service offerings for wireless Internet access, on top of the range of services it already provides to more than 2,500 Web sites and portals world-wide.

The result is that InfoSpace is spending heavily on new offerings at the same time it remains a relatively high-priced stock in a weak sector. Even at today`s price, InfoSpace is trading at a lofty 720 times projected 2001 earnings of six cents a share.

"InfoSpace stock is going to have a tough time to outperform the market through the summer," says Michael Graham, senior Internet analyst for Robertson Stephens in San Francisco. That is especially true now that investors are spurning once-popular measures of Internet-stock performance, such as price-to-revenue ratios, and analyzing expected profits instead.

InfoSpace wants to become the powerful partner inside the wireless Internet just as Intel became the powerful chip partner inside the personal computer. But how successful InfoSpace will be won`t be clear until wireless companies begin disclosing how many of their millions of customers are buying and using the new Internet services that InfoSpace is powering.

"It`s hard to quantify their progress so far because no one wants to share their data," says Mr. Graham, who doesn`t expect wireless companies to disclose numbers until the fourth quarter at the earliest. So investors are tiptoeing to the edge of that information gap and retreating, says Mr. Graham, who maintains a "buy" rating on the stock that he first issued a year ago, although he has no price target for the shares.

Bulls on the shares argue now is the time to leap. "It`s not just a wireless strategy," says John Graves, Internet analyst for SG Cowen in New York. "It`s a strategy to make wireless companies part of Internet transactions, too," says Mr. Graves, who initiated coverage of InfoSpace in March with a "strong buy" and a 12-month price target of $155 a share. He adds that this week`s sell-off doesn`t fundamentally change his outlook.

InfoSpace got its start in 1996 by aggregating simple data on people and places for delivery on demand to Internet sites. Today it collects data from 70 sources and delivers it to Web clients from American Online of Dulles, Va., and Lycos of Framingham, Mass., to Dow Jones in New York (publisher of this newspaper).

But the real core of the business is its software, which can slice and dice data to address specific needs. That is what attracts wireless phone companies, whose handsets don`t have the computer power or screen space to deliver the traditional Internet.

For example, someone traveling with an InfoSpace-powered phone could go on the Internet, enter a ZIP Code for the city being visited and search for Italian restaurants. The list of restaurants on the screen would also indicate with an arrow or highlight which ones were offering specials to customers of that wireless phone company -- a sort of frequent-flier program for phone customers. The restaurant would pay the phone company and InfoSpace for the highlighting feature.

Other software and service vendors are touting ways to deliver Internet content to telephones, "but none of them offer a commerce platform like InfoSpace offers," says Mr. Graves. "Wireless carriers can actually get a piece of the commerce over the phone with this, and that is very attractive."

So far, InfoSpace has sold its commerce solution to seven of the nine nationwide wireless phone companies, including AT&T Wireless Group of Redmond and Verizon Wireless of Bedminster, N.J. In addition to commerce, InfoSpace services offer wireless customers e-mail, instant messaging, calendars and other basic Internet functions.

But even InfoSpace fans who applaud the move into wireless are wary of its pitfalls. Safa Rashtchy, senior Internet-media analyst for US Bancorp Piper Jaffray in Menlo Park, Calif., pays an extra $10 a month to Verizon (formerly GTE Wireless) for Internet access. InfoSpace powers the Internet service. On a recent weekday, his Web search for a barber to take his son for a haircut produced four shops, but the phones at three were disconnected. A search for a delicatessen for lunch turned up three in the neighborhood, but didn`t list the established deli down the street.

The challenge for InfoSpace and its wireless clients is "making all these features useful and then making them essential" for busy consumers, says Mr. Rashtchy. His Internet phone isn`t there yet, he says.

In an interview before the disclosure of his stock sale, company chairman Mr. Jain said he is "disappointed" to hear of Mr. Rashtchy`s unsatisfactory search and said it is InfoSpace`s "responsibility to have good information." No phone book is flawless, he said, adding, "quality will improve as the service rolls out." The software driving the consumer and merchant services is performing well, he said. InfoSpace`s network of participating merchants totaled 400,000 at the end of the first quarter, said Mr. Jain, and "you will see a significant rise in those numbers in our second quarter," which will be announced July 26.

Mr. Jain wouldn`t say how many wireless Internet customers his company`s phone clients were signing up every month, citing confidentiality agreements. He said only that its partners have enjoyed "large adoption rates" and that customers were accessing the Internet on average about 25 times during the day.

Not all that usage was to reach merchants or seek information, however. Some of it was to access address books or other information in the users` own online archives. But those are first steps in making the wireless Internet useful and ultimately a commercial tool that will even store a user`s credit cards and function as a digital wallet.

Says Mr. Jain: "We want to convert the cellular phone into a transaction device instead of just an information device."

[zuendi]

10:05 *Wedbush Reiterates InfoSpace At Strong Buy, $240 Goal (INSP)

[zuendi]

Dresdner Kleinwort Benson zu INSP:


Prabhas (PR) Panigrahi [phone] [e-mail]
Zhihong (Jay) Li [phone] [e-mail]


InfoSpace, Inc. (INSP)
Rating: BUY



A dominant consumer wireless Internet service enabler; initiating coverage with a Buy rating

Compelling infrastructure service platform, experienced management, and extensive distribution network have positioned InfoSpace extremely well to capitalize on the global wireless Internet explosion. We are initiating coverage of INSP with a Buy rating.

* With wireless subscribers expected to exceed one billion worldwide by 2003, the convergence of wireless and Internet has created extraordinary opportunities for wireless Internet infrastructure providers, such as INSP.

