** CNET ** (901686) Research Start 20.07.00 DER ContentProvider der iNet-Branche? - 500 Beiträge pro Seite

[KiKo]

Hier werdet Ihr demnächst News, Analysen und Infos zu CNET finden. Eure Beteiligung und Meinungen sind erwünscht. Weitere Threads von mir findet Ihr unter User-Suche > KiKo <.

Starten wir doch einfach mit dem überzeugenden Quartalsbericht und ein paar Meinungen:
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Kurzform:
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Cnet posts better than expected earnings

SAN FRANCISCO, July 20 (Reuters) - Online information provider CNET Networks Inc. (NasdaqNM:CNET - news) on Thursday posted better-than-expected operating earnings for the latest quarter and said it expected full year revenues to top $200 million.

CNET, which on Wednesday said it would buy rival Ziff-Davis Inc. (NYSE:ZD - news) and its online business ZDNet Inc. (NYSE:ZDZ - news) for $1.6 billion in stock, reported pro forma net income of $2.5 million, or 3 cents a diluted share for the second quarter, excluding goodwill amortization, net gains on investment sales, and related taxes.

That was down from 7 cents a share a year ago, but well above the Wall Street consensus of 1 cent a share, according to First Call/Thomson Financial, which tracks earnings estimates.


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>Ich wiederhole: 1 Cent Gewinn erwartet, 3 geliefert - das ist 200% ÜBER den Erwartungen!<
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Revenues more than doubled to $52.2 million from $25.6 million a year ago.

Including goodwill amortization related to acquisitions, net gains on investment sales, and related taxes, CNET posted a net loss of $20.7 million, or 24 cents a share, compared with a profit of $9.2 million, or 11 cents a share.

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Ausführlich:
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CNET Networks, Inc. Reports 104 Percent Annual Increase in Revenue Records 18Percent Sequential Revenue Growth and Increased Profits

Thu Jul 20 16:13:00 EDT 2000

SAN FRANCISCO, Jul 20, 2000 /PRNewswire via COMTEX/ -- CNET Networks, Inc.
(Nasdaq: CNET), today reported net revenues totaling $52.2 million for the
quarter ended June 30, 2000, compared to net revenues of $25.6 million for the
second quarter of 1999, an increase of 104 percent. Pro forma net income was
$2.5 million or $.03 per diluted share for the quarter ended June 30, 2000,
excluding goodwill amortization, net gains on investment sales, and related
taxes. In the second quarter of 2000, net revenues for CNET Networks increased
18 percent over the year`s first quarter. The company has seen sequential growth
in revenues in each of the 16 quarters since it went public in 1996.

Including goodwill amortization related to acquisitions, net gains on investment
sales, and related taxes, CNET Networks net loss for the second quarter ended
June 30, 2000 was $20.7 million, or $0.24 per share.

The company`s increased revenues were a result of growth in traffic and higher
monetization of that traffic, the highest quarterly revenue ever for its
broadcast division and the increased contribution by units serving the business
IT supply channel. CNET Networks, across its multiple brands and platforms,
continues to demonstrate the value of using trusted information to connect
buyers, sellers and suppliers.

"The strength of our information-based commerce platforms is highlighted by this
quarter`s better-than-expected financial results," said Shelby Bonnie, CEO of
CNET Networks, Inc. "Our model, using information to empower buyers, sellers and
suppliers, is really beginning to demonstrate the financial leverage possible.
We showed triple digit revenue growth, profitability and we continued to invest
in new opportunities at the same time."


CNET Networks Q2 Operating Highlights:

-- Average daily page views grew to 16.8 million, up from 10.8 million in
the second quarter of 1999, an increase of 56 percent.
-- Revenues per 1000 page views increased 35 percent over the second
quarter of 1999 to $33.
-- Advertisers grew to approximately 900 compared to 364 in the second
quarter of 1999.
-- Daily leads to merchants reached 200,000, up 52 percent year over year,
and revenue per lead reached an average of $0.74 in the quarter.
-- Average annual revenue per user based on the last 12 months increased
to $17 compared to $10 in the second quarter of 1999.
-- CNET delivered nearly 150 million user-requested email newsletters in
the second quarter. The newsletters provided information on more than
90 different subjects to CNET`s proprietary list of 11.8 million
targeted individuals, up from 11 million in the first quarter.
-- Broadcast revenues reached a record $3.0 million, with 28 percent gross
profits driven by CNET Radio, which signed advertisers such as United
Airlines, Cisco Systems, Oracle and IBM.
-- CNET Data Services (CDS), the leading provider of technology
information for businesses in the IT channel, continued to attract
growing numbers of licensees for its Transactive Product Data(TM).
CNET Data Services now has more than 50 customers that hold over 90
licenses for the database. During this quarter, CDS signed ASI
Corporation, CompSource Inc., OneChannel.net and Interlink
Communications Systems, as well as many others, to its client roster.
-- CDS grew its multilingual product database to more than
300,000 products, up from 170,000 in the first quarter of 2000.
-- CNET News.com was named Forbes Magazine`s "favorite" technology news
site in its summer 2000 "Best of the Web" issue.
-- CNET was honored by the Computer Press Association, in cooperation with
Medill School of Journalism, with two CPA Awards for News.com and
CNET.com. The annual awards are the preeminent editorial awards for
technology media and recognize excellence in the coverage of computing
issues.
-- CNET Networks generated $5.7 million in earnings before interest,
taxes, depreciation and amortization (EBITDA) representing an 11
percent margin.
-- CNET Networks, excluding the results from mySimon, generated
$11.3 million in EBITDA representing a 23 percent margin.

"We made significant progress this quarter in our key areas of focus --
developing the IT channel, expanding our product offerings for business
audiences, and expanding our footprint through greater distribution and
increased breadth," added Bonnie. "We continue to extend the breadth and depth
of the services we offer to manufacturers, merchants, advertisers and business
partners to provide them with the most valuable information platforms to
effectively reach and motivate their customers."

Developing the IT Channel

Over the past year, CNET Networks has been focused on creating an independent
information source for the IT supply channel, increasing the quality and
availability of information available to all channel participants, including
manufacturers, distributors, VARS, resellers and IT consultants. CNET began its
channel initiative with the acquisition of CNET Data Services in 1999 and the
subsequent launch of CNET Media Services. As part of this channel initiative, on
July 14, 2000, CNET announced that it had acquired Apollo Solutions, Inc., which
provides a Web-based application where Value Added Resellers (VARS), IT
consultants and resellers can access real-time product information, pricing, and
availability from multiple manufacturers and distributors, increasing the
efficiency of the channel.

"Our offering within the IT supply channel is one of the most important
initiatives we have as a company and is consistent with our efforts to be the
most important information provider to the technology industry," Bonnie noted.
"As a company, we were pioneers in providing services like CNET Computers.com
and CNET Shopper.com, effectively connecting buyers and resellers. We now bring
those same pioneering efforts to provide a similarly efficient platform to the
channel."

In addition, during the second quarter, CNET Networks launched its NetBate
Instant Promotion service from CNET Media Services. This new marketing service
allows technology manufacturers and resellers to broadcast value-added
propositions, such as cash-back rebates, premiums and other special promotions
more widely, accurately and efficiently than ever before. Participating
manufacturers at the launch of the NetBate program included Dell, Intel and
others.

Technology powerhouse for business audiences

In April, 2000, 71 percent of CNET`s unique work audience influenced corporate
or departmental purchasing. During the second quarter, CNET reached over a third
of all information services management professionals who are active online at
work, according to Nielsen NetRatings. Adult CNET users are 78 percent more
likely to have a MIS/IT/IS occupation than those using other Web sites.

"Technology products are only becoming more central to businesses throughout the
world. With the accelerated pace of change, we have an enormous opportunity to
provide information and commerce platforms in these areas," said Bonnie.

In order to better serve its business audience, CNET added to its existing suite
of business-information Web sites, launching CNET Webware and CNET Enterprise in
the second quarter.


-- CNET Webware brings together the most comprehensive directory either in
print or online of ASPs -- Web-enabling products and services -- with
leading analyst opinions, pertinent news, and company spotlights and
case studies to help small to medium-sized businesses find the best
Web-based application solution.
-- CNET Enterprise combines CNET`s award-winning editorial coverage of
business technology with multiple analyst viewpoints never previously
offered in one place, including such highly respected firms as Gartner,
META Group, Forrester Research, Aberdeen Group, AMR Research, Hurwitz
Group, INPUT and SPEX. The site provides business managers, owners
and CEOs, who are responsible for making IT decisions and purchases,
with comprehensive and credible IT information -- all in one place.
CNET Enterprise signed three premier sponsors, including Sun
Microsystems, during the quarter.

Expanded footprint

As part of its strategy to expand its footprint, CNET Networks has been actively
extending its existing content distribution through new platforms and
syndication. CNET and mySimon have formed alliances with top wireless companies
in order to extend CNET Network`s global reach to the fast growing number of
people using wireless devices and high-speed connections to the Internet. During
Q2, CNET announced or signed distribution contracts with AOL, OmniSky, Nextel
Communications and AT&T. Information from CNET and mySimon information is now
available to AT&T`s PocketNet; PDA users through Omnisky and AvantGo; and pager
devices and Motient e-Link Service via Neomar`s WAP browser and Mobil Portal.

Distribution of CNET Networks content also continues to drive new traffic to its
Web sites while expanding its reputation via partners such as AOL, Associated
Press, Fortune and eCompany Now and Business Week. This quarter, in another
example of new ways to make its information relevant to individual users, CNET
Gamecenter.com handpicked some of the premier independent computer gaming sites
and brought them together to create the CNET Gamecenter Alliance, providing
highly comprehensive and relevant content on gaming. The Gamecenter Alliance
delivered over a million unique users during its first month, in April 2000,
according to Media Metrix.

CNET Networks to acquire ZDNet

On July 19, 2000, CNET Networks, Inc. announced that it had signed a definitive
agreement to acquire ZDNet. The acquisition, which is expected to be completed
during the fourth quarter of this year, will make CNET Networks the global
leader in providing technology information and related services to businesses
and individuals across multiple platforms, including online, wireless devices,
television, radio and print. Together the companies will have an unduplicated
online audience of 16.6 million unique monthly users and would rank as the
eighth largest property on the Internet with a reach of 22 percent, according to
May 2000 Media Metrix data, and 25 international sites in 14 languages.

To effect the acquisition of ZDNet, CNET Networks will acquire the outstanding
common stock of Ziff-Davis, Inc. Under the terms of the merger agreement, each
share of ZD common stock (NYSE: ZD) will be converted into 0.3397 shares of CNET
Networks common stock and each share of ZDNet common stock (NYSE: ZDZ) will be
converted into 0.5932 shares of CNET Networks common stock. CNET expects to
issue approximately 50 million shares of common stock in the transaction, valued
at approximately $1.6 billion based on Tuesday`s closing price. As a result,
holders of Ziff-Davis stock will hold approximately 35 percent of the combined
equity.

Investments

CNET Networks continues to have one of the strongest balance sheets in the
industry with cash and marketable securities valued at approximately $600
million. The company currently has more than $338 million in cash, investments
in 9 publicly-traded companies valued at approximately $275 million and
investments in more than a dozen privately-held companies.

Outlook

In 2000, revenues for CNET Networks, Inc., reflecting the combined businesses of
CNET and mySimon, are expected to exceed $200 million. The company is expected
to generate operating income before amortization expense for the full year 2000.

Stock Repurchase Program

CNET Networks announced on April 23, 2000, that its Board of Directors had
authorized the repurchase from time to time of up to $100 million of its common
stock as market and business conditions warrant. In the second quarter
approximately 700,000 shares were bought back at a cost of $23 million.

CNET`s second quarter earnings conference call will be Webcast live at 4:30 PM
EDT (1:30 PDT), today, July 20, 2000. To listen to the discussion of CNET`s
first quarter results, visit http://investor.cnet.com. CNET will announce 2nd
Quarter Earnings on Thursday, July 20 at 1:30 PM PST. A live audio webcast of
the conference call, hosted by Shelby Bonnie, CEO and Doug Woodrum, CFO will be
available at CNET Investor.

About CNET Networks, Inc.

CNET Networks, Inc., is the trusted source of information for buyers, sellers,
and suppliers around the world. CNET Networks, Inc. is a platform for two
Internet brands, a computer product database, and television and radio
programming for people and businesses. CNET, www.cnet.com, is an indispensable
source of knowledge about computers, the Internet and technology, serving
millions of users each day. CNET`s Web content has been localized for eight Asia
Pacific markets: Hong Kong, Singapore, Malaysia, Japan, Korea, China, Taiwan and
Australia. CNET`s award-winning television and radio programs are broadcast in
100 countries worldwide, as well as on CNBC and other national distribution in
the U.S. mySimon, www.mysimon.com, offers its users a valuable online buying
guide that covers more than 200 categories and over 2000 merchants. CNET Data
Services is the industry standard for information powering the computer and
electronics sales and distribution channels. CNET Networks, Inc. currently has
investments in cash and marketable securities valued at more than a half-billion
dollars.

This press release contains forward-looking statements that are subject to
significant risks and uncertainties, including the statements under the section
entitled "Outlook." Although the Company believes that the expectations
reflected in its forward looking statements are reasonable, it can give no
assurance that such expectations or any of its forward looking statements will
prove to be correct. Risks that could cause the company`s projections regarding
revenues and net income to vary include a decrease in user traffic due to
competition or failure to offer attractive products, inability to continue to
secure advertising commitments due to competition or reduced advertising
spending, failure of advertisers to meet their commitments under the their
contracts to purchase advertising, the launch of new lines of business, or
acquisitions. Statements regarding the expected completion of the transaction
Ziff-Davis are subject to the risk that the closing conditions will not be
satisfied, including the risk that Ziff-Davis will not complete the spin-off of
its events business, that regulatory approvals will not be obtained or that the
stockholders of CNET will not approve the merger. Investors are urged to read
the joint proxy statement/prospectus regarding the merger when it is filed with
the SEC (www.sec.gov) because it will contain important information. Additional
cautionary statements and risk factors that could cause actual results to differ
materially from those reflected in the Company`s forward-looking statements are
disclosed in "Management`s Discussion and Analysis" and in the Company`s latest
quarterly report on Form 10-Q and under the caption "Risk Factors" in the
Company`s latest annual report on Form 10-K, copies of which may be obtained
from the Company.

