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    InfoSpace: Schon bald einer der Giganten im Bereich Internet-Infrastruktur! - 500 Beiträge pro Seite

    eröffnet am 23.07.00 21:38:59 von
    neuester Beitrag 27.07.01 17:06:02 von
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      Avatar
      schrieb am 23.07.00 21:38:59
      Beitrag Nr. 1 ()
      InfoSpace (Nasdaq-Kürzel INSP, WKN 917694) ist ein führender Anbieter von Infrastruktur-Lösungen für das Internet in den Bereichen e-commerce, Information und Kommunikation für den Internetzugang für Unternehmen und Web-Seiten. Dies schließt die Internetnutzung über PC’s, Laptops, Set-top-Boxen (Internetzugang über das Fernsehen), Handys, Online-Kioske usw. ein. Kooperationen bestehen u.a. mit Acer America, AT&T Wireless, Ericsson, GTE, Intel, Mitsui, NeoPoint, Nokia und Vodafone. Das Infrastruktur-Netzwerk von InfoSpace bezieht sich auf mehr als 3000 Web-Seiten, mit denen Parnerschaften eingegangen wurden, einschließlich AOL, Microsoft, Disney`s GO Network, NBCi, Lycos, Go2Net, DoubleClick, Dow Jones (The Wall Street Journal Interactive Edition) und ABC LocalNet. Der Markt, in dem InfoSpace bereits exzellent positioniert ist, bietet ein immenses Wachstumspotenzial. Das Unternehmen ist bereits profitabel. Naveen Jain, Chairman von InfoSpace, gilt als einer der ambitioniertesten und visionärsten Unternehmenslenker in den USA.



      InfoSpace dürfte in einigen Jahren zu den größten Unternehmen der Welt gehören. Angesichts einer Marktkapitalisierung von aktuell nur 11 Mrd. US-Dollar (bei einem Kurs von 48 US-$) ergibt sich daraus ein immenses Kurssteigerungspotenzial.



      Homepage: http://www.infospace.com

      Kursabfrage, News, Research usw.: http://finance.yahoo.com/q?s=INSP&d=t

      Gigaguru
      Avatar
      schrieb am 23.07.00 23:17:59
      Beitrag Nr. 2 ()
      Hallo Giga

      wie siehst Du die Entwicklung in den nächsten tagen(wochen) ?
      Sind in den nächsten Tagen positive Meldungen zu erwarten ?
      Avatar
      schrieb am 24.07.00 09:11:00
      Beitrag Nr. 3 ()
      Guten Morgen,

      Neben einem Engagement im b2b-Bereich und in der Biotechnologie ist es
      meiner Meinung nach Pflicht, auch in den Wireless-Bereich zu investieren. Nur in wen ? Netzbetreiber haben kaum Phantasie, Handy-Bauer und ihre Zulieferer begrenzt, Infrastruktur-,Content- und
      Softwareanbieter jedoch enormes Potential. Dazu gehört sicherlich auch Infospace. Bei der Aktie habe ich nur das Problem, daß sie sich so schlecht rechnet. Selbst bei zunächst utopischen 1 Mrd. Kunden,
      von denen INSP indirekt einen $ p.m. erhalten soll, entsräche dies einem Gesamtumsatz der Branche von 12 Mrd. Dollar, wohlgemerkt irgendwann mal. Bekommt INSP davon positiv gerechnet die Hälfte ab und arbeitet mit 40 % Marge nach Steuern, so wären wir bei einem Gewinn von 2,4 Mrd. Dollar, was dann bestenfalls gut für eine Marktkapitalisierung von 70 Mrd. wäre. Wenn man jedoch die 0,5 Mrd.
      kunden tatsächlich bedienen würde, so würde man sich bereits im Endstadium der Entwicklungsmöglichkeiten befinden.
      Avatar
      schrieb am 24.07.00 11:18:52
      Beitrag Nr. 4 ()
      an ECCE,

      INSP bekommt nicht nur die 1$/user/monat, sondern wird an den umsätzen im commerce bereich beteiligt. hier liegt die eigentliche phantasie, denn die monatlichen zahlungen werden auf dauer stark sinken!

      der markt ist VIEL größer als nur 12mrd$!!!

      zündi


      PS: hier gibts immer die neuesten infos: http://www.wallstreetonline.de/community/board2/ws/thread/18…
      Avatar
      schrieb am 24.07.00 12:15:47
      Beitrag Nr. 5 ()
      Eine gute Infospace Research-Seite finden Sie unter
      http://www.moneymile.de --> "Aktienregister" wählen --> INSP auswählen!
      :D

      Trading Spotlight

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      Rallye II. – Neuer Anstoß, News und was die Börsencommunity jetzt nicht verpassen will…mehr zur Aktie »
      Avatar
      schrieb am 24.07.00 13:17:16
      Beitrag Nr. 6 ()
      Mittwoch abwarten..

      wenn keine pos. überraschung, dann richtung 30

      wenn pos. überraschung max 60 mit rückschlag auf 53...also abwarten...
      Avatar
      schrieb am 24.07.00 14:12:40
      Beitrag Nr. 7 ()
      Warum muss man INSP haben?