* INSP`s industry leading infrastructure services platform and its extensive distribution network, reaching over 90% of all Internet users worldwide and over 80% of wireless subscribers in the US, are expected to allow the company to tap into the exponential growth of the wireless Internet and up-sell value-added products and services to wireless carriers, merchants and websites.

* We believe INSP`s strong management and scalable business model should lead to long-term revenue growth and profitability for the company.

* Customer wins, strategic partnerships or acquisitions, and sequential revenue growth could be key near-term catalysts for the stock price.

* We are initiating coverage of INSP with a Buy rating and a fair equity valuation estimate of $70 per share.

[zuendi]

SG Cowen:
INSP(Strong Buy, $43): Reit Strong Buy
Volatility Due To High Val & Insider Sales

We expect volatility in this stock due to the expectations priced into this high growth market and the fact that Infospace trades near the high end of its peer group valuation range.

Recent filings of insider sales do not cause us concern. Founder Naveen Jain`s recently reported Q2 shr sales are equivalent to those in Q1; benefical ownership is currently 64MM shrs or 27%.

We would urge investors to focus on core ind fundamentals, particularly mobile web adoption rates at both major U.S. carriers, more importantly, early adoptor mkts (Japan and Finland).

Believe early adopters have a 2 year lead on the U.S. For example, NTT DoCoMo in Japan recently reported 8.7MM users of its iMode mobile web service (28% of its total wireless subscriber base) only 18 months after introduction.

Upcoming triggers include visibility on wireless web adoption in qtrly reports of major data-centric US carriers: Sprint (July 18), Nextel(July 18) and possible announcement of licensing agreements with major Asian carriers.


major asian carrier.....hmm...NTT??? das wär der hammer


zündi

[venturecapital]

hmm, weiß gar nicht so recht, ob ich mich über die bisher guten quartalsergebnisse freuen soll (zumal ich VERT zur finanzierung des autos verkauft habe). einerseits hat uns das vielleicht vor dem fall unter die 40er marke bewahrt, andererseits wird jetzt natürlich auch wieder von jedem internetunternehmen, das in den nächsten wochen zahlen präsentiert EXTREM viel erwartet werden. insofern wird es für INSP sicherlich nicht leicht, positiv zu überraschen.
gruß
V.C.

[zuendi]

aus dem MOT earnings release:

"....Motorola increased its shipments of Internet-ready wireless phones by more than 6 million units during the quarter. Motorola believes it continues to be the leading unit volume provider of phones with micro-browsers, and its leadership will be a long-term advantage when wireless Internet services become more feature-rich and consumer friendly....."

[zuendi]

Wireless Portals Will Provide Operators with Key Competitive Edge in Europe, The Strategis Group Reports


London, July 5, 2000 - By the end of 2000, there will be approximately 16.7 million wireless portal end-users in Europe`s top 15 markets, according to a new study released by The Strategis Group. The study, European Wireless Portals: Strategies & Market Positioning, states that the end-of-year holiday season is expected to boost handset upgrades, and therefore portal activity, substantially.
"The level of freedom and the choice of services available via the portal will be key factors in the differentiation of one cellular operator`s offering from that of their competitors, in what is set to become a highly competitive marketplace," commented Jamie Moss, Telecoms Analyst at The Strategis Group.

The Strategis Group discovered a variety of factors driving European wireless portal market, including:

Handset vendors announcing that all future models are to be WAP-enabled
Operators adopting increasingly aggressive promotions and marketing strategies to encourage end-users to upgrade their handsets.
Further upgrades of WAP to support enhanced graphics and animations.
The earlier-than-anticipated commercial deployment of 2.5G and 3G infrastructure and handsets (typically 2002/3). As a consequence, by 2005, the number of portal end-users should top 183.7 million.
"Portal-based services are very much about the personalization of the end-user`s experience -- to give added functionality and relevance to their ownership of a mobile phone," said Jake Saunders, Regional Director at The Strategis Group Europe. "Internet-savvy wireless end-users will not want to be restricted unnecessarily and will desire access to localized content, no matter where they are."

The Strategis Group`s portal research also indicates that cellular operators will launch portal-based applications for use by any cellular phone user, scrapping the previously used "walled garden" content model, which restricts subscribers` access to third party portals.

The Strategis Group`s new report details more than 80 key players and pioneering companies currently positioning themselves to stake-out a piece of emerging wireless portal marketplace. Companies profiled include cellular operators, content providers, fixed-line portals and infrastructure vendors. In addition, European Wireless Portals: Strategies & Market Positioning provides wireless portal end-user penetration rates for Europe`s top 15 markets, from the year 2000 until 2005.

The Strategis Group will hold a conference call on Thursday July 13, 2000, at 3:00pm GMT to discuss findings from European Wireless Portals: Strategies & Market Positioning The call will feature presentations by the lead analysts for the study, Jake Saunders and Jamie Moss. Interested participants should email [e-mail].

[zuendi]

Naveen Jain, Founder, Chairman and Chief Strategist
Interviewed by George S. Mack

It doesn`t matter if it`s a PC, mobile phone or personal digital assistant; if it`s connected to a network, INFOSPACE (INSP) wants to be there. A year ago when we spoke with Founder and Chairman Naveen Jain, he talked about INFOSPACE as a portal-in-a-box play that gives other Internet companies an instant method for developing media content, community and revenue. That`s all still true, but today the Redmond, Wash.-based company is in the process of re-inventing the wireless mobile telephone as a ubiquitous Internet tool for information and commerce. First quarter total revenue came in at $19 million, which was up 273% from the same period in 1999 and more than 20% higher than analysts` forecasts. INFOSPACE earned $0.01 a share, far better than the forecast loss of $0.06 a share.