SOURCE CNET Networks, Inc.
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We are positive on CNET and although the shares are trading off in the pre-market, once investors get a chance to digest the combination, we believe they will warm up to the deal.
---------------Der Content Provider CNET Networks (Nasdaq: CNET) wird den Verlag Ziff-Davis (NYSE: ZD) übernehmen. Damit erwirbt CNET gleichzeitig die Mehrheit an den Online-Editionen ZDNet und Smart Planet.



CNET wird für die Übernahme 1,6 Mrd. Dollar in Aktien bezahlen. Hierfür bietet das Unternehmen 0,59 eigene Aktien für eine ausstehende Aktie von Ziff-Davis an. Die Übernahme soll bereits im vierten Quartal abgeschlossen werden. SOFTBANK, welche bisher mit 50 Prozent an der Ziff-Davis beteiligt war, unterstützt die Fusion und wird anschließend 17 Prozent an der kombinierten Gesellschaft halten.

Mit der Übernahme will CNET sein Netzwerk an Technologie-Nachrichten und Unterhaltungsprogrammen weiter ergänzen. Zusätzlich soll eine Handelsplattform für Technik und Services entstehen.
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Ich pers. denke, daß CNET in Zukunft einen sehr positiven Kursverlauf nehmen wird. Meine erste Position bin ich bei 28 Euro eingegangen. Sagt mir, was Ihr denkt.

Yours digitally
KiKo

[KiKo]

Der Chart:



Yours digitally
KiKo

[KiKo]

Auch Steve Harmon beobachtet CNET:
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17.02.2000 CNET aussichtsreich
Steve Harmon

Nach Auffassung von Börsenprofi Steve Harmon handelt es sich bei den Aktien von CNet (WKN 901686) derzeit um ein aussichtsreiches Investment.

Die Firma CNET befinde sich in einem Übergangsstadium. Das würden aber die meisten Investoren nicht erkennen, denn CNET werde allgemein als Content Provider (Anbieter von Inhalten) eingestuft. Am 7. Februar habe CNET die Allgemeinheit mit seinen Quartalszahlen allerdings Lügen gestraft. Der Umsatz im vierten Quartal 99 habe 38 Millionen US-Dollar betragen - mehr als eine Verdoppelung im Vergleich zur Vorjahresperiode. Aber das Beste komme noch! Die Anteile an Snap, die CNET an NBCInternet verkauft habe, hätten den Quartalsgewinn bei CNET auf erstaunliche 356 Millionen US-Dollar gejagt.

Das seien die Dinge, die der flüchtige Betrachter übersehe, wenn er CNET als reinen Content Provider einstufe. Damit übersehe er etwas, denn CNET sei viel mehr: die Marke, die Reichweite im Kabelnetz und im Internet, sowie die Beteiligungen an anderen Firmen. Alles zusammengenommen mache CNET als Technologieportal höchst interessant.

Ein Portal unterscheide sich deutlich von einer reinen Content-Site. Der Begriff Portal leide inzwischen unter zu häufigem und unpassendem Gebrauch. Es gehöre viel dazu, um ein echtes Portal zu werden, denn Portale seien nicht einfach nur Zwischenstationen, sondern eher Reiseziele.

CNET habe jüngst die Übernahme von mySimon.com für 700 Millionen US-Dollar in Aktien gemeldet. MySimon, ein Firma die Preisvergleiche im Internet ermögliche, unterhalte 2.600 Kategorien, die CNET nun wiederum in seine Websites einbinden könne. Und mehr Kategorien für potenzielle Käufer würden mehr Gewinn bedeuten. Neben der Mischung aus Inhalten, Beteiligungen, Reichweite und den Gewinnen für die Weiterleitung von Kaufinteressenten an den passenden Händler, habe CNET also zusätzlich eine neue Umsatzquelle geschaffen.

Im Grunde genommen habe sich die Firma selbst "kommerzialisiert" und damit möglicherweise
eine Welle ausgelöst, die ähnliche Firmen mitreißen könnte. Die Verwandlung von CNET gehe weiter und den Anlageexperten gefalle der bisher gezeigte Fortschritt - auch wenn der Markt noch nicht begreife, was CNET eigentlich treibe.

In den Augen des Anlageexperten könnte CNET auf jeden Fall in die Bewertungsregionen einer Lycos
vorstoßen. Viel Bargeld, Vermögenswerte und MySimon würden die Firma in Richtung Megabyte bringen. CNET habe das Zeug dazu, um ein ernstzunehmender Konkurrent für alle anderen Portale zu werden.
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29.05.2000
CNET kaufen
US Bancorp Piper Jaffray

Die Analysten von USB Piper Jaffrays raten zum Kauf der Aktie von CNET ( WKN 901686).

CNET sei ein globales Medienunternehmen, welches unter anderem Datenbanken für Computerprodukte und einen täglich von Millionen von Kunden benutzten Netzwerk betreibe.

Die Aktie sei im Moment sehr attraktiv bewertet, so die Analysten. Zudem habe das Unternehmen vielversprechende internationale B2B Serviceangebote und Datenservicegeschäfte.

Die Analysten von USB Piper Jaffrays erwarten ein Kursziel von 52 USD.
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Yours digitally
KiKo

[KiKo]

Eine Auswahl von Werten, die vom Fondsmanagement zur Anlage im NORDINTERNET, Deutschlands erstem Internet-Investmentfonds, erworben wurden. Die unten angegebenen prozentualen Anteile am Fondsvermögen entsprechen dem Stand vom 15.07.2000

CNET (Handel/Software-Distributer ->InfoQuote NASDAQ: CNET)

Höchstkurs:
Tiefstkurs:
Marktkapitalisierung:
Erwarteter Gew./Aktie:

79,875 USD
21,25 USD
2,7 Mrd. USD
2000: -0,01 USD (e)

Anteil am Fondsvermögen: 0,8 %


2001: 0,44 USD (e)
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Computer- und Onlinethemen stellt der amerikanische Multimediaspezialist CNET ins Web: Moderator Brian Coley bringt die neuesten Nachrichten kompetent in täglichen RealAudio-Updates auf den Punkt. (Quelle: Focus)
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"Technologie-Aktien neigen dazu, zwischen April und August schwach zu sein. Das ist normal", sagte er. Die größten Unternehmen in seinem Fond sind AOL, CMGI, RealNetworks, Doubleclick und CNET. Ihre Aktien erholten sich alle rasch von den Verlusten am Mittwoch.
Quelle: Spiegel Online
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Yours digitally
KiKo

[KiKo]

Jul. 21, 2000
CNet - Starkes Quartal
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CNet gab gestern seine Quartalszahlen bekannt. Mit einem Umsatzanstieg von 104 % und einer Steigerung der Pageviews um 56 % konnten die Erwartungen deutlich übertroffen werden. Mit 3 cents/Aktie konnten die Analysteneinschätzungen mit 1 cent/Aktie deutlich übertroffen werden.

CNet konnte im letzten Quartal 52,2 Millionen Dollar umsetzen, vor einem Jahr lag man hier noch bei 25,6 Millionen Dollar. Die täglichen Pageviews stiegen von 10,8 Millionen Pageviews am Tag im letzten Jahr auf jetzt 16,8 Millionen Pageviews/Tag.

Für das Gesamtjahr erwarte man einen Umsatz von mehr als 200 Millionen US-Dollar.
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Yours digitally
KiKo

[KiKo]

21.7.00 CNET NASDAQ: CNET

Rating: STRONG BUY
Price Target: $60

Derek Brown reviews CNET`s solid Q2:00 financial results and reiterates STRONG BUY rating. Total revenue of $52.2 million exceeded our $50.4 million estimate by 3.7%, and pro forma operating EPS of $0.03 topped our $0.02 estimate, and the $0.01 Street mean. This positive news followed by one day the Company`s announced acquisition of ZDNet. From a strategic perspective, we are very enthusiastic about the combination of CNET and ZDNet for two key reasons: critical mass and leverage.
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Yours digitally
KiKo

[KiKo]

CNET, ZDNet, Softbank: "Significant Stakes"

In combination, the critical mass that CNET and ZDNet achieve will produce a runaway leader in the technology information and commerce category. That each was the other`s main rival only solidifies the new company`s position. But still other benefits and implications of their merger can be found beneath the headline statistics.

By Nico Detourn
July 21, 2000

Thursday afternoon, one day after announcing it would acquire its main rival ZDNet (NYSE: ZDZ) for $1.6 billion, CNET Networks (Nasdaq: CNET) reported estimate-beating second-quarter earnings of $2.5 million, or $0.03 a share, two cents ahead of expectations.

Revenues for June were $52.2 million, an increase of 104% from the $25.6 million reported for June 1999, and an 18% increase over the March quarter. The company said it expected total revenues for 2000 to exceed $200 million, compared to $112 for 1999.

The strong revenue growth comes from increased traffic across CNET`s network of technology information and commerce brands, as well as the company`s ability to monetize that traffic. In other words, CNET is not only growing eyeballs, it is also getting more bucks for the blink.

CNET`s average daily page views were up 56%, to 16.8 million, from 10.8 million in June 1999. Although that`s a mere 2% higher than page views for the previous quarter, revenue from these page views show the efficiency of CNET`s network. The company generated $33 per 1000 page views during the quarter, a 35% increase from a year ago, and up 14% since March. In all, average annual revenue per user was up to $17, a 70% annual increase.

During the quarter, the company sent almost 150 million e-mail newsletters to 11.8 million readers. With these e-mails -- which are all user-requested, and therefore targeted -- containing perhaps dozens of links to articles and information back at the CNET mother ship, the scale and leveragability of the company`s operations start coming into focus.

Catching a Couple of Z`s
Indeed, scale and leverage are what CNET`s $1.6 billion, all-stock acquisition of ZDNet is about.

CNET and ZDNet are each top 25 Web destinations, and virtually neck and neck in their Media Metrix rankings. Together they will vault into the top 10; their May numbers, after allowing for their overlapping users, would have ranked as the eighth-largest Web property, reaching 22% of all Internet users through 25 international sites in 14 languages.

Despite similarities in what the two companies do and in the users they serve, the sites still attract an audience of 16.6 million unique visitors, which slots in about 2.5 million ahead of Amazon.com (Nasdaq: AMZN) , and about 1 million behind Excite@Home`s (Nasdaq: ATHM) Excite portal.

A Family Affair
In combination, the critical mass that CNET and ZDNet achieve will produce a runaway leader in the technology information and commerce category. That each was the other`s main rival only solidifies the new company`s position. But still other benefits and implications of the merger can be found beneath the headline statistics.

Once the stocks have been swapped and the ink has dried (sometime during the fourth quarter), shareholders of ZDNet`s parent Ziff-Davis (NYSE: ZD) will own 35% of the new CNET. Of particular interest here is that Ziff-Davis is controlled by Softbank, the Japanese keiretsu cum Internet incubator whose sphere of influence encompasses such companies as E*TRADE Group (Nasdaq: EGRP) , Yahoo! (Nasdaq: YHOO) , Cybercash (Nasdaq: CYCH) , Multex.com (Nasdaq: MLTX) , and Critical Path (Nasdaq: CPTH) .

In giving his blessing to the union of CNET and ZDNet, Softbank President Masayoshi Son said, "This marriage fits perfectly with our vision to own significant stakes in the leaders in important categories on the Internet." And a category leader the new company will indeed be -- to say nothing of its web of family connections.

Your Turn:
Does CNET`s acquisition of ZDNet create an unstoppable category leader? Does the Softbank connection make a difference? Share your thoughts on the CNET discussion board.

Quelle: www.fool.com
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Yours digitally
KiKo

[KiKo]

Besonders der letzte Abschnitt:
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Investors Should Set Their Sights on CNET

By George E. Nichols


Investors willing to stomach short-term volatility should give CNET Networks (Nasdaq: CNET - news) a good look.

After Thursday`s market close, the company announced earnings of $0.03 per share (excluding non-cash charges), which blew past estimates by two cents. Sales grew at a rapid clip, increasing 104% over last year and 18% from the previous quarter. The strong sequential growth was a slight improvement over the 16% sequential growth turned in by CNET in the first quarter of 2000.

Despite this top line growth, the company continues to put a lid on costs. Gross margins were boosted to 69%, compared to 64% last year. Also, CNET is gaining steam with its data services, broadcasting, and lead-based referral businesses. This continues to diversify the firm`s revenue stream and lessens its dependence on advertising, which accounted for roughly 65% of sales in the June quarter.

Tepid traffic growth was the soft spot for the quarter. Although average daily page views increased 56% from last year, page views only nudged up nominally when compared to the March quarter. But investors shouldn`t worry, as this seasonal weakness doesn`t reflect company-specific concerns. Both DoubleClick (Nasdaq: DCLK - news) and Yahoo! (Nasdaq: YHOO - news) surpassed financial estimates but did so on similarly weak traffic growth.

CNET`s recent purchase of ZDNet was a focus of the post-release conference call. Although the acquisition hammered the stock when it was announced on Wednesday, it makes CNET much stronger by eliminating its only formidable direct competitor. Moreover, CNET gets a long-term boost to earnings from the profitable ZDNet.

The acquisition will also help CNET drive down costs. The advertising arms race between CNET and ZDNet had reached obscene levels in the past year, with marketing budgets of $100 million and $25 million, respectively. Management assured investors that marketing costs should decrease from the $80-$90 million expected between the two companies in 2001. It also noted that consolidation will bring cost savings from a ``25% haircut`` in the expected employee count.