      Wahrscheinlich schon in irgendeinem Zündi-Thread, aber Voila quand meme.

      TECH TRENDS
      King of the Wireless Web
      Why InfoSpace Deserves a Space in Your Portfolio
      By Guy Gottfried
      “There are two kinds of people in this world, right? Nonbelievers and believers. In other
      words, those who don’t believe in God, and those who believe in God and InfoSpace
      (INSP).” No, these are not the words of some message board pump-and-dumper—they
      came straight from the mouth of Naveen Jain, the chairman of the company. “That’s
      OK,” he continues, “the nonbelievers will be converted when we become a trillion-dollar
      company.” It is rare to see the top executive of a company come out with such a direct
      and provocative statement. However, given InfoSpace’s prospects, Mr. Jain certainly
      can’t be blamed for being so excited.
      Right now, InfoSpace is known primarily for providing content such as maps, weather,
      yellow pages, white pages and classifieds to major web sites like AOL (AOL), MSN
      (MSFT), Lycos (LCOS), NBC Internet (NBCI), Disney’s GO network (GO), and about
      3,000 others—as Jain puts it, “We are probably the only partner to both Disney (DIS) and
      Playboy (PLA) at the same time.” But the big payoff for InfoSpace is expected to come
      from its dominant position in the wireless Internet.
      Wireless Wonder
      Just how big will the wireless web be? Nokia (NOK) estimates that the number of
      cellular subscribers will exceed 1.2 billion by 2003 and that 600 million wireless handsets
      will be Internet-enabled. Merrill Lynch (MER) has looked further in its projections to
      2005, in which it predicts there will be 2 billion wireless subscriptions with an astounding
      1.5 billion of those connected to the Internet. In but a few years there will be more mobile
      devices people connected to the Internet than PCs. And the company that’s best
      positioned to dominate this revolution is—you guessed it—InfoSpace.
      You probably already know that wireless operators all over the world are allowing their
      customers to send and receive email, manage address books and calendars, get real-time
      traffic reports and stock quotes, and conduct commerce. What may surprise you, though,
      is that with almost no exception, those services are powered by InfoSpace. InfoSpace’s
      customer list reads like a who’s who of wireless operators. All in all, InfoSpace has 26
      carrier relationships worldwide, including Vodafone (VOD), AT&T Wireless (AWE),
      GTE (GTE), SBC (SBC), US West (USW), BellSouth (BLS), VoiceStream (VSTR),
      Verizon Wireless (the soon-to-be combined operations of Bell Atlantic (BEL), AirTouch
      and PrimeCo), British Telecom (BTY), and KPN (KPN). Its current partners alone give it
      close to 90% market share in the US cellular market and over 50% in Europe.
      Why have so many carriers chosen InfoSpace? When asked during last quarter’s
      conference call about the competitive landscape, Jain joked that it’s so lonely out there
      that he has to take his wife with him on sales calls. Quite simply, its platform of services
      is years ahead of the market. This goes far beyond simple content to include highlysophisticated capabilities that no one but InfoSpace can offer. Here are some cool
      examples: · Advanced commerce services. You can purchase items with a single click,
      access account information and transfer money all from your wireless device.
      And whenever you buy something, it is automatically charged to your credit
      card statement.
      · A comparison shopping service that lets you enter anything you know about
      an item, like a model number, barcode, ISBN, product name or even scan a
      UPC code, and locate online and offline retailers that sell the item and how
      much they charge for it. If you find something cheaper, you can then buy that
      product (with a single click, of course) or, if you’re already in a store that sells
      the same thing, use the information to negotiate a lower price.
      · Merchant services. This is a particularly important category for local service
      merchants like dry cleaners and plumbers. According to Kelsey Group, two-thirds
      of the US GDP is transacted through local merchants, and yet these are
      the very people who right now cannot take advantage of the Internet.
      InfoSpace addresses this with some very innovative solutions. For instance,
      suppose you’re driving home from work when it suddenly dawns on you that
      it’s your wife’s birthday. If you show up empty-handed, you’re in big trouble.
      You pick up your cell phone and search for the nearest florist. It points you to
      the closest store and you go there and buy the flowers. While there, you
      receive a promotion telling you that if you buy something at the store next
      door, you’ll get a 20% discount. So you end up saving some money (not to
      mention your marriage), which makes you happy, and that makes the carrier
      happy too. Over 400,000 merchants currently use InfoSpace’s services.
      Differentiation and the Yahoo! Question
      You might be asking yourself, why would a carrier want to pay InfoSpace to create a
      portal for it when it can just have Yahoo! (YHOO) as its default homepage for free? The
      answer, in a word, is differentiation. If users went on the wireless web simply so they
      could log onto Yahoo! or AOL (AOL) or Lycos (LCOS) then the service itself would
      become a commodity. There would be no difference between any of the services, making
      them nothing more than dumb pipes and ruining this tremendous revenue opportunity for
      the carriers. Needless to say, the carriers don’t want that.
      Not only does InfoSpace offer services that no other company can offer, but it also lets
      carriers customize the specific services they want to appear on their portal and then
      designs it for them on a private label basis. That is, each carrier can feature its own
      distinct product, and when you log on to, say, GTE’s wireless portal, GTE’s name will
      appear on the screen, not InfoSpace’s. These are very important factors because they let
      the carriers differentiate their product and create brand loyalty among their customers. Show Me the Money!
      In exchange for allowing wireless operators to generate extra revenue by providing its
      services to their customers, InfoSpace gets compensated in numerous ways. Contractstypically provide for $1-5 million over 2-3 years plus subscriber fees. In North America
      carriers charge $10-15 a month and pay InfoSpace $1-3 per month. In Europe and Asia,
      where customers pay per query rather than per month, InfoSpace gets roughly 10 cents
      per query (a query represents usage of a service—for example, sending an instant
      message would constitute one query). In addition, InfoSpace gets paid by the merchants
      in its network when consumers locate them through a search and when it sends
      promotions on their behalf, and receives a commission on every sale that occurs as a
      result of these services (InfoSpace shares its merchant revenues with the carriers, which
      creates another major incentive for them to use its platform).
      To illustrate the magnitude of InfoSpace’s potential, let’s crunch some numbers. You
      read the estimates above for wireless Internet users. Such estimates usually prove
      conservative when dealing with revolutionary technologies like the wireless web. But for
      the sake of this scenario we will assume otherwise. Let’s take Nokia’s estimate of 600
      million Internet-enabled mobile subscribers by 2003 (which is significantly less
      aggressive than Merrill Lynch’s target of 1.5 billion by 2005) and say it’s actually 100
      million too high. That gives us 500 million in 2003. And let’s say 25% of those, or 125
      million, will be powered by the InfoSpace platform, and assume its per-subscriber fee
      will be $1 per month, at the low end of the range (we’ll assume the same for Europe even
      though that payment structure should actually prove more lucrative than the North
      American one). Here’s what we end up with:
      125,000,000x$1x12(months)=$1,500,000,000
      That gives us $1.5 billion in revenues for 2003, compared to revenues of $36.8 million in
      1999. Pretty impressive, isn’t it? Keep in mind that the 25% market share used in the
      calculation is a fraction of InfoSpace’s current position around the world. And remember,
      these figures don’t include any of its other revenue streams like its merchant and web site
      services, both of which are extremely promising and growing rapidly. They also don’t
      factor new markets the company is pursuing and has already done deals in such as
      handheld computers, Internet appliances and interactive television. So even if InfoSpace
      signs no new customers, loses a major portion of its existing customers and gets nothing
      out of any other aspect of its business, its revenues will still grow at an incredible pace. [ First | Last | Msg List ] Reply