[THE INTERNET ANALYST — GEORGE S. MACK] How has your company changed since we spoke last year?

[NAVEEN JAIN] In some sense the company has not changed at all from the very beginning. Our vision has always been the same: We are enablers of consumer and merchant services. We provide a set of consumer services through the companies that touch consumers, and we provide a set of merchant services through the companies that touch merchants. On day one, we designed this to be completely independent of how consumers would find information.

[GSM] How are companies receiving your content today?

[NJ] Today, companies that will touch the consumers are obviously those that are online such as AMERICA ONLINE (AOL), Netscape [a unit of AOL], MSN [a unit of MICROSOFT (MSFT)], LYCOS (LCOS), GO.COM (GO) and ABC [both units of the WALT DISNEY CO. (DIS)], CBS [a unit of VIACOM (VIA)], NBC [a unit of GENERAL ELECTRIC (GE)], DOW JONES (DJ) and DISNEY itself. They all use INFOSPACE. And similarly cell phone carriers also touch consumers — VERIZON COMMUNICATIONS (VZ) and its recently acquired GTE unit, SBC COMMUNICATIONS (SBC), AT&T WIRELESS (AWE), U S WEST [now part of QWEST COMMUNICATIONS (Q)], and ALLTEL (AT). Every one of these companies uses INFOSPACE as a default platform for all of their consumer services.

[GSM] You`ve always been a platform company, haven`t you?

[NJ] Absolutely. We`ve always been the enabler, the platform, the infrastructure — whatever word you want to use.

[GSM] You`re still chairman, and you have the new title of chief strategist, but you`ve recently given up your role as CEO. What`s changed here?

[NJ] The only thing that`s changed is how we squeeze 48 hours into a 24-hour day. I was working 20 hours a day and found that there was still so much left to be done. So what do you do? You hire a guy who`s even smarter than you are and let him work 20 hours a day too. Our new CEO, Arun Sarin, and I are more or less doing identical things. Everybody wants clarity in a title, so he`s the CEO, and I`m the chairman. But what we`re doing is dividing and conquering. He`s going out and conquering the international market, and I`m focused on the United States and on making sure we continue to do the same things. He and I strategize and say, what do we do next? Who do we acquire next? What areas do we go after next? [Mr. Sarin most recently served as CEO of the U.S./Asia Pacific Region of VODAFONE AIRTOUCH (VOD) and was responsible for that company`s cellular, paging and satellite businesses.]

[GSM] I know how you derive revenue from your traditional Internet portal-platform business, but how do you generate revenue from your wireless initiative?

[NJ] It`s really a whole lot simpler. When you turn on your AT&T phone, it allows the consumer to do the things consumers want to do — whether it`s conducting commerce, communications or accessing information. AT&T (T) pays us $1 to $3 per subscriber per month. On top of that, we have this whole merchant network through our relationship with the Bell operating companies, merchant banks, radio and TV stations. These people are signing up merchants, so that if you`re looking on your AT&T phone for a restaurant, the phone will tell you the location of nearby restaurants that will give you a 15% discount right now. All you do is eat there, pay by credit card, and the next thing you know you get a discount on your credit card.

[GSM] The consumer links his credit card to his cell phone account, is that right?

[NJ] Exactly. Let`s say you have four credit cards. You register those cards with AT&T, and you`re able to use any of those cards with any promotion either to buy the stuff online or to use the service offline. So you could go to a dry cleaner, a restaurant, BARNES & NOBLE (BKS) stores or BARNES&NOBLE.COM (BNBN), and nobody will know you`re getting a promotion. So it`s not like you go to a restaurant where they know you`re getting a 15% discount and then you get put next to the kitchen.

[GSM] OK, so the carrier pays you per subscriber per month, but what`s in it for them?

[NJ] We allow the carrier to generate an additional $15 to $20 per subscriber per month through our merchant network. When you go to the restaurant, not only do you save money, but the restaurant also pays us money to send you there. And we share that revenue with the carrier partners.

[GSM] How much of the cell telephone market can you penetrate?

[NJ] Today, 88% of all the wireless carriers in the market are subscribed to one of our partners, and by the end of this year, you will not be able to buy a phone that`s not Internet-enabled. It is almost guaranteed that in the next three to five years every wireless subscriber will also be a wireless data subscriber. The only issue is how fast will it grow. It`s not a matter of "if," but "when."

[GSM] You were one of the cash-burn rate victims in Barron`s magazine`s June 19 issue. You were ranked 206th out of 227 companies they said would run out of cash.

[NJ] We have been profitable for the last five quarters. The analysts are looking for us to lose $5 million or $10 million in the next two quarters, but we have $150 million in the bank. Barron`s doesn`t even acknowledge that after two quarters we are profitable again. They say in 11 years we`ll run out of money (laughing). We don`t even give them credibility by calling to tell them how stupid that is.

http://www.theinternetanalyst.com/asp/000713sections/zeroin.…

[börsensigi]

Kurve bei INSP geht wieder nach oben
Aktuell 54,50 in Frankfurt
Ich bin zuversichtlich für die nächsten Tage.Wir sollten uns jetzt
wieder bei 60$ stabilisieren.

[Softbankler]

Warum werde ich eigentlich immer mit Soros betitelt ?

[zuendi]

*rotfl

B2B and WIRELESS RULE

[Softbankler]

Um einen Helden zu schaffen, muss man erst das schaffen, was alle Helden brauchen: einen Schurken !