At nearly 60 times expected earnings for 2001, the stock isn`t a bargain. But those estimates are likely to be raised, and investors would be hard-pressed to find a better investment among dot-com stocks. Heavy volatility should be expected during the third quarter, due to a seasonal downdraft for Internet advertising. But for investors with patience, CNET is among the few Net stocks that make for a great buy-and-hold investment.

George E. Nichols can be reached at [e-mail].
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Yours digitally
KiKo

[KiKo]

(05) Cnet uebernimmt Wettbewerber Ziff Davis ZDNet
______________________________________________________________


Cnet $32.38 5.96%

Seit einiger Zeit steht Cnet bei mit ganz oben auf meiner
Beliebtheitsskale. Nicht nur weil der Service einmalig
ist, sondern auch weil das Bewertungsniveau im Hinblick
auf die Marktstellung von Cnet sehr guenstig ist.

Okay, okay: Guenstig fuer eine Internetfirma. Vergleichen
Sie die Kennzahlen bitte nicht mit denen einer Bank oder
der Chemie... Nein, Cnet macht das richtig, was Amazon
nicht auf die Reihe kriegt: CNet vermittelt nur Infor-
mationen ueber Produkte, Preise und Verfuegbarkeit bei
Einzelhaendlern. Von jedem abgeschlossenen Geschaeft
erhaelt CNet eine kleine Marge. Cnet hat somit keine
eigene Logistik aufzubauen, unterhaelt keine Lager-
hallen und benoetigt auch keine Marktstudien, um die
richtigen Produkte fuer die kommende Saison einzukaufen.
Nein, Cnet stellt einfach Informationen von Produkten
gegenueber, vergleicht Preise und prueft die Verfueg-
barkeit. Leichter Einkaufen kann man kaum.

Bislang ist Cnet lediglich im Bereich der Technologie-
produkte taetig. Durch die Uebernahme von MySimon
Anfang des Jahres folgen jedoch weitere 2.400 Produkt-
gruppen in naher Zukunft.

Gestern hat Cnet sein Quartalsergebnis praesentiert.
Mit 3 Cents konnten die Erwartungen um einen Cent
uebertroffen werden. Viel wichtiger jedoch: Im Gegen-
satz zu Amazon ist Cnet bereits profitabel!

Die einzige Informationsquelle ueber Technologieartikel,
die aehnlich serioes und umfassend aufgebaut ist, ist
ZDNet. Allerdings finanziert sich ZDNet mehr durch
Werbung und den Vertrieb von Informationen. Ein Ansatz,
der durchaus sinnvoll fuer die Cnet-Informationen sein
kann. Cnet hat in dieser Woche ZDNet uebernommen. Die
neu entstandene Firma springt ad hoc auf Platz 8 der
Media metrix Liste der meistbesuchten WebSites.

Mit dieser Plazierung hat Cnet hoffentlich eine Position
erlangt, die fuer eine gebuehrende Aufmerksamkeit in der
Oeffentlichkeit sorgen sollte. Als Langfristinvestor
sollten Kurse unter $30 zum Einstieg genutzt werden.

Quelle: Internetaktien-Newsletter
----------

Yours digitally
KiKo

[KiKo]

Mehrere News:
-----------------

ZDNet sees Q2 oper shr of 7 cents, beating estimates

SAN FRANCISCO, July 24 (Reuters) - Online technology news provider ZDNet Inc. (NYSE:ZDZ - news), which agreed to be bought by CNET Networks Inc.(NasdaqNM:CNET - news) last week, said Monday it expects its second quarter operating profits to climb 40 percent and beat analysts` estimates by a penny.

The company said in a statement that it expects operating earnings, before acquisition-related amortization and stock-based compensation expense, to rise to $5.6 million, or 7 cents a share, compared to the $4 million, or 5 cents a share, posted in the year-ago period.

Wall Street analysts had expected the company to earn 6 cents a share, according to First Call/Thomson Financial.

ZDNet, which will post full results August 2, said it expects second quarter revenue to climb to $39 million from $22.9 million in 1999, with average daily page views growing about 63 percent to 14.4 million from 8.8 million.

CNet Networks agreed to buy Ziff-Davis Inc. and its online unit ZDNet for $1.6 billion in stock on Wednesday. Ziff-Davis will be merged into ZDNet in August.
--------------

Ziff-Davis Inc. Provides Update on Restructuring Process
- ZD Shareholders Will Receive Cash Dividend And Stock in Events Business, Key3Media -
- CNET Subsidiary Will Merge into Ziff-Davis Inc. - - All Outstanding ZD and ZDNet Stock Will Convert into CNET Stock -
...
-----------------

Handtech.com and CNET Data Services Join Forces to Deliver Expanded Information to Community-Based Technology Consultants

AUSTIN, Texas--(BUSINESS WIRE)--July 24, 2000--

Handtech.com Inc., the leader in online and face-to-face delivery of technology products and services to the ``need-help`` majority of B2B and B2C customers, announces its association with CNET Data Services (CDS), the world`s leading provider of technology product information.

``The alliance with CNET allows handtech.com to further solidify our status with community-based resellers. The robustness of the CNET database ensures our Technology Consultants are armed with the latest and most complete product information needed to effectively deliver technology products and services to the ``need-help`` majority of America`s B2B and B2C markets,`` said Martin Slagter, handtech.com president.

Handtech.com`s alliance with CNET Data Services, combined with the company`s state-of-the-art virtual storefront, will enable its team of Independent Technology Consultants to deliver timely and consistent technology information, as well as knowledgeable and personalized pre- and post-purchase service and training, to small businesses and consumers.

``Handtech.com`s delivery of personalized service supported by CDS` database of the most reliable technology information forms a combination that will raise the industry-wide standard for channel resellers,`` said Albert de Heer, president of CNET Data Services.

Handtech.com`s agreement with CNET Data Services delivers the newest addition to the proprietary multimillion-dollar online tool set developed by handtech.com, and provided to every Technology Consultant, which includes team and customer management, back-office administration, marketing resources, and product and sales training.
-------------

Yours digitally "halte ich die eigentlich alleine?"
KiKo

[KiKo]

CNET Data Services (CDS) Reinforces Gateway`s Accessory Store
CDS` Transactive Product Data(TM) Chosen by Consumer-Direct Marketer Of Personal Computers

SAN FRANCISCO, July 25 /PRNewswire/ --

CNET Data Services (CDS), a leading provider of technology product information (http://www.cnetdata.com) and a Swiss affiliate of CNET Networks, Inc. (Nasdaq: CNET - news), today announced that NECX Direct, LLC, a subsidiary of Gateway, Inc. (NYSE: GTW - news), has joined the growing list of e-tailers, e-procurement communities, distributors and manufacturers who license CDS` multi-lingual Transactive Product Data. CDS will be used by Gateway Accessory Store, the official online PC accessory superstore of Gateway, one of the PC industry`s best known brands and a leading direct marketer of personal computers to the consumer marketplace. Gateway Accessory Store is powered by the online e-commerce technology leader, NECX Direct, LLC, a pioneering online merchant in the Technology Products marketplace that consistently has earned the PC Industry`s highest ratings for online buyer satisfaction.
-----------

Yours digitally
KiKo

[KiKo]

CNET + DELL:

CNET Data Services (CDS) to Power Dell`s Gigabuys Online Superstore

SAN FRANCISCO, July 26 /PRNewswire/ --

CNET Data Services (CDS), a leading provider of technology product information ( http://www.cnetdata.com ), and a Swiss affiliate of CNET Networks, Inc. (Nasdaq: CNET - news), today announced that it has added Dell Computer Corporation, a world leader in Internet commerce and infrastructure, to the growing list of manufacturers, e-tailers, distributors, resellers and e-procurement communities who license CDS` multi-lingual Transactive Product Data(TM). Dell`s online superstore, Gigabuys, will use enhanced PC and consumer electronics product information from CDS, as well as two additional CDS offerings: CNET product reviews, and instant rebates and other promotional offers. CNET`s product information solution will allow Dell`s Gigabuys store to give its shoppers the most sophisticated and complete product information offering available. ...
----------

ON24`S Streaming Financial News & Analysis Launches on CNET
Strategic Partnership Expands ON24`s Network Footprint Across Multiple Technology Platforms

SAN FRANCISCO, July 26 /PRNewswire/

-- ON24 Inc., the leading personalized broadband platform for financial and corporate news, today announced an agreement whereby its broadband programming will be available on CNET Investor ( http://www.cnetinvestor.com/inv-broadcasts.asp ) a division of CNET Networks, Inc. (Nasdaq: CNET - news), the trusted source of information for buyers, sellers and suppliers around the world. The partnership brings ON24`s original audio and video financial news and programming to CNET`s community of web sites, which make up the 15th largest property on the Internet. As part of the agreement, the ON24 network will also carry CNET Radio and Video segments covering issues and news that affect companies in the New Economy.

CNET users will now have access to ON24`s full editorial programming including new shows such as ``Zero Gravity,`` co-hosted by analyst Steve Harmon, and ``Wi$e Women,`` co-hosted by WFN`s CEO, Jennifer Openshaw. Other ON24 features include TalkOnStocks, Full Disclosure, analyst roundtables, market analysis, IPO alerts, earning announcements, face-to-face interviews with top CEO`s, along with comprehensive coverage of financial and technology conferences. ...
------------

Yours digitally "good news"
KiKo

[KiKo]

01.08. 14:47
CNET - Wireless-Angebot durch Nextel
----------------------------------------------------


CNET Networks hat Nextel Communcations zu seinem Wireless-Partner-Netzwerk hinzugefügt. Dieses Partner-Netzwerk beinhaltet Wireless-Anbieter, die den Content von CNET ihren Kunden über Wireless-Geräte anbieten. CNET hat sich zum Ziel gesetzt, die Reichweite seines Contents zu maximieren.


Quelle: http://www.cnetinvestor.com/newsitem-fd.asp?symbol
------------

Yours digitally
KiKo

[KiKo]

Tuesday August 1, 2:30 am Eastern Time
Press Release
SOURCE: CNET Networks, Inc.

India.CNET.com Launches Today

CNET Asia Extends Its Global Reach, Linking Buyers, Sellers and Suppliers In India Through Localized Technology Content Site
-------------

Tuesday August 1, 8:31 am Eastern Time

Press Release
SOURCE: CNET Networks, Inc.

CNET Data Services (CDS) Signs Four European Customers
CDS Continues to Grow Its Worldwide Licensee Base

SAN FRANCISCO, Aug. 1 /PRNewswire/ -- CNET Data Services (CDS), a leading provider of technology product information ( http://www.cnetdata.com ) and a Swiss affiliate of CNET Networks, Inc. (Nasdaq: CNET - news), today announced that it has added four new European customers to the e-tailers, resellers, distributors, manufacturers and IT consultants who license its Transactive Product Data(TM). CDS continues to grow its customer base in the ever-expanding European IT channel, providing quality product data in a wide range of markets and languages to fuel both emerging and established Web players.

Joining the CNET Data Services customer community are the following:


-- Computeruniverse.net ( http://www.computeruniverse.net ), a
German-based PC hardware and software e-tailer led by veterans of the
mail-order industry.
-- Ovni-Web ( http://www.toobo.com ), a French-based comparison-shopping
& shopping aggregator for PC and other products.
-- BlackOrange ( http://www.blackorange.com ), a French PC and game
console software e-tailer.
-- Watford Electronics ( http://www.watford.co.uk ), a UK-based retail and
mail-order Computer Store with 28 years of experience servicing
customers.
-----------------

Yours digitally
KiKo

[KiKo]

2.8.00

CNET Strong Buy von Deutsche Bc Alex. Br (Quelle: Briefing.com)

CNET Networks Inc CNET Deutsche Bc Alex. Br at Strong Buy History, News
---------

Yours digitally "bin ich immer noch alleine investiert?"
KiKo

[Strong Gainer]

!

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

[kdm2913]

Tja, mittlerweile siehts eher wieder düster aus!? mal schaun, ob sich die beiden "M" Formationen im Chart wiederholen (auf Deutsch - ABWÄRTS)

[KiKo]

August 14, 2000

CNET NETWORKS INC (CNET)
Quarterly Report (SEC form 10-Q)
Management`s Discussion and Analysis of Financial Condition and Results of Operations
General

Overview

CNET Networks, Inc. is a global media company, producing a branded Internet network, a computer product database and television and radio programming for both consumers and businesses. Using unbiased content as our platform, we have built marketplaces for technology products, and, through our CNET Data Services subsidiary, are the primary provider of information powering the computer and electronics sales and distribution channels. Our Internet network serves millions of users each day. CNET Data Services licenses its multi-lingual product database to U.S. and European online computer retailers, re-sellers and e-commerce companies. CNET television programming airs on CNBC and in national syndication, as well as in nearly 100 foreign countries. CNET Radio airs in the San Francisco Bay Area on KNEW 910 AM.

We seek to use our editorial, technical, and programming expertise and our product databases to provide news, product information, product reviews, prices and availability to help business and consumers make informed technology buying decisions. Based on the volume of traffic over our branded online network,we have established a leadership position in our market. In 1999, CNET`s millions of online users viewed more than 4 billion pages making CNET the most used source for computer and technology information.

Our products and services provide a platform for advertisers to create brand awareness and sell products to our large, tech-savvy audience. CNET is also actively providing information and services to businesses to enable and enhance online retailing of computer and technology products. Our products and services are designed to inform buyers and link them with sellers of products and services to create a dynamic, efficient marketplace.

We earn revenues from:

- sales of banner and sponsorship advertisements on our online network - fees based on the number of CNET users who visit the websites of our merchant partners, which we refer to as leads - advertising sales and licensing fees from our television and radio programming - revenues from licensing our original content - revenues from merchandising services within our product database


On February 29, 2000 we completed our acquisition of mySimon, Inc., the Internet`s leading comparison shopping service. We have accounted for this transaction using the purchase method of accounting, thus have consolidated the results of mySimon in our financial statements beginning February 29, 2000.