      rivajg, Here is that article... Part 4
      by: greasykiddstuff (M/In The Shade) 7/23/00 3:26 pm
      Msg: 65816 of 65836
      Plus, the quality of revenues is excellent, as the company has consistently shown gross
      margins in the 80-90% range throughout its history.
      Vote of Confidence
      Clearly, InfoSpace has created a tremendous opportunity for itself. The only question
      now is, can it continue to execute? The company’s last quarterly report suggested that it
      can. Its revenues increased 261% from the previous year to $19 million, and earnings of
      one cent per share hammered the consensus forecast of a loss of six cents. More
      importantly, millions of people have already signed up for services that use the InfoSpace
      platform, and the company continues to add major customers in every line of its business.
      The company took another major step toward answering that question when it hired a
      new CEO, Arun Sarin, in April (the former CEO was Jain, who is now Chairman andChief Strategist). Sarin left his role at Vodafone, the largest cellular phone company in
      the world, where he served as CEO for the US/Asia Pacific region and head of
      Vodafone’s wireless Internet operations, in order to join InfoSpace. He is among the most
      connected and respected individuals in the wireless industry, and is on the Board of
      Directors of Vodafone, Charles Schwab (SCH) and Cisco (CSCO). Bringing this man
      aboard is equivalent to signing an MVP to your team or having an Oscar winner in your
      cast. His track record and reputation will help InfoSpace maintain its market dominance
      and is a tremendous vote of confidence in the company’s future.
      Will InfoSpace ever be worth a trillion dollars as Mr. Jain predicts? That, only time will
      tell. But whatever it’ll be worth in the future, chances are it will make its current price
      pale in comparison.
      Guy Gottfried is a technology investor and publisher of the technology newsletter “The Tech Genie.” Feel
      free to email him at guygot@hotmail.com with any feedback and/or questions about this article or the
      technology sector.