[zuendi]

hier endlich die mitschrift vom redherring-interview, 30.06.2000



Michael Fitzgerald: Hello, folks, and welcome to the Redherring.com`s third Live Q&A session! My name is Michael Fitzgerald, and I`m Redherring.com`s News editor. As those of you who attended our last events with Jim Breyer and Andy Hertzfeld know, our series allows Herring readers to have closer interaction with tech industry players and personalities. Today`s guest will be Naveen Jain, a noted figure in the world of Internet business.

Michael Fitzgerald: Naveen is the founder of InfoSpace, and he has created one of the few profitable Internet companies by successfully syndicating its directory services to other sites, and now into the Wireless space. Naveen is also known to always give a good quote, pulling no punches in his predictions for the future of Wireless, e-commerce, and the new economy.

Michael Fitzgerald: Remember, folks: please submit your questions to Naveen by shift-clicking the picture of anyone on the stage, and entering your question in the box at bottom. Shift-click again to stop submitting. Also, please forgive any typing errors or flubs you see up here!... Believe me, they`ll happen. Also, note that Naveen`s words are entered into the system via a typist. So if he appears to misspell something, then it isn`t him. And everyone, remember to mark your calendars for our *next* event, with Venture Capitalist Ann Winblad! Write it down: Tuesday, July 18, 1pm PT / 4pm ET.

Michael Fitzgerald: Now, let me say some words about Naveen. Naveen came to the United States from India in 1979 and joined Microsoft Corporation in 1989. He worked on a spectrum of projects for Microsoft including MS-DOS, Windows NT and 95, and then launched Microsoft`s online service, The Microsoft Network. In 1996, after seven years at Microsoft, Naveen left to form InfoSpace. Jain has said that his mission with Infospace is to "deliver real world content on the Internet -- anytime, anywhere and on any device." But where many such grand claims have often proved to be hot air, Naveen`s company has profitably charted the syndication of content to other sites, and is rapidly claiming the wireless realms. InfoSpace`s dynamism is matched by Naveen`s outspoken industry predictions. So, enough talk... let`s bring him out: please welcome Naveen Jain.

Michael Fitzgerald: Remember, folks: please submit your questions to Naveen by shift-clicking the picture of anyone on the stage, and entering your question in the box at bottom. Shift-click again to stop submitting.

Michael Fitzgerald: Hello, Naveen... Care to say a few preliminary words? What`s on your mind these days?

Naveen Jain: Right now we are focused on enabling the services for wireless devices across the world... we already have 88% market share with such companies as Verizon, GTE, SBC, AT & T, Alltel, Voice Stream, US West… and we have had reasonably good success in Europe with Vodafone, and Delefort and 20 other carriers. We plan to expand further in Asia, Latin America and Europe.

Michael Fitzgerald: Wireless was a big theme at PC Expo this week, but it seems to be in the hype mode, primarily. How long before we`re all doing wireless on our Palm Pilots?

Naveen Jain: We believe cell phones are going to be a big running in the wireless space. I think devices such as palm pilots and pagers functionality will be merged into cellular phones... Ultimately they`ll be one device and the winner will be the cell phone carriers rather than existing portals such as Yahoo.

Michael Fitzgerald: so, cell phone companies are going to beat yahoo?

Naveen Jain: Yes, the reason is in the next 2 years there are going to be one billion cell phones and only 200 million pcs... that means that 80% of all users will have no relationship with any existing portal and they will experience the Internet the first time through their carrier relationships.

Michael Fitzgerald: Interesting comment. Here`s another one along those lines: audience member `Foresight` asks, In your opinion, why has broadband Internet access not experienced rapid acceptance and growth as predicted

Naveen Jain: The broadband is really designed by geeks for other geeks... The type of things we do today does not really require broadband... however, there are certain applications that are possible with broadband that were not available before... and these applications will be much more niche market applications.

Michael Fitzgerald: So why would consumers migrate towards wireless devices when there are no applications utilizing such speeds? And, what apps would help consumers adopt this technology?

Naveen Jain: Wireless is different from broadband... wireless allows a consumer flexibility to do things wherever they are… that means the consumer will be able to conduct commerce in the offline work using their cell phones or access their information and act on it wherever they are.

Michael Fitzgerald: A follow up from the audience. wirelessworld: If we didn`t have portals wouldn`t it be like meeting on a football field w/ a million people. You wouldn`t know where to go."

Michael Fitzgerald: How do we get navigate in a wireless world?

Naveen Jain: The carriers are using Infospace to provide an integrated experience for the mobile world... in some sense it`s a portal made for the mobile devices.

Michael Fitzgerald: Do you think that eventually pay-for-dialup-Internet-access will be thing of the past and free Internet access will be wave of the future? Any comments on this?

Naveen Jain: I think both are going to be around for a long time... there are people who will demand quality, reliability and customer service that they are willing to pay for. And the lower area, the people will switch to free Internet but they will have to put up with advertising and poorer quality service.

Michael Fitzgerald: How will your Web site continue to attract consumers? What`s in it for them? That`s from Iriesh, in the audience.

Naveen Jain: We do not attract people to our Web site... we provide infrastructure and services to other Web sites and cell phone carriers. Our Web site partners are AOL, Netscape, MSN, Lycos, GO, ABC, CBS NBC, Dow Jones, Disney and similarly we provide our services on cell phones to Verizon, SBC, AT&T and others.

Michael Fitzgerald: Guest_4290 asks: Do you see the Bluetooth technology as a viable connection between the cell phone and local merchant?