Results of Operations

Revenues

Total Revenues

Total revenues were $52.2 million and $25.6 million for the three months and $96.6 million and $45.6 million for the six months ended June 30, 2000 and 1999, respectively.

Internet Revenues

Total Internet revenues were $49.2 million and $23.8 million for the three months and $91.3 million and $42.2 million for the six months ended June 30, 2000 and 1999, respectively. Internet revenues consist primarily of revenues derived from the sale of advertisements on pages delivered to users of our Internet network. Revenues also include revenues from licensing our original content and from licensing our product database. Advertising programs are generally delivered on either an "impression" based program or a "performance" based program. An impression based program earns revenues when an advertisement is delivered to a user of our Internet network. A performance based program earns revenues when a user of our Internet network responds to an advertisement by linking to an advertiser`s Internet network. Performance based programs include revenues generated from lead-based compensation from our shopping services. Advertising rates vary depending upon whether a program is impression or performance based, where advertisements are placed, and the amount and length of the advertiser`s commitment. Advertising revenues are recognized in the period in which the advertisements are delivered. Our ability to sustain or increase revenues for Internet advertising will depend on numerous factors, which include, but are not limited to, our ability to increase our inventory of delivered Internet pages on which advertisements can be displayed and our ability to maintain or increase advertising rates.

The increase in Internet revenues of $25.5 million for the three month and $49.1 million for the six month periods ended June 30, 2000 compared to the same periods in 1999 were primarily attributable to an increase in impression and performance based advertising programs sold on our network. This increase in advertising programs sold was due to increased demand from advertisers and increased availability of advertising programs. Additional advertising programs were available due to an increase in the number of pages delivered to users of our network and increased leads sent to advertisers on our network. Average daily pages delivered were 16.9 million for the three month period and 16.5 million pages for the six month period ended June 30, 2000 an increase of 57% over 10.8 million for the three month period and an increase of 63% for the six month period in 1999, respectively. Our shopping services generated an average of approximately 200,000 leads per day during the three month period and approximately 209,000 leads per day during the six month period ended June 30, 2000, an increase of 54% and 48% over the same periods in 1999.

Internet revenues included revenues from mySimon, which we began to consolidate into our financial results effective February 29, 2000. Revenues related to mySimon were approximately $2.7 million for the three months and $3.4 million for the period from March 1, 2000 through June 30, 2000.

A portion of our Internet revenues were derived from barter transactions whereby we delivered advertisements on our Internet channels in exchange for advertisements on the Internet sites of other companies. Revenues related to barter transactions were $3.0 million and $1.5 million for the three months and $4.6 and $2.7 for the six months ended June 30, 2000 and 1999, respectively.

Broadcast Revenues

Broadcast revenues were $3.0 million and $1.8 million for the three months and $5.3 million and $3.4 million for the six months ended June 30, 2000 and 1999, respectively.

For the three and six month periods ended June 30, 1999, a significant portion of our broadcast revenues were derived from our licensing agreements with USA Networks. These licensing agreements with USA Networks generated revenues of approximately $1.5 million and $3.0 million for the three and six month periods ended June 30, 1999, respectively. Our agreement with USA Networks expired on December 31, 1999 and was not renewed.

In May 1999 we entered into an agreement with the National Broadcasting Company ("NBC") whereby NBC granted certain rights to CNBC, Inc. ("CNBC") to carry the sixty minute television program we produce called "CNET News.com". The term of the agreement is from October 1, 1999 through September 30, 2002 and CNBC will pay us an annual fee based on the cost of production, not to exceed $2.5 million per year. We also have the right to sell certain commercial time available on the program. We also produce a television program, TV.com, which is exclusively distributed by Trans World International ("TWI"). We sell advertisements on TV.com and pay a distribution fee to TWI. In January 2000 we announced the launch of CNET Radio, an all technology news station broadcast in the San Francisco Bay Area. CNET Radio was launched in collaboration with AMFM, Inc. We will share revenues earned from advertising on CNET Radio with AMFM, Inc.

Internet operations accounted for 94% and 93% of total revenues and broadcast operations accounted for 6% and 7% of total revenues for the three months ended June 30, 2000 and 1999, respectively. Internet operations accounted for 94% and 92% of total revenues and broadcast operations accounted for 6% and 8% of total revenues for the six months ended June 30, 2000 and 1999, respectively. We expect to experience fluctuations in Internet and broadcast revenues in the future as a result of many factors, including demand for the Company`s Internet sites and broadcast programming and our ability to develop, market and introduce new and enhanced Internet content and broadcast programming.

Cost of Revenues

Total Cost of Revenues

Total cost of revenues were $16.2 million and $9.2 million for the three months and $33.0 million and $17.8 million for the six months ended June 30, 2000 and 1999, respectively. Cost of revenues include costs associated with the production and delivery of our Internet channels and our broadcast programming. The principal elements of cost of revenues for our Internet operations have been payroll and related expenses for the editorial, production and technology staff, and costs for facilities and equipment. The principal elements of cost of revenues for our broadcast operations have been the production costs of our broadcast programs, which primarily consist of payroll and related expenses for the editorial and production staff and costs for facilities and equipment.

Cost of Internet Revenues

Cost of Internet revenues were $14.0 million and $7.5 million for the three months and $28.1 million and $14.5 million for the six months ended June 30, 2000 and 1999, respectively, representing 29%, 31%, 31% and 34% of the related revenues, respectively. The increase of $6.6 million and $13.7 million for the three and six month periods ended June 30, 2000 as compared to the same periods in 1999 were primarily attributable to increases in personnel and personnel related costs. In addition, we had additional costs for server depreciation and bandwidth costs related to delivering an increased number of average daily pages.

Cost of Broadcast Revenues

Cost of broadcast revenues were $2.2 million and $1.8 million for the three months and $4.9 million and $3.4 million for the six months ended June 30, 2000 and 1999, respectively, representing approximately 72%, 100%, 92% and 99% of the related revenues. The increase of $393,000 and $1.5 million for the three and six month periods ended June 30, 2000 as compared to the same periods in 1999 related primarily to increases in personnel and personnel related costs for CNET Radio and costs associated with CNET News.com and TV.com.

Sales and Marketing

Sales and marketing expenses consist primarily of payroll and related expenses, consulting fees and advertising expenses. Sales and marketing expenses were $22.8 million and $7.0 million for the three months and $37.6 million and $12.1 million for the six months ended June 30, 2000 and 1999, respectively, representing 44%, 27%, 39% and 27% of total revenues for each of the periods. Sales and marketing expenses increased $15.8 million and $25.4 million for the three and six month periods ended June 30, 2000 compared to the same periods in 1999. The increase in sales and marketing expenses primarily related to marketing campaigns designed to continue to build awareness of our brands, both CNET and mySimon, and to drive additional traffic to our sites. Prior to July 1999, we had not significantly marketed our brand. A portion of the increase in sales and marketing expense primarily related to increases in sales and marketing personnel and their related expenses.

Development

Development expenses include expenses for the development and production of new Internet channels and research and development of new or improved technologies, including payroll and related expenses for editorial, production and technology staff, as well as costs for facilities and equipment.

Development expenses were $4.1 million and $1.7 million for the three months and $6.5 million and $3.2 million for the six months ended June 30, 2000 and 1999, respectively, representing 8%, 6%, 7% and 7% of total revenues for each of the periods. The increase in development expenses of $2.4 million and $3.4 million for the three and six month periods ended June 30, 2000 as compared to the same periods in 1999 were attributable to additional personnel costs related to the enhancement of the functionality of our Internet network, including mySimon.

General and Administrative

General and administrative expenses consist of payroll and related expenses for executive, finance and administrative personnel, professional fees and other general corporate expenses. General and administrative expenses were $6.7 million and $2.4 million for the three months and $12.7 million and $5.2 million for the six months ended June 30, 2000 and 1999, respectively, representing 13%, 9%, 13% and 11% of total revenues for each of the periods, respectively. General and administrative expenses increased $4.3 million and $7.5 million for the three and six month periods ended June 30, 2000 compared to the same periods in 1999. The increases primarily related to facilitating our growth, such as increased personnel and personnel related costs.

Goodwill Amortization

Goodwill amortization expenses relate to the amortization of the goodwill we record for companies we have acquired where we use the purchase method of accounting. Goodwill amortization expenses were $66.3 million and $931,000 for the three months and $94.4 million and $1.2 million for the six months ended June 30, 2000 and 1999, respectively. During 1999 we acquired six companies for which we used the purchase method of accounting. These acquisitions included Winfiles.com, GDT, Nordby, Savvy Search and Manageable Software Services, Inc. During the six months ended June 30, 2000 we acquired mySimon and Digital Media Services ("DMS") for which we used the purchase method of accounting. We began amortizing the goodwill associated with the acquisitions of mySimon and DMS on the effective dates of the acquisitions, which were February 29, 2000 and February 16, 2000, respectively. Goodwill attributed to the mySimon and DMS acquisitions totaled $686.4 million. We are amortizing goodwill related to these acquisitions on a straight-line basis over an estimated useful life of three years.


Gain (loss) on Investments

We had a net gain on investments of $73.6 million and $4.7 million for the three months and $69.6 million and $24.6 million for the six months ended June 30, 2000 and 1999, respectively. The gain on investments for the three and six months ended June 30, 2000 was primarily related to sales of a portion of our equity holdings in Vignette for gains of approximately $50.0 million and a gain of approximately $23.9 million which we recognized related to a merger between a privately-held company in which we held an equity investment and Siebel Systems Inc. The gains on investments for the three months ended March 31, 1999 related to the merger agreement between beyond.com and BuyDirect.com which resulted in our owning shares of beyond.com.

Income Taxes

We recorded an income tax expense of $30.4 million for the three months ended June 30, 2000. We did not record income tax expense in the previous quarter, thus our income tax expense for the six months ended June 30, 2000 is also $30.4 million. The income tax expense recorded during the three months ended June 30, 2000 was based on an estimated tax rate for the year ended December 31, 2000, and is primarily related to the net gains on investment sales. The estimated effective tax rate has taken into consideration the goodwill amortization in connection with various acquisitions which is not tax deductible. We did not record an income tax expense in the similar periods in 1999 as we had sufficient net operating loss carryforwards to offset our net income.

Net Income (Loss)

We recorded a net loss of $20.7 million or $0.24 per diluted share for the three months ended June 30, 2000 compared to net income of $9.2 million or $0.11 per diluted share for the three months ended June 30, 1999. We recorded a net loss of $48.3 million or $0.59 per diluted share for the six months ended June 30, 2000 compared to net income of $31.1 million or $0.40 per diluted share for the six months ended June 30, 1999. Net income decreased $29.9 million for the three months ended June 30, 2000 as compared to the comparable period in 1999. The decrease related primarily to additional goodwill amortization of $65.3 million, an increase in net gains on investments of $68.9 million and an increase in the provision for income taxes of $30.4 million. Net income decreased $79.4 million for the six months ended June 30, 2000 as compared to the comparable period in 1999. The decrease related primarily to additional goodwill amortization of $93.1 million, an increase in gain (loss) on investments of $45.0 million and an increase in the provision for income taxes of $30.4 million.

Liquidity and Capital Resources

As of June 30, 2000, we had cash and cash equivalents of $102.8 million compared to $53.1 million on December 31, 1999. In addition, on June 30, 2000 we had investments in short term and long term marketable debt securities of $235.1 million and investments in short term and long term marketable equity securities of $275.1 million. Net cash provided by operating activities of $19.3 million for the six months ended June 30, 2000 was primarily due to changes in operating assets and liabilities of $13.9 million. Net cash provided by operating activities for the six months ended June 30, 2000 also included a net loss of $48.3 million and non-cash gains on investments of $51.1 million, which were offset by depreciation and amortization totaling $100.8 million. Net cash provided by operating activities of $8.2 million for the six months ended June 30, 1999 was primarily due to net income of $31.1 million, offset by changes in operating assets and liabilities of $6.3 million and non-cash gains on investments of $24.6 million. Net cash used in investing activities of $61.5 million for the six months ended June 30, 2000 was primarily attributable to proceeds from the sale of marketable debt and equity securities offset by the purchase of marketable debt and equity securities, investments in privately held companies, cash paid for acquisitions and capital expenditures. Net cash used in investing activities also included the purchase of treasury stock for $23.0 million during the six months ended June 30, 2000. Net cash used in investing activities of $132.1 million for the six months ended June 30, 1999 was primarily related to investments in marketable debt securities. Cash provided by financing activities of $91.9 million for the six months ended June 30, 2000 was primarily attributable to the net proceeds from the issuance of our TRACES security of $81.6 million. Cash provided by financing activities of $171.4 million for the six months ended June 30, 1999 was primarily attributable to proceeds from the issuance of convertible debt of $167.5 million. We believe that existing funds will be sufficient to meet our anticipated cash needs for working capital and capital expenditures for the next 12 months.

As of June 30, 2000 we had obligations outstanding under notes payable totaling $203.6 million. Notes payable included $173 million of 5% Convertible Subordinated Notes, due 2006. In addition, the liability related to our TRACES security was $15.7 million on June 30, 2000. Such obligations were incurred to obtain proceeds for general corporate purposes, to finance acquisitions and increases in marketing expenditures.

Seasonality and Cyclicality

We believe that advertising sales in traditional media, such as television, are generally lower in the first and third calendar quarters of each year than in the respective preceding quarters and that advertising expenditures fluctuate significantly with economic cycles. Depending on the extent to which the Internet is accepted as an advertising medium, seasonality and cyclicality in the level of advertising expenditures generally could become more pronounced for Internet advertising. Advertising expenditures account for substantially all of our revenues, and seasonality and cyclicality in advertising expenditures generally, or with respect to Internet-based advertising specifically, could therefore have a material adverse effect on our business, financial condition or operating results. We may also experience seasonality in connection with our shopping services, which may reflect seasonal trends in the retail industry. The level of consumer retail spending generally decreases in the first and third calendar quarters.