      Die 30 von Softbankler halte ich übrigens für b..l..i.
      believe it or not.

      F.D.
      Avatar
      schrieb am 26.07.00 23:16:18
      Beitrag Nr. 8 ()
      Exklusiv im folgenden vielleicht der größte Hammer, den der Internet-Sektor bisher gesehen hat:


      Wednesday July 26, 4:44 pm Eastern Time
      Company Press Release
      SOURCE: InfoSpace, Inc.

      InfoSpace Becomes The First Global Infrastructure Company To Lead The Convergence Of The Internet, Wireless and Broadband Through Merger with Go2Net

      InfoSpace will become the leading company delivering the applications and technology infrastructure that defines how people conduct commerce, interact with information, communicate and manage their lives across all platforms

      BELLEVUE, Wash. and SEATTLE, July 26 /PRNewswire/ -- InfoSpace (Nasdaq: INSP - news), a leading global provider of merchant and consumer infrastructure services on wireless and other platforms, and Go2Net, Inc. (Nasdaq: GNET - news), one of the Internet`s leading providers of applications and technology infrastructure for both narrowband and broadband, today announced a strategic merger to create the industry`s first leading infrastructure services company to deliver an end-to-end integrated platform of applications and technologies for today`s rapidly converging media platforms including narrowband and broadband PCs, TVs, PDAs, pagers, cellular phones and other Web appliances. This transaction brings together two infrastructure leaders whose services enable its partners to create a unified experience for consumers to conduct commerce, access information, communicate and manage their lives across all platforms and provides the applications and technologies to take merchants through the entire lifecycle of commerce on any device.

      Transaction Highlights

      Accelerates growth opportunities through product synergies. For example, InfoSpace can now take merchants through the entire lifecycle of a commerce transaction from building an Internet presence through driving sales by delivering targeted electronic promotions and now through completing the transaction using Go2Net`s payment processing platform.
      With the addition of Go2Net`s merchant base of 1.1 million, InfoSpace now has a combined merchant base of almost two million merchants and enables cross selling of enhanced feature functionality.
      Enables InfoSpace to tap into the broadband market by offering new broadband applications such as interactive games and other entertainment services. Go2Net`s multi-player gaming platform is being used by leading gaming companies, such as Hasbro, to deliver interactive games from leading brands such as Milton Bradley, Parker Brothers and Atari, across all networks, including broadband.
      Allows other entertainment services to be offered including video integration services, or the ability for users to personalize their TV programming with information that is relevant to them. For example, a user watching a financial television program will be able to personalize the stock ticker on their screen to reflect their personal portfolio of stocks.
      InfoSpace will be able to upsell an expanded platform of integrated consumer services to its telecommunications partners such as Verizon and SBC to enable the delivery of a unified and personalized experience across narrowband, broadband (including DSL) and wireless. The new services will include new integrated search services to help consumers easily and quickly find the information they need on any device.
      The combined company brings together a world-class management team with a depth of experience in providing leading-edge infrastructure services.
      The company will assume the name InfoSpace, Inc., and this transaction will be immediately accretive in all of InfoSpace`s financial areas.
      Under the agreement, InfoSpace will issue 1.82 shares of InfoSpace common stock for each share of Go2Net common stock. The transaction has been approved by both companies` Boards of Directors and is subject to approval by InfoSpace and Go2Net shareholders. The merger is expected to close in the fourth quarter of 2000, subject to customary conditions, including obtaining necessary regulatory approvals. Vulcan Ventures (the investment vehicle of Paul G. Allen), Russell C. Horowitz (Chairman and CEO of Go2Net) and other Go2Net executive management, have agreed to vote their shares, representing approximately 40% of Go2Net`s outstanding stock, in favor of the merger. Naveen Jain (Chairman of InfoSpace) and other InfoSpace board members have agreed to vote their shares, representing approximately 40% of InfoSpace`s outstanding stock, in favor of the merger.