Naveen Jain: Bluetooth could be very interesting and viable technology if it is deployed wisely... yet to see if this whole thing will work.

Michael Fitzgerald: Naveen, at Omnisky, yahoo has it`s own top level listing, and I think Infospace will provide the MyOmnisky Portal. How does this eliminate Yahoo in 2 years? That`s from ecademy, in the audience.

Naveen Jain: Ultimately, just like other carriers, Omnisky will want to maintain the relationship with their customers rather than throw the user away to Yahoo… and let Yahoo drive all the value. If carriers link to Yahoo, they will be turned into dumb pipes just like the other ISP`s.

Michael Fitzgerald: Back to wireless. Audience member American asks: Will there come a time when consumers won`t pay for wireless services? Will merchants eventually pay?

Naveen Jain: Yes... Ultimately the phones will turn into transaction devices... and the service will be merchant subsidized...

Michael Fitzgerald: TD: If you wouldn`t mind commenting on your tenure at Microsoft and launching MSN, what made you decide to leave Microsoft Corporation and a launch a new portal service InfoSpace?

Naveen Jain: I left Microsoft not to build the portal... but to be able to provide infrastructure for consumer services and merchant services that is today being used by all major web sites... major carriers and all RBOCs... This allows us to create a market place with largest numbers of consumers with access to largest number of consumers with access to merchants.

Michael Fitzgerald: several audience members want to know if you`re particularly impressed by any of the carriers out there?

Naveen Jain: We are very impressed with Verizon, they are the largest carriers... this is an merged entity with Bell Atlantic and Air Touch and GTE.

Michael Fitzgerald: TD: What exactly makes InfoSpace different than Yahoo!? Supplementary question, how do you manage to turn a profit while other Internet startups are going "belly up"? That`s from the audience


Naveen Jain: What differentiates us from Yahoo is we are not spending money to draw users to our Web site... We provide the services to other Web sites and carriers and get paid by these companies.

Michael Fitzgerald: *Revvy asks: Obviously designing a user interface for a phone is different than a browser. What steps are modern companies taking to ensure that their sites will work on all platforms?

Naveen Jain: It is not about taking the existing applications from Web sites to cell phones... you really have to think outside the box and build applications which are designed for a mobile user... ireless Internet is not Internet on wireless devices.... It is a completely new paradigm shift. That means putting the existing content on a cell phone is similar to putting Time Magazine on the web and calling it an Internet application.

Michael Fitzgerald: Along those lines, several members of the audience want to know your thoughts on the e-scheduling and appointment space. Big market for you, wireless space?

Naveen Jain: Europe is ahead of the US in the wireless area... however they are behind the US in terms of Internet applications... Europe and Japan has mostly by-passed the pc generation and their first experience of the Internet is coming in from the wireless devices... We think US will catch up and even surpass Europe in terms of sophisticated commerce applications in the next two years.

Michael Fitzgerald: So, two years before wireless transactions start to take off here?

Naveen Jain: No… wireless transactions are going to start in the next several months. Infospace has already announced that AT&T will be launching commerce applications in the near future.

Michael Fitzgerald: there`s a lot of interest in your international plans from our audience. excluding your partnerships, what markets are you focusing on?

Naveen Jain: We are focused in Europe primarily in UK, Germany, France, Italy, Spain… and in Asia with Japan, China and Korea. In Latin America our focus is on Mexico and Brazil.

Michael Fitzgerald: That`s a lot of expanding. How `re you going to handle all of those countries?

Naveen Jain: That`s why we hired seasoned management people like Arun Sarin... who are CEO of Vodaphone and Air Touch and built Air Touch from 15 people to 15,000 people in 25 countries... and we recently hired a new CFO, Rand Rosenberg, who headed the global communication banking for Goldman Sachs, Soloman Brothers and Montgomery Securities.

Michael Fitzgerald: So you`ve got the management team in place. Are you still burning the candle on both ends, or are you able to relax some now?

Naveen Jain: I still work about 18-20 hours a day, 7 days a week. There`s just so much to do.

Michael Fitzgerald: You`re kidding, right?

Naveen Jain: No. I, in fact, put in those long hours.

Michael Fitzgerald: On the topic of transactions on wireless devices--what are your thoughts on dynamic pricing services like NexTag or Talus delivered to people shopping from their wireless phones?

Naveen Jain: Wireless devices are going to be used for information that can be acted upon... with a single click to complete a transaction or a transaction that can seamlessly be completed in the offline world. These are the type of technology that Infospace has developed for the mobile user.

Michael Fitzgerald: In a related question, Iriesh asks: Are you aware of any systems which currently conduct financial transactions via the web or cellular network using wireless devices?

Naveen Jain: Yes, we allow a user to complete the financial transactions both in the online and offline world... which obviously leads us to the question of security -- how do you secure wireless transactions?

Naveen Jain: Security is handled because our solutions are server based rather than client based. No credit card information is sent from cell phone but are stored on a secured server.

Michael Fitzgerald: Do you see the security question as a major gaiting factor in your expansion?

Naveen Jain: No, security is not the gaiting factor at all... it is simply a matter of habit and adaptation.

Michael Fitzgerald: You`re participating in a live event right now. Do you see a future for live events in the wireless world?

Naveen Jain: Possibly... but it does not seem like killer application, however, interactive games are a different story.

Michael Fitzgerald: Tell me more about gaming on cell phones...you can`t mean we`ll be playing quake on them.

Naveen Jain: As the bandwidth increases, you`ll be able to do more interactive graphical games... but until then they`ll be limited to old character based games.