Special Note Regarding Forward-Looking Statements and Risk Factors

Certain statements in this Quarterly Report on Form 10-Q contain "forward- looking statements." Forward-looking statements are any statements other than statements of historical fact. Examples of forward-looking statements include projections of earnings, revenues or other financial items, statements of the plans and objectives of management for future operations, and statements concerning proposed new products and services, and any statements of assumptions underlying any of the foregoing. In some cases, you can identify forward-looking statements by the use of words such as "may", "will", "expects", "should", "believes", "plans", "anticipates", "estimates", "predicts", "potential", or "continue", and any other words of similar meaning.

Risks that could cause the company`s projections regarding its financial conditions or results of operations, including projections regarding revenue or net income, to vary include a decrease in user traffic due to competition or failure to offer attractive products, inability to continue to secure advertising commitments due to competition or reduced advertising spending failure of advertisers to meet their commitments under the their contracts to purchase advertising, the cost of the launch of new lines of business, costs associated with technological improvements or the costs associated with acquisitions, including the acquisition of ZD. Statements regarding the expected completion of the transaction Ziff-Davis are subject to the risk the closing conditions will not be satisfied, including the risk that Ziff-Davis will not complete the spin-off of its events business, that regulatory approvals will not be obtained or that the stockholders of CNET will not approve the merger. Investors are urged to read the joint proxy statement/prospectus regarding the merger when it is filed with the SEC (www.sec.gov) because it will contain important information. Additional cautionary statements and risk factors that could cause actual results to differ materially from those reflected in the Company`s forward-looking statements are disclosed in "Management`s Discussion and Analysis" and in the Company`s latest quarterly report on Form 10-Q and under the caption "Risk Factors" in the Company`s latest annual report on Form 10-K, copies of which may be obtained from the Company or from the Securities and Exchange Commission at prescribed rates and at the web-site www.sec.gov. All sub- sequent written or oral forward-looking statements attributable to us or persons acting on our behalf are expressly qualified in their entirety by such factors.

Any or all of our forward-looking statements in this report and in any other public statements we make may turn out to be wrong. They can be affected by inaccurate assumptions we might make or by known or unknown risks and uncertainties. Many factors mentioned in the discussion in this report will be important in determining future results. Consequently, no forward-looking statement can be guaranteed. Actual future results may vary materially. We undertake no obligation to publicly update any forward- looking statements, whether as a result of new information, future events or otherwise. You are advised, however, to consult any further disclosures we make on related subjects in our reports to the SEC. Also note that we provide the following cautionary discussion of risks, uncertainties and possibly inaccurate assumptions relevant to our businesses. These are factors that we think could cause our actual results to differ materially from expected and historical results. Other factors besides those listed here could also adversely affect us. This discussion is provided as permitted by the Private Securities Litigation Reform Act of 1995. factors besides those listed here could also adversely affect us. This discussion is provided as permitted by the Private Securities Litigation Reform Act of 1995.

Item 3. Quantitative and Qualitative Disclosures About Market Risk

We are exposed to the impact of interest rate changes and changes in the market values of our investments.

Interest Rate Risk. Our exposure to market rate risk for changes in interest rates relates primarily to our investment portfolio. We have not used derivative financial instruments in our investment portfolio. We invest our excess cash in debt instruments of the U.S. Government and its agencies, and in high-quality corporate issuers and, by policy, limit the amount of credit exposure to any one issuer. We protect and preserve our invested funds by limiting default, market and reinvestment risk.

Investments in both fixed rate and floating rate interest earning instruments carry a degree of interest rate risk. Fixed rate securities may have their fair market value adversely impacted due to a rise in interest rates, while floating rate securities may produce less income than expected if interest rates fall. Due in part to these factors, our future investment income may fall short of expectations due to changes in interest rates or we may suffer losses in principal if forced to sell securities which have declined in market value due to changes in interest rates.

Investment Risk. We invest in equity instruments of privately-held, information technology companies for business and strategic purposes. These investments are included in other long-term assets and are accounted for under the cost method when our ownership is less that 20% and the Company doesn`t exert significant influence. For these non-quoted investments, our policy is to regularly review the assumptions underlying the operating performance and cash flow forecasts in assessing the carrying values. We identify and record impairment losses on investments when events and circumstances indicate that such assets might be impaired.
----------

Yours digitally
KiKo

[Pulsrasen]

ich finde, daß zur Zeit der Chart gar nicht so schlecht ausschaut! Mit 29$ scheint CNETt den Abwärtstrend endlich durchbrochen zu haben, jetzt gilt es nur noch noch die wichtige 33$ Hürde zu packen...., dann zurück zum ATH...... wäre wirklich schön!

[KiKo]

Heute CNET Top-Zweiter:

Top Nasdaq 100

ECHOSTAR COMM...
+6,76%

CNET NETWORKS...
+5,93%

NETWORK ASSOC...
+5,81%
REALNETWORKS ...
+5,80%
BIOMET, INC
+5,49%
------------------

Yours digitally
KiKo

[KiKo]

Press Release
SOURCE: Ziff-Davis Inc.
Ziff-Davis Inc. Sets October 13th for Special Meeting of Shareholders to Approve its Merger With CNET Networks

Yours digitally
KiKo

[KiKo]

CNET Shopper.com Adds Unique Personalization Feature to Customize the Online Shopping Experience
CNET Shopper List Makes it Easier for Users to Organize and Compare Technology Products That Fit Their Needs
SAN FRANCISCO, Aug. 29 /PRNewswire/ -- CNET Networks, Inc. (Nasdaq: CNET - news), the trusted source of information for buyers, sellers and suppliers, today announced CNET Shopper List -- a new personalization feature on the popular CNET Shopper.com website. This new feature allows CNET users to maintain and grow a list of items they are interested in buying. Users are then able to make cross-merchant price comparisons on more than 200,000 technology products sold by our retail partners. The new feature will also be featured in the soon-to-be-launched CNET Holiday Gift Guide.

``CNET Shopper List enables users to make smarter purchases by shopping more efficiently throughout Shopper.com,`` said Dan Miller, Director of CNET`s Shopper.com. ``With the holiday season rapidly approaching, gift buyers will now be able to conveniently and easily research products, organize lists, and when ready, purchase gifts from our merchant partners.``

From students stocking up on back-to-school items to IT managers buying desktop machines for an entire organization, the CNET Shopper List can make purchasing technology products much more efficient by providing:

The ability to maintain a specific list of items to research
Personal list links to editorial reviews and pricing
Up-to-the-minute pricing information on over 200,000 technology related
products

Room in the Shopper List for up to 20 items
A personal list that will last indefinitely, or until the user decides to remove items
A line for the ``total price`` of items in a personal list
----------

Yours digitally
KiKo

[KiKo]

CNET Sees $580 Million in 2001 Revenues

SAN FRANCISCO (Reuters) - Online information provider CNET Networks Inc.(NasdaqNM:CNET - news), which agreed to buy online technology news provider ZDNet Inc. (NYSE:ZDZ - news) in July, said Tuesday it expects to generate $580 million in 2001 revenues.

When San Francisco-based CNET agreed to buy Ziff-Davis Inc.`s (NYSE:ZD - news) online business ZDNet for $1.6 billion, CNET had said the combined company would generate revenues of more than $500 million in 2001.

The San Francisco-based company`s outlook, which includes results from ZDNet, Computer Shopper magazine and its online comparison site mySimon, also calls for about 25 percent EBITDA margins in 2001.

The company also said it was moving toward the completion of its merger with the termination of the waiting period associated with the Hart-Scott-Rodino pre-merger waiting period without inquiry by regulators.

The deal is still subject to shareholder approval. CNET will hold a special meeting of shareholders on Oct. 17 and Ziff Davis will hold its meeting on Oct. 13 to vote on the acquisition.

-------------
Yours digitally
KiKo

[JAY PI]

Was ist heute mit CNET los ??

über 6% im minus !! Nur Gewinnmitnahmen ?? Oder ???

J.P.

[KiKo]

Ja. Gewinnmitnahmen, sind ja schon schön gekommen.
Hier noch eine News (positiv):
----------------------

CNET/ZD: CNet Gets Government Okay for Ziff-Davis Acquisition
By Betsy Riley
Staff Reporter
9/5/00 3:27 PM ET


CNet Networks (CNET:Nasdaq - news) doled out two helpings of good news to investors today.

First the company, which produces Internet network, radio and television programming, announced it had received antitrust approval for its proposed acquisition of Ziff-Davis (ZD:NYSE - news) and its ZDNet (ZDZ:NYSE - news) unit.

The previously reported 50-million share swap deal is worth about $1.6 billion. The combined venture will have 16.6 million monthly users, or 22% of all online consumers in the U.S. As result of the acquisition, Ziff-Davis and ZDNet shareholders will own about 35% of the new, combined company.

On top of that, CNet said it expects to report increased revenue of about $580 million in 2001 and expects to report margins of 25% for its earnings before interest, taxation, depreciation and amortization margins. First Call/Thomson Financial`s 15-analyst earnings estimate is 54 cents a share for CNet 2001 results.
--------------

Yours digitally
KiKo

[Pulsrasen]

Hey KIKO, schön wieder von Dir zu hören, habe schon befürchtet, Du bist nur noch in INSP aktiv! Habe auch keine schlechten Nachrichten gefunden. Finde aber, dass wir charttechnisch noch nicht auf der sichereren Seite liegen! Vor allem gilt es die 30$ zuhalten,............. sonst könnten wir ganz schnell wieder die 25$ sehen......! Eigentlich bin ich von der performance doch ein bißchen enttäuscht, schon verwunderlich, wo die Aktie so niedrig bewertet ist (MCAP 2,7B; im Vergleich yahoo MCAP 64B! (Quelle: yahoo/finance))......... Hatte mir eigentlich doch eine fulminantere Performance erhofft.......................

[Pulsrasen]

Cnet Networks Reiterated `Strong Buy` at Deutsche Banc AB
9/6/00 5:53:00 AM
Source: Bloomberg News

Princeton, New Jersey, Sept. 6 (Bloomberg Data) -- Cnet Networks Inc. (CNET US) was
reiterated ``strong buy`` by analyst Justin Post at Deutsche Banc Alex, Brown. The
12-month price target was raised to $50 from $47.

Trotzdem auch heute ein wieder ein Minus von -6% (Schlusskurs NASDAQ 30$). Schaut man sich den Tageschart an, hat sich die Linie bei 30 $ noch ganz gut gehalten. Habe auch heute nichts schlechtes finden können, im Gegenteil........! Wahrscheinlich also doch nur Gewinnmitnahmen (wie so häufig bei CNET), ich hoffe nur, daß es morgen wieder aufwärts geht. Trotdem wäre ich jetzt ersteinmal vorsichtig und weiteren Kursverlauf abwarten. Was meint Ihr?

[KiKo]

CNET Data Services (CDS) Signs Two New Clients

CDS Continues to Expand Its Presence With Additional Client Wins

SAN FRANCISCO, Sept. 11 /PRNewswire/ -- CNET Data Services (CDS), a leading provider of technology product information
(http://www.cnetdata.com), and a Swiss affiliate of CNET Networks, Inc. (Nasdaq: CNET - news), today announced that it has added two new customers to the growing list of e-tailers, resellers, distributors, manufacturers and IT consultants who license its Transactive Product Data(TM). The companies will license CDS` PC hardware & software and consumer electronics (CE) information in several countries and languages, giving their customers the most accurate, timely, structured and indexed product information available.

CNET Data Services is part of CNET Network`s channel initiative to improve the efficiency of suppliers and sellers of technology products throughout the $511 billion IT channel. CDS` Transactive Product Data has become a must-have for businesses in the sales and distribution channels and continues to gain traction with the addition of each new customer.

Joining the CDS customer community are:


-- eFEDERAL.com (http://www.efederal.com), a leading business to
government (B2G) procurement ecommerce portal for the U.S. government
-- Most Significant Bits (http://www.msbcd.com), an on-line retail
software store with great prices, selection, and customer service


CDS now has more than 100 site licenses worldwide for its products and services. CDS catalogs more than 400,000 product SKUs worldwide, and continues to add thousands more each week. The service`s multi-lingual functionality, which currently includes up to 16 languages and 23 countries, enables customers to deliver locally focused information on a global scale.

``The varied nature of our customer base -- distributors, e-procurement communities, marketing metrics aggregators, manufacturers, publishers, e-tailers, auctions services, and resellers -- attests to the universal need for, and our ability to offer, quality product data throughout the IT supply channel,`` said Albert de Heer, president of CNET Data Services. ``As we continue to expand our service offerings and our license base, our position as the product data solution of choice shall continue to grow.``

The goal of CNET Networks, Inc. is to be one of the most important information providers to the technology industry. CDS is one way that CNET is executing on its model of connecting buyers, sellers and suppliers around the world, using technology product information to create efficient markets throughout the IT supply channel. Just as CNET pioneered services like CNET Computers.com and CNET Shopper.com, effectively connecting buyers and online merchants, the company continues to expand its CDS services to create product information that better connects the IT channel.

-------------
Yours digitally
KiKo

[KiKo]

*StRoNg BuY*
---------------

Prudential Securities Initiates Coverage of CNET Networks

By: Prudential Securities
9/14/00 7:07:59 AM


INITIATING COVERAGE OF CNET NETWORKS WITH A STRONG BUY RATING AND $53 TARGET.


DESIGNATING THE CNET SHARES OUR SBI (SINGLE BEST IDEA).
CNET IS ENTRENCHED AS A CATEGORY LEADER IN AN ENVIABLE VERTICAL.
WE BELIEVE THE COMPANY`S UNIQUE BUSINESS MODEL AND STRATEGY POSITION IT AS A MEDIA COMPANY WITH STRONG SECULAR GROWTH POTENTIAL BEYOND THAT OF MANY TRADITIONAL MEDIA ENTITIES.
WE SEE SEVERAL CATALYSTS WHICH COULD BOOST THE CNET SHARES FROM HERE.
----------

Yours digitally
KiKo

[KiKo]

Tue Oct 24
4:30 pm
CNET Networks, Inc. CNET Earnings Call

!Quartalszahlen!