      ``Today marks another historic milestone in the history of the rapid evolution of InfoSpace,`` said Arun Sarin, CEO, InfoSpace. ``InfoSpace`s leadership in technology development and assets, strength of management team and blue-chip partner network will enable the combined company to dramatically enhance our partners` access to the broadest selection of integrated infrastructure services in the world and create the premier global company that delivers the services that are fundamentally changing how people around the world communicate, access information, conduct commerce and manage their lives across rapidly converging media platforms such as wireless, DSL and broadband.``

      ``I originally invested in Go2Net because they offer superior technology and share my vision for the broadband world,`` said Paul G. Allen, chairman of Vulcan Ventures Inc. ``Combining these companies will create an unparalleled cross-platform infrastructure company. We consider this to be very strategic to our overall vision for the Wired World, and look forward to a mutually beneficial long-term relationship.``

      ``Now is the time to create a company that will be the leading provider of mission-critical infrastructure technologies in the wireless, narrowband and broadband worlds,`` said Russell C. Horowitz, Go2Net Chairman and CEO. ``InfoSpace saw the wireless revolution coming years ago and successfully positioned itself to capitalize on the enormous growth in the global wireless market. Combined with Go2Net`s industry leading applications and infrastructure technologies for both broadband and narrowband, InfoSpace and Go2Net are creating the next-generation infrastructure company, with a differentiated strategic vision and business model.``

      ``The next big growth area for InfoSpace is the delivery of our platform of services over broadband, enabling today`s unified communications companies to deliver one integrated user experience across all devices and all networks,`` said Naveen Jain, Chairman, InfoSpace. ``By integrating these two companies, InfoSpace will be uniquely positioned to speed the development of the interactive medium from wireless to DSL to broadband- and the growth of all our businesses. The new company will provide an important new platform for broadband services and drive further subscriber growth across all mediums.``

      Wireless

      InfoSpace currently has access to 88% of the North American cellular subscriber market today with relationships that include leading carriers such as Verizon, SBC Wireless and AT&T Wireless and has partnerships in more than 11 international markets. On wireless devices, the combined company will be able to offer InfoSpace`s current offerings such as mobile commerce, electronic delivery of promotions that can used online and offline and UPC-code based shopping and integrate new services such as Go2Net`s games offerings, payment processing platform and other merchant services. InfoSpace`s platform can be delivered on any wireless device regardless of standards, protocols or transports, including palm devices, smart phones, pagers, and SMS phones.

      Broadband

      The combined company will leverage Go2Net`s existing relationships to achieve future broadband distribution of PC and TV applications and services. This will provide InfoSpace with critical broadband distribution for its existing consumer and merchant services. The company plans to leverage its existing broadband and wireless relationships to become a global leader in providing high-quality services to multiple broadband providers, including DSL providers, MSOs and satellite communications companies. In addition, InfoSpace will also be working with new partners, such as production companies, to integrate its ``anywhere commerce`` functionality that will enable viewers to find and purchase products and services that are seen on devices, including their TV`s. For example, viewers watching a TV program could find and purchase an item that a character may be wearing on that show.

      Merchant Services

      InfoSpace has developed an extensive network of merchants through its deep relationships with regional bell operating companies such as Qwest, BellSouth and Verizon, leading merchant banks such as American Express and Bank of America, and other local media networks such as Knight Ridder that enable local product and service-based merchants to conduct commerce and reach consumers via any device. These include unique services such as the ability to deliver electronic promotions to consumers on mobile devices that can be used online or offline in a physical store and the ability to offer single click purchasing. This service will be augmented with Go2Net`s small business assets: HyperMart`s more than one million member businesses, and Authorize.Net`s more than 82,000 payment processing platform merchants. Go2Net`s merchants are on pace to process more than $1 billion in transactions through Authorize.Net in 2000. This will be integrated and extended to InfoSpace`s current merchant network of more than 600,000 merchants.