Michael Fitzgerald: Back to transactions. wirelessworld asks: When will I be able to buy a soda w/ my cell phone in the U.S.?

Naveen Jain: It`s not that far away. In fact Coke recently announced that they will be putting vending machines that will allow you to buy soda with your cell phones.

Michael Fitzgerald: Seems like wireless will be slow until 2.5G and 3G networks are rolled out. how is INSP (InfoSpace`s ticker) preparing for this in the meantime and working with the partners to "pass the time" ... That`s from kjs, in our studio audience.

Naveen Jain: Not really, most applications that people are using now does not require high bandwidth such as Instant message, address books, calendars, or personalized information.

Michael Fitzgerald: On transactions, how important do you see a Web site being in terms of conducting a transaction between a wireless device and vendor? Will Web sites even be a part of the picture?

Naveen Jain: No, Web sites will not be part of the picture. Less than 5% of the transactions that happen are online transactions. Most of other transactions are going to be offline transactions where Web sites will not be involved.

Michael Fitzgerald: Looking abroad again, BC asks: How do you see ecommerce developing in emerging markets like Latin America and Asia, where payment and distribution systems are currently inadequate?

Naveen Jain: We are building technologies and services that allow people to complete transactions using cash or checking accounts. That will allow commerce to happen in the countries where credit cards are not popular.

Michael Fitzgerald: Remember, folks: please submit your questions to Naveen by shift-clicking the picture of anyone on the stage, and entering your question in the box at bottom. Shift-click again to stop submitting.

Michael Fitzgerald: This is our last question.... do you see it as a barrier to transactions that many people in Asia and Latin America don`t like to use credit cards?

Naveen Jain: No, we`re enabling cash economy to be able to work to complete the transaction both online and offline.

Michael Fitzgerald: A big thank you to Naveen Jain for being here with us. Thank all of you, too, for coming. Sorry we couldn`t get to all of your questions.

Naveen Jain: Thank you for inviting me. It was a great session!

Michael Fitzgerald: Have a happy Fourth of July weekend, and remember, our next event is with venture capitalist Ann Winblad, Tuesday July 18, 1 pm PDT.



http://www.redherring.com/discussions/qa/archive/jain.html

[venturecapital]

cool, wir scheinen bei NTT jetzt durch die hintertür zu kommen. DoCoMo will und wird wohl VoiceStream kaufen und die haben ja bekanntlich INSP als partner. bin mal gespannt!
gruß
V.C.

[venturecapital]

Earnings preview from Piper Jaffray...
by: stkmkt_99
7/14/00 9:47 am
Msg: 63373 of 63393
Fri.,July 14....We believe Infospace will report another strong quarter,exceeding both our top-and bottom-line estimates.We
expect the company could announce new wireless carrier agreements,particularly in europe where new CEO Arun Sarin has
been focusing efforts this quarter.We note there is a strong announcement pipeline for Infospace as its services go live and
become adopted by users on the major carrier platforms in the United States,providing high visibility for the stock.Over the
next several quarters,Infospace should be able to report significant tangible results on the wireless front as services are
launched and adopted.

(aus dem yahoo-board kopiert)

[venturecapital]

July 13th, 2000 - Thursday

Wireless Internet: The Players by

According to a recent report the only two internet-related sectors in
the black year-to-date were Wireless Products and Services (+23%)
and Security (+14%), the latter mainly because of recent hacker
attacks and virus scares.

The mobile internet sector is now widely regarded as “the next big thing” with
exponential growth potential. I’ve put together a brief overview of the players and
the up-and-coming startups vying in the arena. Hopefully it includes enough random
facts that you can pretend to be the wireless expert to your family and friends.

The U.S. Market

500,000 to 1 million wireless internet users by mid-2000 to grow to 10.2 million in
2001 and 38 million in 2003.

Source: WR Hambrecht

The Players

724 Solutions (SVNX)

- Wireless data middleware for financial companies. Revenue from
licenses and application hosting. Clients include Bank of America,
Citigroup and Wells Fargo

Aether System (AETH)

- Wireless data middleware provider for corporations. Delivers
information and transaction services, software licensing and wireless
support/professional services. Clients include Charles Schwab,
Reuters and Morgan Stanley Dean Witter.

Avantgo (Private)

- Provides wireless data solutions and enterprise web-applications for
businesses, primarily on handheld PDA platforms (Palm and Windows
CE). Clients include McKessonHBOC and Massachusetts General
Hospital.

FusionOne (Private)

- Provides service that lets users synchronize their personal
information management data across many devices and internet
platforms.

Geoworks (GWRX)

- Developer of operating system software for mobile phones, moving
to providing wireless information and professional services. Irking the
mobile internet industry by insisting on licensing fees on their
WAP-related patents.

Go America (GOAM)

- National wireless ISP for PDAs, Research in Motion pagers, and
laptops. 8,700 subscribers on March 31, 2000.

InfoSpace.com (INSP)

- Provides outsourced internet information & infrastructure services
for wireless portals. Has relationships with 25 wireless carriers and
provides internet wireless portal for 5 of them.

Metricom (MCOM)

- Wireless ISP for latops. Currently 29,000 subscribers in San
Francisco, Seattle and Washington.