Yours digitally
KiKo

[KiKo]

CNET Data Services (CDS) Signs Five Additional Customers
CDS Now Catalogs More Than a Half-Million Product SKUs for Its Growing List of Global Customers
SAN FRANCISCO, Oct. 11 /PRNewswire/ -- CNET Data Services (CDS), a leading provider of technology product information (http://www.cnetdata.com), and a division of CNET Europe SA, a wholly owned affiliate of CNET Networks, Inc. (Nasdaq: CNET - news), today announced that it has added five customers to the growing list of e-tailers, resellers, distributors, manufacturers and IT consultants who license its Transactive Product Data(TM). The companies will license PC hardware & software and consumer electronics (CE) information from CDS, giving their customers the most accurate, timely, structured and indexed product information available.


Joining the CDS customer community are:

-- SingleSourceIT ( http://www.singlesourceit.com ), a leading business
solution provider of Web-based IT supply chain management
-- AcquireX.com ( http://www.acquirex.com ), a business-to-business
educational purchasing solution
-- Vitessa Corporation ( http://www.vitessa.com ), providing the most
powerful e-commerce network of suppliers, services and infrastructure
-- Firmbuy ( http://www.firmbuy.com ), providing end-to-end e-commerce
purchasing services to clients across North America
-- Boise Cascade Office Products ( http://www.bcop.com ), a premier
worldwide distributor of office and computer supplies, office
furniture, paper and promotional products, and a wholly-owned
subsidiary of Boise Cascade Corporation (NYSE: BCC - news)


CDS has more than 100 site licenses worldwide for its products and services. It now catalogs more than 500,000 product SKUs worldwide, and continues to add thousands more each week. The service`s multi-lingual functionality, which currently includes up to 16 languages and 25 countries, enables customers to deliver locally focused information on a global scale.

``Our customers represent the entire spectrum of the IT supply chain, yet they all recognize the importance of an effective product data component as part of their overall strategy,`` said Albert de Heer, president of CNET Data Services. ``Whether they`ve tried another service or tried to accomplish the task themselves, they realize the difficulty of obtaining structured and up-to-date product data. We offer our customers a standardized, multilingual and multi-market solution that has already been accepted by many of their peers. This growing customer community, working in conjunction with our own internal teams, is the means by which we`ll become the industry standard for product data.``

Yours digitally
KiKo

[KiKo]

CNET News.com Expands Financial Site to Offer Free and Unlimited Real Time Stock Quotes

Ameritrade Signs On as Premiere Sponsor


Yours digitally
KiKo

[KiKo]

CNET News.com Named `Best News Website` by Wired Magazine

Wired Readers` Raves 2000 Celebrates the `Best in Technology`

SAN FRANCISCO, Oct. 13 /PRNewswire/ --

CNET Networks, Inc. (Nasdaq: CNET - news), the trusted source of information and news for buyers, sellers and suppliers around the world, today announced that its award-winning news division, CNET News.com, http://news.com , has been named Best News Website by Wired Magazine as part of the noted publication`s annual readers` choice poll. Wired Readers` Raves 2000 Awards highlights the technologies, companies, products, people and websites that influence society today and tomorrow.

This award recognizes CNET News.com for consistently high-quality levels of technology news reporting and analysis by an online media company. The winners were chosen based on more than fifteen thousand submissions in 17 categories by Wired Magazine readers.

``We are extremely complimented to have won this award. It reflects the editorial staff`s passion for news and commitment to journalistic integrity, and means all the more coming from the readers of Wired Magazine,`` said Jai Singh, vice president and Editor-in-Chief, CNET News.com.
------------

Yours digitally
KiKo

[Weltreisender]

Hallo KiKo, hast Du irgendwelche Negativinformationen bezueglich CNET ? Mir ist noch immer nicht 100%ig klar, was CNET genau macht !? Kannst Du mir da eine kurze Auskunft geben ? Ich sehe nur, dass CNET einen (Durchschnittswert) 2001 KGV (bei Kurs von USD 19,125) von 29 hat, bei einem Wachstum von immerhin ca. 50% p.a. ! So eine Aktie sollte doch bei einem positiven Marktumfeld nicht 13% ins minus rutschen, oder !? Siehst Du irgendwelche Gruende, oder finanziert sich CNET ueber Werbung (was ja jedenfalls einiges begruenden wuerde) ? Vielen Dank fuer Deine Meinung und herzlichen Gruß aus Hamburg !!

[KiKo]

!

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

[Weltreisender]

Hallo KiKo,

herzlichen Dank für Deine Infos ! Für mich wird in dem Bericht allerdings nicht ganz klar, ob CNET für die Nachrichten- und Informationsbereitstellung direkt vom Endverbraucher(Großkunden) eine Vergütung erhält, oder durch die damit verbundene Werbung entlohnt wird (nur dann wäre auch die Verbindung zu Doubleclick da...)? Ich werde vorerst auch halten.....die Zahlen und der Merger mit ZD werden dann wohl in wenigen Tagen die Richtung angeben ! Dir ein schönes Wochenende uns bis bald.....Gruß aus Hamburg !!

[KiKo]

20 Stocks Worth a Closer Look
The First Ten

Agilent Technologies (NYSE: A)
52-week high: $162
Recent price: $41
Fast Growth Costs Big Money (Fool News)
Agilent Catches Communications Wave (Breakfast News)
A New Day for Hewlett-Packard, Agilent (Fool News)

America Online (NYSE: AOL)
52-week high: $96
Recent price: $46
Does AOL Have a Plan B? (Rule Breaker)
AOL/Time Warner Monster Mash (Fool News)
AOL`s Price (Rule Breaker)
Dueling Fools on AOL
Motley Fool Stock Research on America Online ($)

American Power Conversion (Nasdaq: APCC)
52-week high: $49
Recent price: $19
APC: Investor Opportunity? (Boring Port)
American Power Conversion`s Valuation (Boring Port)
APC`s Blowout Quarter (Boring Port)
APC Discussion Board

Apple Computer (Nasdaq: AAPL)
52-week high: $75
Recent price: $21
Microsoft, Intel, Apple: What Numbers Matter? (Fool on the Hill):
Cisco, Apple, and Probabilities (Boring Port)
Apple Juiced (Breakfast News)
Stocks for Mom: Apple (Specials)
Motley Fool Stock Research on Apple ($)

CNET Networks (Nasdaq: CNET)
52-week high: $80
Recent price: $20
CNET, ZDNet, Softbank: "Significant Stakes"
CNET Sees New CEO
CNET Discussion Board

Costco (Nasdaq: COST)
52-week high: $61
Recent price: $32
Costco Adds Up Its Q4 Earnings (Fool News)
Costco Dueling Fools
Costco`s Sales Astound (Fool News)
Stocks for Dad: Costco (Specials)
Stocks Fools Love: Costco (Specials)

Cree (Nasdaq: CREE)
52-week high: $202
Recent price: $79
Cree Beats Street (Fool News)
Valuation of Cree (Discussion Board Post)
The Future of Cree (Discussion Board Post)
Cree Discussion Board

Dell Computer (Nasdaq: DELL)
52-week high: $60
Recent price: $27
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Should Dell Follow Intel? (Fool News)
Dell`s No Rule Maker (Rule Maker Port)
Motley Fool Stock Research on Dell ($)

DoubleClick (Nasdaq: DCLK)
52-week high: $135
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DoubleClick Discussion Board
Motley Fool Research Internet Report ($)

eBay (Nasdaq: EBAY)
52-week high: $128
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eBay Sprouts Up (Rule Breaker Port)
eBay Frequently Asked Questions (Discussion Board Post)
Half.com vs. Amazon.com (Rule Breaker Port)
Motley Fool Stock Research on eBay ($)

NOTE: I`ve rounded prices off to the nearest whole dollar. I`ve also linked to a few Motley Fool Stock Research reports, which aren`t free. I`ve labeled those with a "$" sign. (Know that our stock research carries a money-back guarantee, so you might want to try it, if you`re interested.)


Yours digitally
KiKo

[KiKo]

Super Quartal:

25.10. 10:39
CNET - besser als Schätzungen
--------------------------------------------------------------------------------


Der Technologie-Content Anbieter CNET Networks steigerte seinen Umsatz von $28,4 Mio. auf $56,4 Millionen. Der operative Gewinn lag aufgrund guter Werbeauslastung bei $0,07 pro Aktie (inklusive Goodwill usw. Verlust $0,50) nach einem Verlust von $0,32 im Vorjahresquartal. First Call erwartete einen Gewinn von $0,03 pro Aktie.


------------------
25.10. 16:58
CNET, AMZN steigen nach Überraschung
--------------------------------------------------------------------------------


Amazon.com legt im aktuellen Handel um 15.43% auf $34 1/8 zu, CNET Networks gewinnt 11.44% auf $28 5/8.

Amazon.com konnte gestern nachbörslich die Analystenschätzungen von -0,33 US-$ mit 8 cents übertreffen, CNET schlug die Erwartungen der Analysen, welche $0,03 je Aktie Gewinn vorhersagten, um 4 cents.

Beide Aktien haben auf Jahres-Sicht stark verloren. Mehrere Analysten berichten in den letzten Wochen über einen weiteren Anstieg der Ausgaben im Advertising-Geschäft, was beiden Unternehmen stark zu Gunsten kommen könnte.

---------------------

CNet Says It`s on the Right Track, Surpassing Analysts` Estimates
By George Mannes
Senior Writer
10/24/00 8:09 PM ET

CNet Networks (CNET:Nasdaq - news), which completed its acquisition of one-time rival ZDNet last week, beat analysts` estimates for its final solo quarter.

The company, which now combines the Web`s two top technology news-and-information sites, also provided forecasts for the fourth quarter of this year and for the full year of 2001.

Income, excluding goodwill amortization, gains on investment sales and income taxes amounted to $6.2 million for the stand-alone CNet, or 7 cents a share. The consensus of analysts surveyed by First Call was for a gain of 3 cents a share.

Including goodwill amortization, gains on investment sales and income taxes, CNet reported a loss of $43.6 million, or 50 cents a share, compared to net income of $29.3 million, or 35 cents a share, in the third quarter of 1999.

Combined, CNet and ZDNet reported pro forma revenue for the quarter of $110.5 million, up 6% sequentially from the second quarter of the year. Going forward, the company estimated the combined operations would report revenue in the range of $120 million to $125 million for the fourth quarter of the year, and $580 million in 2001, which would be up around 35% from expected 2000 revenue. Earnings before interest, taxes, depreciation and amortization, or EBITDA, margins are expected to rise from a range of 15% to 16.8% in the fourth quarter to 25% in 2001 and 27% to 30% in 2002.

The company has $340 million in cash and equivalents on hand, and about $130 million in shares of 14 publicly traded companies.

Like other Internet companies this earnings season, CNet is telling the Street that its dependence on pure-play dot-coms, perceived by investors as a sign of weakness, is diminishing. In the second quarter, about 40% of the company`s top 100 advertisers conducted all their business over the Internet, according to CNet Chief Financial Officer Doug Woodrum; in the third quarter, the dot-com contingent dropped to a third of these top advertisers.
-----------------



Yours digitally
KiKo

[KiKo]

CNET Networks NASDAQ:

CNET Rating: STRONG BUY

(We anticipate the stock will outperform the S&P 500 in the next 6 months, with the potential for a near-term catalyst.)
Analyst: Derek Brown
Sector: eMarkets/Portals
Price Target: $60
CNET: Solid Q3 Results; Adjusting Estimates to Reflect ZDNet; Reiterate Strong Buy Rating Derek Brown reports on CNET`s solid Q3 results and reiterates Strong Buy rating. We believe that CNET`s ability to exceed expectations in an admittedly challenging environment speaks volumes about its industry positioning and the execution capabilities of its management team. We are introducing new pro forma estimates to reflect the acquisition of ZDNet. We continue to rate CNET`s shares a Strong Buy and maintain a $60 price target. <>

To view the report online, click here:

http://www.wrhambrecht.com/research/coverage/emarket/notes/c…

Yours digitally
KiKo

[Pulsrasen]

ufffz, dank den Zahlen bin ich wieder im +++++++++++++++!
Vielleicht kann ja diesmal der langfristige Abwärtstrend durchbrochen werden!
Positive Einschätzungen gibt es ja genug............


CNET Networks Reinstated `Buy` at Lazard Freres
By Sybil Carlson

Princeton, New Jersey, Oct. 25 (Bloomberg Data) -- CNET Networks Inc.
(CNET US) was reinstated ``buy`` by analyst Mandana Hormozi at Lazard
Freres & Co. The 12-month target price is $40.00 per share.


Quelle: http://quote.bloomberg.com/fgcgi.cgi?s=AOfcR3RCrQ05FVCBO&T=m…

[KiKo]

Glückwunsch Pulsrasen, bin auch wieder 30% im +

Bin weiterhin sehr optimistisch, auch für Infospace, wo ich heute nachgekauft habe - siehe mein Thread.

Yours digitally
KiKo

[KiKo]

Wednesday October 25, 6:25 pm Eastern Time
MotleyFool.com - Fool News

CNET Soars on Earnings

By Rex Moore (TMF Orangeblood)

Psst. Hey buddy. You wanna good Internet company? A profitable Internet company, with a P/E ratio of 6.5? Then give CNET Networks (Nasdaq: CNET - news) a look. The technology news and information provider reported third-quarter earnings yesterday after the bell, beating estimates rather handily. This was CNET`s last solo report, as its acquisition of top rival ZDNet was completed last week.