      Consumer

      InfoSpace has also established an extensive distribution of more than 3,100 Web sites including 4 of the top 5 most trafficked sites including AOL and MSN, reaching more than 92% of all Internet users. InfoSpace is now able to extend its leading infrastructure services by integrating Go2Net`s leading search properties to offer its partners and end-to-end solution for users to communicate, find and access information, collaborate, conduct commerce and otherwise manage their lives on any device. In addition, InfoSpace will be offering new entertainment services by integrating Go2Net`s multi-player gaming platform that is now being used by leading gaming companies, such as Hasbro, to deliver multi-player games from leading brands such as Milton Bradley, Parker Brothers and Atari, across all networks, including broadband.

      Upon completion of the merger, Naveen Jain will serve as chairman of InfoSpace, Arun Sarin will serve as vice-chairman and chief executive officer, and Russell C. Horowitz, will serve as vice-chairman and president.

      Morgan Stanley acted as financial advisor to InfoSpace, and Merrill Lynch acted as financial advisor to Go2Net on this merger.

      About Go2Net, Inc.

      Go2Net (http://www.go2net.com) is one of the Internet`s leading providers of Internet applications and infrastructure technologies for both narrowband and broadband devices. The Go2Net Network features many of the Internet`s leading destinations, including MetaCrawler, Silicon Investor, the HyperMart Network, PlaySite, Dogpile and 100Hot. Go2Net`s HyperMart Network offers small business hosting and e-commerce solutions to more than one million members worldwide. Go2Net`s Authorize.Net payment processing platform enables more than 82,000 merchants to securely process transactions online. Go2Net licenses its applications and technologies to strategic partners such as Hasbro, National Discount Brokers, Allegiance Telecom and Digeo Broadband, a joint venture among Go2Net, Charter Communications and Vulcan Ventures.

      This announcement contains forward-looking statements that involve risks and uncertainties, including those relating to the company`s ability to grow its user and customer base. Actual results may differ materially from the results predicted and reported results should not be considered as an indication of future performance. The potential risks and uncertainties include, among others, the company`s limited operating history, the competitive environment in which the company competes, the early stage of the Web as an advertising and electronic commerce medium, the company`s dependence on advertising, sponsorship, licensing and commerce revenues, the company`s dependence on strategic relationships to drive traffic to its Web sites, consumer acceptance of the company`s new products and services, the company`s ability to develop and integrate new technologies and services into its existing services and into new platforms, such as broadband, and the increased use of the Web for commerce. More information about the potential factors that could affect the company`s business and financial results is included in the company`s Annual Report on Form 10-K for the year ended September 30, 1999, and Quarterly Report on Form 10-Q for the quarters ended December 31, 1999 and March 31, 2000, which are on file with the Securities and Exchange Commission. The following factors, among others, could cause actual results to differ materially from those described in the forward-looking statements: the risk that the businesses will not be integrated successfully; costs related to the merger; failure of the Go2Net stockholders to approve the merger; and the inability to obtain, or meet conditions imposed for, governmental approvals for the merger.

      About InfoSpace

      InfoSpace is a leading global Internet information infrastructure services company. InfoSpace provides commerce, information and communication infrastructure services to wireless devices, merchants and Web sites. InfoSpace`s affiliates include a network of wireless and other non-PC devices including PCs, cellular phones, pagers, screen telephones, television set-top boxes, online kiosks, and personal digital assistants. These include relationships with AT&T Wireless, Intel, Ericsson, Nokia, Mitsui and Acer America. InfoSpace`s affiliate network also consists of more 3,000 Web sites that include AOL, Microsoft, Disney`s GO Network, NBC`s Snap, Lycos, Go2Net Inc., DoubleClick, Dow Jones (The Wall Street Journal Interactive Edition) and ABC LocalNet, among others.

      WHERE YOU CAN FIND ADDITIONAL INFORMATION:

      Investors and security holders are urged to read the joint proxy statement/prospectus regarding the proposed merger when it becomes available because it will contain important information about the transaction. The joint proxy statement/prospectus will be filed with the Securities and Exchange Commission by InfoSpace and Go2Net. Investors and security holders may obtain a free copy of the joint proxy statement/prospects when it is available) and other documents filed by with the Commission at the Commission`s Web site at www.sec.gov. The joint proxy statement/prospectus and these other documents may also be obtained for free from InfoSpace or Go2Net. InfoSpace and its executive officers and directors may be deemed to be participants in the solicitation of proxies from InfoSpace`s stockholders with respect to the transactions contemplated by the merger agreement. Information regarding such officers and directors is included in InfoSpace`s Proxy Statement for its 2000 Annual Meeting of Stockholders filed with the Securities and Exchange Commission on April 25, 2000. This document is available free of charge at the Securities and Exchange Commission`s Web site at http://www.sec.gov and from InfoSpace. Go2Net and its executive officers and directors may be deemed to be participants in the solicitation of proxies from shareholders of Go2Net with respect to the transactions contemplated by the merger agreement. Information regarding such officers and directors is included in Go2Net`s Proxy Statement for its 2000 Annual Meeting of Stockholders filed with the Securities and Exchange Commission on January 28, 2000. This document is available free of charge at the Securities and Exchange Commission`s Web site at http://www.sec.gov and from Go2Net.