OmniSky (Private)

- National Wireless ISP that sells service on custom-made wireless
modem hardware add-ons for Palm V/Vx PDAs

Phone.com (PHCM)

-Phone.com’s web-browser licensed to 30 wireless phone makers on
over 150 mobile phone models. 6 million Phone.com browser enabled
mobile phones active worldwide

- 60% market share of WAP gateways

Major National Wireless Carriers

AT&T Wireless - 256 million POPs

Nextel - 272 million POPs

SBC/BellSouth - 186 million POPs

Sprint PCS - 272 million POPs

Verizon - N/A

Voicestream - 220 million POPs

Definitions

CDMA: Code Division Multiple Access. Wireless technology standard popularized
by Qualcomm (QCOM) and used by Sprint PCS and Verizon.

GSM: Global Standard for Mobil Communication. Wireless technology standard
dominant in Europe and Asia. Used by Voicestream in the U.S.

TDMA: Time Division Multiple Access. Wireless technology standard used by
AT&T wireless and SBC/Bell South.

WAP: Wireless Application Protocol. To address issues of limited bandwidth, small
display screens and input issues of wireless devices, WAP was created to be a
more efficient means of transmission than traditional HTML and TCP/IP protocol.
WAP is based on WML (wireless markup language), a derivative of XML

[venturecapital]

ui, da habe ich ja mal was richtig gemacht, hab heute eine kleine trading position zu 57 euro verscherbelt. ohne news kommen wir wahrscheinlich so schnell nicht mehr über die 55$.
gruß
V.C.

ps.
zur abwechslung mal wieder ein kleiner hinweis auf CMTN, nähern sich grade einem neuen ATH. hoffentlich sind die zahlen montag gut...

[D. Duck]

Wann gibt`s eigentlich Zahlen bei Infospace?

D. Duck

[venturecapital]

26.7, steht auch irgendwo schon in diesem thread, glaub ich.
gruß
V.C.

[D. Duck]

Danke, Venturecapital!
Dann halte ich Infospace mal noch so lange...

D. Duck

[wissi71]

Weiß jemand, warum Infospace am gestrigen Tage gegen den Markttrend
so abgegeben hat? Die hatten doch in den Vortagen noch keine 50% gemacht wie beispielsweise C 1.
Ich verstehe gar nicht, wieso ein so guter Wert wie INSP nicht bergauf geht, wenn es doch die anderen tun.

[Softbankler]

Phone.com hat schon wieder einen grossen Fisch an Land gezogen. Eine der grössten südamerikanischen Telcos nutzt die PHCM-Technologie (den Wap Browser) und ausserdem eine PHCM Plattform, zum streamen von Content...emails, Kurse usw..

Ausserdem erhebliche Konkurrenz von yhoo

Ausserdem will NTT Docomo Voicestream übernehmen, und NTT ist kein Kunde von Infospace. Infospace ist aber mit Lieferant von Voicestream, dieser Vertrag steht unter Gefahr !

Ausserdem erhebliche Insiderverkäufe von Jain bei ca. 50 $

[venturecapital]

naja, man könnte das auch als chance begreifen mit dem VoiceStream-kauf, für mich ist das glas jedenfalls halb voll...
und die verkäufe waren alle avisiert, das sollte niemanden mehr schocken. ich bin überzeugt, daß es vor den zahlen wieder hoch geht.
gruß
V.C.

[zuendi]

http://www.bizjournals.com/jacksonville/stories/2000/07/10/d…

Hotbiz.com, InfoSpace form B-to-B partnership 12.07.2000

San Jose-based Hotbiz.com, an Internet infrastructure company that produces Intranet and groupware applications, has formed a new partnership with Bellevue, Wash.-based InfoSpace, a wireless B-to-B content and infrastruture provider. Hotbiz.com will join 3,000 other companies in InfoSpace`s affiliate network that provides content and related services to users of wireless devices. InfoSpace will integrate Hotbiz.com`s B-to-B applications on InfoSpace`s B-to-B center.

[börsensigi]

hi,
kann mir jemand sagen wann INSP die Zahlen bringt

[german]

Hallo,

Zahlen über http://www.whispernumbers.com

Bambi Francisco`s Net Sense

Blodget: The wireless Web democracy
Part II: Merrill analyst gives wireless outlook
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 2:45 PM ET Jul 16, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBS.MW) - It`s better to spread your bets across the wireless Net sector. Even though in a couple of years the winners will begin to emerge, at the moment, the wireless Web world is a democracy.

"It`s not a winner-take-all game," according to Merrill Lynch`s Henry Blodget. Not at this point, anyway. At least during the initial stages, which could take several years, the spoils, will be divided democratically.
Today on CBS MarketWatch
Big Tobacco smoked by jury
Nasdaq closes week up 6%
Omnivision IPO rockets into the market
Wholesale price report shows slowing demand
Commentary: Is Welch`s book really worth so much?
More top stories...
CBS MarketWatch Columns
Updated:
7/14/2000 6:31:28 PM ET

That`s because business models are evolving and no one knows who has the leverage and power to control the pricing environment or has a product that doesn`t immediately turn into a commodity.

Who wins? Will it be content providers, wireless carriers, handset or PDA manufacturers, virtual bricklayers and the plethora of oh-so-original wireless application service providers?

In Part II, of this two-part series on Blodget`s views, he shares his thoughts about the wireless Web.

Blodget: It`s not a matter of either the carriers or Yahoo or, for example, Infospace (INSP: news, msgs). In the beginning there are certainly enough opportunities that a lot of companies will be able to carve out a nice piece of the market for themselves. For current Yahoo users, it`s going to be much more convenient to take your Yahoo account to your cell phone, or at least access your cell phone from a wireless device or PDA, whatever it happens to be rather than programming a whole new set of information. Our general sense is that we think Yahoo will certainly capture some share of the wireless port market. At this point we doubt it will be as much share Yahoo has on the personal computers. IT may not get a 65 percent reach on wireless. Still, it`s a decent opportunity.