Excluding goodwill amortization, net gains on investment sales, and income taxes, CNET earned $6.2 million in the third quarter, or $0.07 per share. Consensus estimates were for $0.03 per share. Net revenues of $56.4 million were up 99% from the year-ago period. Management says it expects fourth quarter revenues to fall somewhere between $120 million and $125 million, and it expects to hit the $580 million range for 2001. Including goodwill and the other charges, the company`s net third-quarter loss was $43.6 million, or $0.50 per share.

The combined CNET/ZDNet properties reach about 24 million people worldwide and the entity is ranked in the Media Metrix top 10. Its brands include mySimon, News.com, TV.com, Computer Shopper magazine, and SmartPlanet.com. Management is pleased with the ZDNet acquisition and the leverage it will provide through a common publishing platform, common ad serving, etc. There is only 10% duplication on the entire list of advertisers from both sites.

So why has the stock been cut in half this year? Well, the majority of its revenue comes from online advertising, and many of the so-called "dot-com" companies are facing financial difficulties and are cutting back on advertising. Yahoo! (Nasdaq: YHOO - news) is facing a similar situation, and the two companies charts are tracking closely year-to-date. (Nico Detourn penned a good perspective on the online "ad crunch" not long ago.)

Like Yahoo!, CNET`s management is emphasizing the quality of its clients. CFO Doug Woodrum says advertising from pure dot-coms now represents a little over 40% of total advertising revenue, down about 10% from last quarter. "What we`ve been working toward as a company is dependence on good quality vendors with a great quality audience," says Woodrum. Woodrum also thinks that people are making a mistake if they make decisions about the online advertising industry based on the success or non-success of dot-com advertising. "I think people are drawing some unfair conclusions around this medium," he says.

CEO Shelby Bonnie summed it up by saying, "We remain very excited and enthused, and we believe we`re only scratching the surface of the possibilities that are available ahead." Potential investors, however, should form their own opinions on how much the online ad crunch will affect companies like CNET in the long term.
---------------

Yours digitally
KiKo

[Pulsrasen]

hihihihihi, 50% Anstieg in einer Woche, das sah verdammt nach einem shortsqueeze aus! Die Zahlen waren aber auch verdammt gut! Laut yahoo waren am 8.09. 16,5% der Aktien short......., da wird jetzt die Zahl sicherlich ein bißchen kleiner sein....

Anbei noch ein kleiner Bericht von "iwhatch" -kostenloser Newsletter-


Cnet (CNET, 901686) $30,06

Cnet verdiente im abgelaufenen Quartal 8 Cent je Aktie und
uebertraf damit die Erwartungen der Analysten um einen Cent. Das
KGV von Cnet allein ist mit diesem Ergebnis unter 10 und damit
fuer ein Wachstumsunternehmen der Internetbranche sensationell
gering.

In der vergangenen Woche hat Cnet jedoch die Uebernahme von
ZDNet abgeschlossen. Somit hat Cnet den bis dahin einzigen ernst
zu nehmenden Konkurrenten gekauft. Nun muss das Geschaeft von
ZDNet in das Angebot von Cnet eingegliedert werden. Ein
schwieriges Unterfangen, das einen wesentlichen Einfluss auf die
Zukunft von Cnet haben wird. Denn, beide Unternehmen bieten gut
strukturierte Informationen ueber Technologieprodukte an. Cnet
hat sein Informationsangebot optimal in eine Datenbank
eingebaut, die ad hoc die Preise und Verfuegbarkeit der
besprochenen Produkte vergleichen kann. Nur wenn das ZDNet
Informationsangebot entsprechend eingebaut werden kann, koennen
zusaetzliche Umsatzsteigerungen erzielt werden.

Bislang knabbert Cnet jedoch noch an dem Kaufpreis fuer ZDNet.
Nach den 50% Kursanstieg in dieser Woche erwarte ich nicht eine
anhaltende Kursexplosion, vielmehr duerfte es noch ein weilchen
dauern, bis das neue konsolidierte Unternehmen bewiesen hat,
dass der von Cnet eingeschlagene Kurs auch weiterhin beibehalten
werden kann. Ich bleibe daher bei meiner Aussage von vor einigen
Wochen: Kurse unter $30 sind nach wie vor Einstiegskurse fuer
langfristig orientierte Anleger.

[KiKo]

2 Empfehlungen:
-------------------

US Bancorp Piper Jaffray

CNET Networks, Inc. (CNET – 29 1/8)

Buy; EPS 00E $0.20, 01E $0.49; Mkt Cap $4,181.4M; Avg Vol 3,250,000; Target $40 (10x FY01 Rev)
Adjusting FY01 Proforma EPS To Include Tax Expense; FY01 Proforma EPS Decreasing From $0.80 to $0.49;

Reiterate Buy Rating And $40 Price Target
-----------------
ABN AMRO

CNET Networks Inc CNET at Add
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Yours digitally
KiKo

[KiKo]

TODAY:
Wedbush Morgan
CNET Networks Inc

---> CNET at Strong Buy <---


Yours digitally
KiKo

[KiKo]

CNET: Our Top Pick in a Tough Market
CNET (CNET–OTC)

PRICE: $26.56
52-WEEK RANGE: $80–$16

KEY POINTS

-- CMGI is divesting (or at least distancing) itself from its ad-related businesses.

-- Consumer holiday e-shopping statistics appear to get off on a slow foot.

-- October Net traffic was up (according to Nielsen Net Ratings.)

-- So what should an investor do now? In our view, stick with a small basket of the clear leaders that should benefit from declining inventory and increased usage.

-- CNET is our top pick. Our price target of $69 is based upon the application of a 45x multiple on our 2002 EBITDA forecast of $232 million.

DISCUSSION

Stick with the leaders through the noise, they are gaining share in a consolidating market.
The increased velocity of companies commenting on their vulnerability to the advertising market and their new plans to distance themselves from advertising strikes us as good news for the New Media sector. Too many companies thought they could hang out an “advertising wanted” sign, put out some non-differentiated content and grow into a real business. Media, especially ad-supported media is a really tough business. New Media is sub-sector of media and is driven by the same fundamental principals of its big brother. Namely, creating a differentiated product, attracting a large audience base that consistently costs less to attract and keep than it does to monetize, prudent balance sheet and cash flow management and a deeply focused management team committed to running a tough business. We believe CNET is one of those companies.

We believe CMGI’s decision to divest itself of several ad-related businesses (iCast, 1 st Up) and retool others away from advertising (Alta Vista) marks a significant turn in the New Media sector. Out thesis for the past 12 months has been bifurcation. We believe the New Media sector is separating into two categories – Mass or Major Media companies (Yahoo, AOL and MSN) and targeted scalable niche content companies (with one leader per category like CNET.) CMGI’s various advertising sensitive businesses fit well into neither category.

Internet user patterns simply do not support the profitable existence of second-tier companies. As penetration of U.S. Internet users has climbed above 53% they have spent more time online but have begun to seriously limit the number of different sites they visit in a given month.

On average a home Internet user in October visited only ten unique sites down 9% from 11 sites in October 1999 (according to Nielsen NetRatings.) The amount of time the average October home user spent online increased 23% from 8 hours 12 minutes in October 1999 to 10 hours 7 minutes in October 2000. Additionally the number of pages consumed by October’s average home Internet user increased 37% from 524 in October 1999 to 720 in October 2000. In sum the advertising revenue opportunity for one of the ten visited sites in a month climbed from 48 pages viewed per site in October 1999 to 72 pages per site in October 2000 – a 50% increase year-over-year. In other words, the likelihood of targeting a particular demographic base increased 50% in one year, but only at the top ten sites visited per average user.

Identifying the top ten sites requires some additional leg work since each user may visit a different set of ten sites. On a composition index analysis, the big-3 sites AOL, Yahoo and MSN skew well across all demographic categories for both home and work users. We believe these three mass media sites will continue to generate the majority of page views online and attract the greatest number of advertisers online. Within the targeted categories we believe CNET is best positioned as a profitable company dominating the technology products and services sectors.

E-Commerce outlook for holiday season 2000 is mixed. There have been several news reports and surveys released claiming that enthusiasm for online shopping may be low relative to last year. While we expect the New Media sector to be impacted by anecdotal evidence of e-commerce gyration, we maintain that our New Media bifurcation thesis holds true for the incremental lead-generation or shopping mall structure several of the New Media companies have set up. Specifically, we believe CNET and Yahoo may grow its share of the e-commerce holiday pie as a result of being two of the most frequently visited and highly regarded sites on the Web. We have not factored a large holiday shopping upside into any of our New Media forecasts.

We advocate sticking with the leaders. We like CNET best.
CNET is the leading New Media company focused on the large and rapidly-changing technology vertical. The company acquired its largest competitor, ZDNet in October and has begun the process of streamlining operations and generating incremental advertising revenue. While the majority of the company’s revenue is derived from advertising, a growing component of ad revenue is based upon lead generation services. Lead-generation revenue represented approximately 20% of advertising revenue in Q3 2000 (approximately $19 million.) We believe lead-generation will represent close to 30% of ad revenue by the end of 2001. CNET is likely to dominate the technology vertical and continue to grow into the increasing importance of IT in our professional and personal lives.

We believe the company is positioned well to take incremental market share in a general advertising market that may begin to favor direct marketing and targeting oriented advertising over branding. The Internet has become the most used resource for business people looking for information on technology. CNET’s sales force has aggressively sold its position to both endemic technology companies and to non-endemic companies looking to access CNET’s high quality demographic profile. In addition CNET has positioned itself between buyers and sellers of technology and between manufacturers and value-added resellers in its CDS division. We believe CNET’s relevance to businesses and technology professionals and hobbyists has improved through the deft management of its marketing, data and editorial platforms.

On the cost side, we anticipate that CNET will realize efficiencies from its merger with ZDNet. We anticipate the company will scale back its sales and marketing expense and general and administrative costs. Our 2000 estimates call for $434 million in revenue, an EBITDA margin of 11.1% and pre-tax operating earnings of $0.21. For 2001 our estimates are $585 million in revenue (which may prove conservative,) a 26.4% EBITDA margin, and an after-tax earnings estimate of $0.48. We have opted to forcast 2001 on an after-tax basis to account for the company’s depletion of its NOLs later this year.

Our price target of $69 is based upon the application of a 45x multiple on our 2002 EBITDA forecast of $232 million. We believe media companies typically trade in a range of a mild discount to a 25% premium of their long-term EBITDA growth rates. We currently forecast CNET’s EBITDA growth rate for the next five years to average 40-50%. As such we are valuing CNET on par with its estimated long-term growth rate.

Additional information is available upon request.
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Yours digitally
KiKo

[KiKo]

CNET Networks` ZDNet announced Tuesday that it will become the premier provider of technology information and services, to Microsoft`s MSN Computing Content site.

The content and service partnership expands ZDNet`s relationship with MSN and is expected to give the Web site provider increased brand awareness.



CNET shares (CNET: news, msgs) jumped 9.6 percent, or $2.31 to close at $26.50. CNET in October completed its $1.6 billion purchase of ZDNet.

"By teaming with ZDNet to deliver the latest technology information, we are adding to the depth of content that makes MSN a natural home on the Web for consumers," said Brad Chase, senior vice president of the Personal Services and Devices Group at Microsoft.

MSN `s (MSFT: news, msgs) Computing Central site offers computing news and product information, providing technical problem solving and advice.
----------------

Yours digitally
KiKo

[KiKo]

Der GRund für den Kursrückgang heute. HAbe für morgen Kauforder im Markt Die spinnen!
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U.S. Options-CNET Networks vols up as stock drops

CHICAGO, Nov 16 (Reuters) - Implied volatility in options on technology information provider CNET Networks Inc. (NasdaqNM:CNET - news) rose amid active put selling and call buying as the stock lost ground on Thursday.

CNET Networks shares dropped $6-11/16 to close at $19-1/2 on hefty Nasdaq volume of about 21.4 million shares.

Implied volatility for the December 22.5 calls stood at around 112 percent, up from about 90 percent on Wednesday, said a market maker on the Chicago Board Options Exchange.

The trader noted some institutional selling in the December 20 puts and some retail buying in the December 30 calls as well as in the soon-to-expire November 22 and 25 series.

November options go off the board at the end of this week.

Options turnover has picked up dramatically as about 4,783 calls and 4,968 puts changes hands combined across four U.S. options exchanges Thursday, according to Track Data.

Track Data`s total options tally was 913 contracts on Wednesday versus 413 contracts on Tuesday.
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Yours digitally
KiKo

[recife]

Hallo KiKo,

was ist hier los, mein englischist leider nicht so gut, kannst Du mir weiterhelfen?

Danke Recife

[Pulsrasen]

Das ist ja unglaublich, was sich gestern in USA abgespielt hat! So ganz habe ich das auch noch nicht verstanden........., wie kam nur dieser wahsinnige Absturz zustande???? Verkäufe von Intis, ..... können Shorts oder puts ohne schlechte news wirklich einen Kurssturz von 25 % auslösen? Ich habe noch nie mit 1 Aktie an einem Tag soviel verloren....... Fakt ist, dass sich fundamental NICHTS!!!! geändert hat Vor ein paar Tagen kamen SUPER-Zahlen. Man bedenke, dass CNET in diesem Jahr den break point geschafft hat. Vergleicht man sie mit anderen e-Tailern stehen sie unglaublich gut da. Man bedenke, dass CNET jetzt nur noch 2 Mrd $ Wert ist,...... vor paar Monaten haben Sie noch 1,5 Mrd $ für ZDNet bezahlt......... Diese Aktie ist bei diesen Kursen nicht nur ein Langfristpapier.... hiermit lässt sich auch kurzfristig viel Geld verdienen,..... glaube dass wir bald wieder 30 $ sehen,.....