      This release contains forward-looking statements relating to the development of InfoSpace`s products and services and future operating results that are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected. The words ``believe,`` ``expect,`` ``intend,`` ``anticipate,`` variations of such words, and similar expressions identify forward-looking statements, but their absence does not mean that the statement is not forward-looking. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. These risks include but are not limited to those associated with the difficulties in successfully integrating InfoSpace`s and Go2Net`s businesses and technologies; costs related to the merger; failure to obtain required stockholder or regulatory approvals of the merger; failure of the combined company to retain and hire key executives, technical personnel and other employees and difficulty of managing a larger organization. Factors that could affect InfoSpace`s actual results include the progress and costs of the development of our products and services and the timing of market acceptance of those products and services. A more detailed description of certain factors that could affect actual results include, but are not limited to, those discussed in InfoSpace`s Annual Report on Form 10-K, in the section entitled ``Factors Affecting InfoSpace`s Operating Results, Business Prospects and Market Price of Stock.`` Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this release. InfoSpace undertakes no obligation to update publicly any forward-looking statements to reflect new information, events or circumstances after the date of this release or to reflect the occurrence of unanticipated events.



      Wednesday July 26, 4:44 pm Eastern Time
      Company Press Release
      SOURCE: InfoSpace, Inc.

      InfoSpace Reports Record Second Quarter Results And Announces Plans To Acquire Leading Broadband Infrastructure Company Go2Net

      BELLEVUE, Wash., July 26 /PRNewswire/ -- InfoSpace, Inc. (Nasdaq: INSP - news), a leading global provider of infrastructure services for wireless devices, merchants and Web sites, today announced second quarter results.

      (Photo: http://www.newscom.com/cgi-bin/prnh/20000420/INFOLOGO)
      Financial highlights:
      Revenues grow three-fold to $24.6 million
      Committed revenue backlog increases to $98 million for the next four
      quarters

      Transaction, subscription and commerce represent 90% of total revenues
      Early indications for wireless Internet subscriber growth rates exceeding all expectations
      88% wireless carrier market share in the United States
      Creating the first global infrastructure company that delivers the services that are fundamentally changing how people around the world communicate, access information, conduct commerce and manage their lives across rapidly converging media platforms such as wireless, DSL and broadband
      InfoSpace announced revenues soared to $24.6 million due to strong growth in its wireless, merchant and consumer areas with wireless revenues growing more than 100%. This is a 252% increase from revenues of $6.98 million in the comparable quarter of 1999. Pro forma net loss for the quarter was $3.3 million or a loss of ($0.01) per share compared to a pro forma net loss of ($0.02) per share for the same period last year.

      This transaction brings together two infrastructure leaders whose services enable their partners to create a unified experience for consumers to conduct commerce, access information, communicate and manage their lives across all platforms and provides the applications and technologies to take merchants through the entire lifecycle of commerce on any device.

      ``Today marks another historic milestone in the history of the rapid evolution of InfoSpace,`` said Arun Sarin, CEO, InfoSpace. ``InfoSpace turns in another record quarter of rapid growth and announces the merging of two powerful entities to create the premier global company delivering the services that are fundamentally changing how people around the world communicate, access information, conduct commerce and manage their lives across rapidly converging media platforms such as wireless, DSL and broadband.``

      Wireless Services

      Wireless continues to be the biggest opportunity and fastest growing area for InfoSpace. Today, there are more than 400 million wireless subscribers worldwide and that number is projected to grow 30-40% each year. Nokia and Ericsson have both projected that there will be one billion cellular phones worldwide by 2003. Jupiter predicts that by the same year, more people will access the Internet on wireless devices than on PCs.

      InfoSpace continues to be the platform of choice for more than 20 wireless carriers worldwide. In the United States, InfoSpace has access to 88% of wireless subscribers today through its relationships that include 4 of the top 5 carriers: Verizon, AT&T, SBC and ALLTEL.