CBSMW: But how does one make money in wireless? Do you see wireless carriers paying for content or content providers paying for placement? Who has the leverage?

Blodget: Initially, it`s very early and hard to say how the models will evolve. I think that one of the ways we`re certainly seeing it evolve in the U.S, that seems plausible for it to evolve long term, is if Yahoo gets a share of revenue from the carrier for the amount of minutes that are generated using My Yahoo (YHOO: news, msgs). For example, one of the ways the U.S. carriers are charging now for wireless data services is to charge by the minute, and so if I am a user of a particular cell phone and I log into My Yahoo and I generated another 30 minutes of usage time over the course of the month that creates a lot of incremental revenue for the carrier and Yahoo can easily get a piece of that. The carrier is likely to get a piece of the commerce transaction as well. There are some opportunities for advertising and sponsorships. Yahoo merchant that is featured in Yahoo suddenly appears on the phone, and yahoo could presumably capture some percentage of a transaction. It`s like the Internet on the personal computer five years ago. It`s not clear how the monitor will evolve, but we`re confident that there will be an economic model there.

CBSMW: You mentioned InfoSpace. At the end of the day, will consumers want a wireless carrier branded portal powered by InfoSpace or will they want a branded name like Yahoo?

Blodget: I think that the way InfoSpace and the wireless market in general is being viewed is that it`s a winner-take-all-game. Therefore you have a situation where the perception is often going to be that the carriers or Infospace or Yahoo wins, but no combination of the above. Of course, America Online (AOL: news, msgs) as well. Our sense is that there really is enough opportunity for those companies. They`re offering entirely different services. The carriers are actually offering the wireless service. InfoSpace is essentially offering a wireless portal in a box to the carriers to allow them to create portals effortlessly and then monetize them. Yahoo is bringing in actual users who are already loyal to the Yahoo brand. Certainly, in the initial stages, which is between three and five years, there is room for all of those models. Over time the question becomes which three have the most leverage or ultimately how big is the piece of pie for each one of the three. At this point it`s just too early to see. There`s no question that the value proposition that InfoSpace is bringing to the carrier is a very strong one. Now the question is ultimately how does the pricing of that value proposition maintained over time and ultimately how quickly is it rolled out. And how quickly can InfoSpace gain revenue from it.

CBSMW: Back to Yahoo. Now, that the landscape has changed. What kind of combination makes sense to you, if they make sense at all? Yahoo and Disney or Yahoo and EBay (EBAY: news, msgs).

Blodget: We`ve never understood the idea that Yahoo would go out and buy Disney as a counter to Time Warner. I think that if both AOL and Yahoo were to come to a fork in the road, what will end up happening is that they would have taken opposites routes. AOL is clearly taking a major conversion route. On the other hand, Yahoo has a neutral position of being a third party, and it wants to simply try to drive as much usage as possible worldwide. Yahoo is behind AOL in that respect right now. But it`s also a very powerful strategy, and we don`t think it needs to saddle the bells with theme parks and movies and that sort of thing. EBay, on the other hand, will definitely complement Yahoo`s commerce business. EBay has pretty much a monopoly auction business. That makes sense. But at this point we doubt you`ll see either of them.

Check out Blodget`s views about the different growth stages of the Internet economy. In Part I of my interview, Blodget speaks favorably about America Online, Ariba (ARBA: news, msgs), Inktomi (INKT: news, msgs) and Yahoo.

german

[zuendi]

Sunday July 16 5:11 PM ET
Verizon To Launch Mobile Service

By BRUCE MEYERSON, AP Business Writer

NEW YORK (AP) - Verizon Wireless planned to unveil its version of the wireless Internet on Monday with a new service for cell phones named Mobile Web.

The new service combines many of the features already introduced separately by Bell Atlantic Corp., Vodafone AirTouch and GTE, the three companies that recently merged their wireless operations to form Verizon and create the nation`s largest mobile phone carrier.

Mobile Web, priced at $6.95 a month, follows the same basic formula as rival offerings such as AT&T`s new PocketNet service and Sprint`s Wireless Web, the first and most established player in a market that`s less than a year old. In fact, one of the biggest differences among the competing services has been the pricing, which ranges from a free basic package with AT&T to the $9.95 per month charged by Sprint and others.

Among other things, Verizon`s Mobile Web users will be able to access short bites of news and information, check movie listings, comparison shop and trade stocks through leading vendors, as well as visit a growing number of other Web sites that are being formatted for the tiny screens of mobile phones.

Mobile Web features 32 branded Web sites, including ETrade and Fidelity Investments for financial services, ABC News and ESPN for online content, and Amazon.com for shopping, as well as Microsoft`s MSN online network.

Verizon subscribers, like their counterparts using other wireless providers, will be able to personalize and customize the menus and links they see when they log on to the Internet with a mobile phone. They can also program the service to send their phones periodic updates on various types of information or special alerts when a stock moves sharply in price.

Usage time for the Mobile Web service will be deducted from whatever bundle of minutes are included the subscriber`s wireless calling plan. The $6.95 fee also includes up to 100 updates or alerts per month. Verizon is offering a free three-month trial of the Internet service to its 25 million mobile phone subscribers.


der 3monatige free trial sollte die nachfrage ankurbeln. gut für verizon, gut für INSP

[zuendi]

http://www.wallstreetonline.de/community/board2/ws/thread/18…

hab mal nen neuen thread eröffnet mit den china news