Heute übrigens schon die 1. Kaufempfehlung: (Quelle: http://stock.jmud.net/picks/midcap.html)
11/17/00
Stock (symbol/name) : CNET -- CNet Networks
Reason: CNet is a global media/technology services provider, CNet have a huge network of websites
including www.download.com, www.zdnet.com, www.shareware.com, etc... CNet is also a
retailer, e-commerce service provider. Currently trading at $19 level, this price is a very
reasonable price to get in at, it is even a little under-valued. CNet will gain back it`s loss
very soon, especially with the holiday season arriving shortly.
Target Price: $40

[KiKo]

Hab ersten Kurs in FRA zu 24,25 Euro bekommen. War gestern Realtime bei den US-Kursen - wirklich spannend. Weil andere Firmen Stellen abbauen, verbilligt sich CNET??
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Rugs and bugs

On Friday morning, the editor of TheStreet.co.uk, Nils Pratley, told a London radio program he felt as if the Americans had pulled the rug out from his news operation.

Fiscal accountability matters these days - for publicly held e-content companies and for the privates, such as magazine and online property The Red Herring, which announced layoffs after buying StockMaster.com.

The pioneer of the bunch, CNET Networks (CNET: news, msgs) , is the most dramatic example. CNET`s CEO, Shelby Bonnie, must continually assuage shareholders about the company`s corporate intentions, even as CNET meets Wall Street`s profitability and revenue hopes.

CNET shares this week suffered more than any of the e-content bunch, falling 25 percent in a day and bringing the company`s market cap below $2 billion for the first time since mid-October, when the San Francisco company completed its $1.5 billion merger with rival ZDNet.

There was no direct news to explain the sharp drop in CNET shares. Yet CNET`s stock drop came on a day when the smaller TheStreet.com told shareholders it was shutting its London news service, slashing jobs and ending a newsroom venture with The New York Times.
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Yours digitally
KiKo

[KiKo]

Alles bestens im Lot, wenn ich das recht nachvollziehe:
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CNET Networks Comments on Third Quarter 2000 10-Q Disclosure

SAN FRANCISCO, Nov. 17 /PRNewswire/ -- CNET Networks, Inc. (Nasdaq: CNET - news) is issuing this announcement in response to investor inquiries regarding disclosure included in its third quarter 10-Q filed with the SEC on November 14, 2000. The 10-Q stated that during the third quarter of 2000, the company earned $5.8 million in revenues paid in the form of equity of advertisers on our network. On a stand-alone basis, $5.8 million represented 10 percent of CNET`s total revenues.

Including revenue from recently acquired ZDNet, the percentage of revenues earned in the form of equity is 5 percent. Set forth below is a summary of total revenues and the percentage earned in the form of equity in 1999 and 2000. This data is presented pro forma for the acquisition of ZDNet as if it had occurred on January 1, 1999.


3 months ended 9 months ended 9 months ended
$m Sept. 30, 2000 Sept. 30, 2000 Sept. 30, 1999
Total revenue $110.9 $307.9 $194.9

Percent of
revenue taken
in the form of
equity 5% 5% 3%


The revenues paid in the form of equity stem primarily from three contracts that CNET struck in 1998 and 1999. Two of the contracts were for a combination of cash and equity and one was for all equity. The decision to accept equity as partial payment for these contracts was based on CNET`s view that equity ownership in these companies would be financially and strategically beneficial. Two of the three contracts expire at the end of the fourth quarter, 2000 and the third expires in April 2001.

There was an increase in the amount of revenue earned in the form of equity in the third quarter 2000 when compared to the prior quarter. This was because CNET agreed to an increase over and above the original amount contracted with one of these companies. This caused both the cash and equity from this advertiser to increase when compared to second quarter 2000. In the fourth quarter of 2000, we expect that revenue earned in the form of equity will represent approximately 5 percent of the total. The company`s 2001 revenue guidance of $580 million assumes that revenue earned in the form of equity will decrease as a percent of total when compared to 2000.

CNET has historically reported the amount of revenue earned in the form of equity under the line item ``investments for services provided in its cash flow statement filed quarterly in its 10-Q.`` In the third quarter, the amount of revenue earned in the form of equity increased two percentage points and as a result management provided disclosure in the section entitled Management`s Discussion and Analysis. CNET has followed generally accepted accounting principles when accounting for these transactions.

CNET reported as of September 30, 2000 that it had more than $340 million in cash and marketable debt securities. It also reported ownership in marketable equity securities valued at an additional $130 million at September 30, 2000. This amount is based solely on shares of publicly traded companies valued at their closing price on September 29, 2000. CNET`s largest marketable equity securities are comprised of shares in Siebel, Vignette, NBCi and Niku, which represented 89 percent of the $130 million of marketable equity securities. Shares in Mail.com, DeltaThree and Virage make up 10 percent of the total and other stocks make up the remaining 1 percent.
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Yours digitally
KiKo

[KiKo]

CNET up 3.93% after hours
11/17/00 7:51 am

jetzt noch schnell mal reinschauen:

http://dynamic.nasdaq-amex.com/dynamic/afterhourma.htm
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Yours digitally
KiKo

[KiKo]

CNET Networks Inc

ABN AMRO :

from Add
to Buy
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obiges von heute!

Yours digitally
KiKo

[KiKo]

CNet Up 5% on Positive Comments by Lazard Freres
By TSC Staff

11/17/00 10:00 AM ET



CNet Networks (CNET:Nasdaq - news) was up 4.8% in early trading after Lazard Freres said a buying opportunity exists.

Lazard said in a research note that the market overreacted to the online media company`s disclosure that barter and revenue in the form of securities made up 12% of its third-quarter revenue. "In our opinion," Lazard said, "the fundamental story is intact."

---
Yours digitally
KiKo

[KiKo]

11/17/00 8:24:48 AM
Source: WR Hambrecht & Co.
San Francisco, CA, November 17, 2000, 8:30 PST

CNET NETWORKS, INC. NASDAQ:CNET

Rating: STRONG BUY
(We anticipate the stock will outperform its peer group in the next 6 months, with the potential for a near-term catalyst.)

Analyst: Derek Brown

Sector: eMarkets/Portals

Price Target: $60

CNET: Revenue "Flap" Creates Buying Opportunity; Reiterate Strong Buy
Derek Brown feels investor concern on a "quality of revenue" issue has created buying opportunity, reiterate Strong Buy. Investor concern has focused almost exclusively on a "quality of revenue" issue that surfaced in the Company`s recently filed September 10-Q. While we understand investor caution on this topic, we believe the event is a "red herring." We continue to rate CNET`s shares a Strong Buy and suggest that investors use the current price weakness to add to or establish positions in the Company.
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Yours digitally
KiKo

[Weltreisender]

Hallo KiKo und CNET-Freunde,

na, in diesem Board hat sich ja richtig etwas getan !....sehr schön ! Ich halte den momentaren Kurs als einmalige Chance, nochmals einen günstigen Kurs zu bekommen (USD 20,00) !!! Das wäre bei Wachstumsraten von ca.50% und einer durchschnittlichen Gewinnerwartung von $0,60 füt 2001 ein KGV von 33 ! Halloooo, aufwachen, ich erwarte bei CNET keine großen Kurssprünge, aber einen stetig steigenden Kurs entsprechend den Wachstumsraten ! Da sollte man in diesen Börsenzeiten doch zufrieden sein, oder !? Gruß aus Hamburg !!

[DerSchaetzer]

@All

Bin an CNET interessiert.
Sind die ein invest wert?

Lese immer BUY oder STRONG BUY.

Gruß der schaetzer

[KiKo]

@Weltreisender
Wie gesagt, habe nachgekauft.

@Schaetzer
IMHO: Ja. Lies Dir alle Infos durch. Ich lasse nichts negatives weg, wenn es etwas geben sollte.


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Yours digitally
KiKo

[DerSchaetzer]

@KiKo

Bin überzeugt.
Bin aber leider zu früh rein. Wie immer.
Schaun wir mal wie es aussieht wenn die amis entlich einen prä...... haben. Es können auch zwei sein.

Gruß der schaetzer

[KiKo]

20.11. 13:34
CNET und Infospace - mehr Besucher
--------------------------------------------------------------------------------


Die Webseite von CNET Networks zog im Oktober 62% mehr Besucher als noch im September. Die Besucherzahl auf Infospaces Webseite verdoppelte sich im gleichen Zeitraum. Beiden Unternehmen kamen die kürzlich getätigten Übernahmen zu gute.

Dieser Zuwachs platziert die beiden Seiten auf den Rängen 9 (CNET) und 10 (Infospace) im monatlichen Ranking von Media Metrix der meistbesuchten Webseiten. In Zahlen ausgedrückt erreichte CNET 18,7 Mio. Besucher, während Infospace 18,0 Mio schaffte. Vor den Akquisitionen, CNET kaufte Ziff-Davis und Infospace Go2Net, lag CNET auf Rang 18 und Infospace auf Rang 35. Die Plätze 1 bis 3 belegen nach wie vor die Seiten von AOL, Yahoo und Microsoft.

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Yours digitally
KiKo

[KiKo]

CNET Download.com Hits the One-Billion Mark

Industry Milestone Reinforces Channel`s Position as World`s Largest Online Software Resource

SAN FRANCISCO, Nov. 21 /PRNewswire/ --

CNET, a division of CNET Networks, Inc. (Nasdaq: CNET - news), announced today that CNET Download.com (www.download.com), the world`s largest online software distribution channel, has served its one-billionth software download. CNET Download.com offers users the opportunity to download and evaluate more than 30,000 software titles, including freeware, shareware and demos.

``Since our launch four years ago, CNET Download.com has grown from a modest shareware directory with approximately 3,000 software titles to the number one destination for downloads on the Internet, serving nearly 10 million downloads per week,`` said Jim Stanley, director of CNET Download.com. ``We`re excited to mark our four year anniversary by serving the one billionth download, adding fuel to the fire that has blazed a trail for us in the industry.``

CNET Download.com Creates New Software Markets

While the Internet is driving and expanding many traditional marketplaces, it is also creating an entirely new method for exposing developing markets. CNET Download.com`s ``Most Popular`` list counts the most frequently downloaded files, serving as an indicator of future technology trends. By monitoring this list, users can determine the most useful products, read the product reviews, and download titles for free. Software developers can instantly check the popularity of their products, receive valuable user feedback, and determine potential market demand for future products.

Businesses Have Successful Track Records on Download.com

Hundreds of software companies have achieved success after having their products listed on CNET Download.com. Examples include:


-- Sonique was acquired by Lycos in August 1999 for $55 million after
being on CNET Download.com`s Most Popular list for 53 weeks.
-- Nullsoft was acquired by AOL in June 1999 for $400 million after its
product, Winamp, was on CNET Download.com`s Most Popular list for
73 weeks.
-- Netzip was acquired by RealNetworks in January 2000 for $268 million
in stock after Netzip was on CNET Download.com`s Most Popular List for
111 weeks.

---------------
Yours digitally
KiKo

[KiKo]

CNET Networks Invests for Full Ownership of Seven Asian CNET Sites

Gains Full Brand Control in Valuable Growth Market Via $6 Million Buy-out of Asiacontent.com Joint Venture

SAN FRANCISCO, Dec. 12 /PRNewswire/ -- CNET Networks, Inc. (Nasdaq: CNET - news), the global source of technology and commerce-related information, data, exchanges and services, today announced that it has made a cash investment of $6 million to gain ownership of seven CNET Web sites throughout Asia. By buying the 81 percent interest in the sites held by its joint venture partner Asiacontent.com, CNET Networks will now directly control the development of the sites` content, audience, brand and revenue streams.

``Our expansion into more than 25 countries has placed us among the top five international networks, in terms of global footprint,`` said Art Fatum, President of CNET Networks` International Media business unit. ``Asiacontent.com, a leading provider of online solutions and advertising services, has been instrumental in building and operating CNET`s Asian Web sites, and bringing them to their current level of success. With this investment, we`re excited to build on this momentum, providing our Asian audiences with commerce-enabling information and services that bring buyers, sellers and suppliers of technology products together.``

The joint venture with Asiacontent.com included CNET sites in Singapore, Hong Kong, Malaysia, Taiwan, People`s Republic of China, India and Korea. Each CNET site combines global and regional content and services to create a compelling user experience.

During the past few years, Asia has become one of the fastest growing Internet markets. According to Jupiter Communications, there are currently 65 million Internet users in Asia Pacific, which is expected to increase to 114 million by 2003. The opportunity for continued growth is significant, as the current number represents less then two percent of the Asia Pacific population.

CNET Networks was an early mover in this region through not only the establishment of CNET sites, but the parallel development of ZDNet sites throughout the same regions. CNET Networks merged with ZDNet in October. Between the two global, branded Internet properties, CNET Networks now has established reach into every key market in Asia, with 16 Web sites. The audience reach of CNET Networks` sites in Asia reflects the overall popularity of its brands. For example, CNET Networks is ranked 8th among all Web properties in Singapore with 17 percent reach among home users, and 16th in Hong Kong with 19 percent reach (Nielsen NetRatings, October 2000).

``As in the United States, our CNET and ZDNet audiences throughout Asia are largely unduplicated,`` said Adam Power, Senior Vice President, Asia, for CNET Networks. ``We`ve been successful in establishing separate brand identities and attracting unique audiences. Through our full ownership of CNET Asia, we are ensuring further complimentary development of our respective brands and sites in this region, while taking advantage of the opportunity to build on our synergies by sharing centralized resources, such as technology, finance and marketing.``

CNET Networks will use Asiacontent.com`s Solutions support for up to six months as it transitions the business in-house. ``Since first launching CNET in Singapore in March 1998, Asiacontent.com has successfully developed and managed CNET`s brand presence in Asia,`` said Chris Justice, CEO of Asiacontent.com. ``In order to transition CNET Asia to its new owner, our Solutions business will provide technical and content management services as needed under a contractual services agreement.``

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Yours digitally
KiKo

[KiKo]

US Bancorp Piper Jaffray
12/19/00 7:27:43 AM

CNET-Buy

Yours digitally
KiKo