      Most recently, InfoSpace announced that SBC, the second largest carrier in the U.S. with more than 17 million subscribers, selected its platform for the national roll-out of its mobile Internet services. SBC Wireless` new mobile Internet services will be widely available to customers in the fourth quarter of this year, and will be available across six SBC Wireless brands: Southwestern Bell Wireless, Ameritech Cellular, Pacific Bell Wireless, Nevada Bell Wireless, Cellular One and SNET.

      In June, InfoSpace signed and launched ALLTEL Wireless, one of the top 5 carriers in the U.S. with close to 6 million subscribers, providing the solution for ALLTEL`s national wireless Internet initiative. Wireless users will receive tightly integrated services such as m-commerce, or wireless shopping, location-based services, personal information manager (PIM) applications such as address book and calendar and communication services such as messaging directly on their cellular phones.

      In May, InfoSpace signed and launched VoiceStream Wireless to its more than 2.29 million subscribers. InfoSpace is providing the solution for VoiceStream`s wireless Internet services and their `personal portal` called MyVoiceStream.com. Using InfoSpace`s unique wireless Internet platform, the portal is customized to VoiceStream`s needs and allows their customers to choose personalized, specific information and be able to conduct commerce all from their wireless phone. The branding of MyVoiceStream.com is controlled completely by VoiceStream.

      InfoSpace is also experiencing rapid adoption of its mobile commerce solution. Most recently, InfoSpace announced that AT&T Wireless will be the first to launch its mobile commerce solution enabling subscribers to electronically receive promotions from online and offline merchants on their cellular phones that can be used online or offline at a physical store. AT&T, in conjunction with InfoSpace, is leading the way in the world of mobile commerce by being the first to provide their users with unique and valuable new commerce services such as promotions, while helping facilitate transactions that will result in new commerce revenue streams.

      InfoSpace continues to aggressively expand its footprint in Europe, Asia and South America. In May, the Company announced its entry into the Latin American market with access today to all Brazilian carriers representing more than 16 million wireless subscribers. Through an agreement with Telesystem International Wireless (TIW), InfoSpace`s platform of integrated wireless Internet services will be exclusively offered to all Brazilian cellular operators and Internet Service Providers enabling them to deliver comprehensive and personalized wireless Internet services to their subscribers on their mobile devices.

      To date, InfoSpace has successfully deployed the platform of services for nine carriers including:

      Verizon
      AT&T
      ALLTEL
      VoiceStream
      AirTouch
      GTE
      Austrian carrier ONE
      Vodafone Australia
      QWest (formerly US West)

      InfoSpace continues to innovate and develop new products and services as part of its integrated platform. Most recently, InfoSpace announced its plans to launch two new services that will make it easy for subscribers to manage their personal accounts from any device including the ability to consolidate, access and manage e-mail accounts from providers such as Yahoo! Mail, AOL Mail, Microsoft Hotmail and any corporate POP3 e-mail account using one universal ID and password. The new service will not only give mobile device users the freedom to communicate and be productive anytime anywhere with a single click of a button, but will also allow them to access and manage multiple business and personal e-mail accounts in one place at one time.

      In addition, InfoSpace announced its plans to launch a new mobile banking service to enable the management of multiple financial accounts from one place on cellular phones and PDA`s. From any device, users will have access to a consolidated view of all their personal financial information from multiple institutions -- such as bank accounts, bills, credit cards, investments and loans -- in one place, using one secure ID and password.

      These new services will be integrated into InfoSpace`s comprehensive wireless Internet platform that offers tightly integrated suite of services across any device, any platform and any standard. These services include:

      Commerce services such as making an instant purchase with a single click, the electronic delivery of promotions that can be used online or offline and the ability to search for products using standards-based codes, including bar codes.
      Communication services such as device-independent e-mail and instant messaging.
      Productivity applications such as address book, calendar and `to do` lists.
      Personal account management such as e-mail and account aggregation.
      Transaction services such as transferring funds from one account to another.
      Location-based services such as finding the nearest ATM or restaurant.
      Information services such as business finder, movie listings, directories, stock quotes.
      Real-time alerts such as traffic reports, auction bids and stock alerts.
      Security services such as personal authentication for secure transactions.
      InfoSpace`s platform offers innovative and unique services that are helping to turn every mobile device into a true transaction device. This includes the ability to make instant purchases with a single click from virtually any Web site. This patent-pending server-based technology automatically fills in Web site payment forms, eliminating the need to enter in payment or shipping information, register at sites or enter any site- specific passwords from the device.

      InfoSpace also enables mobile users to find and receive promotions on wireless devices from retailers and service-based merchants, such as dry cleaners and restaurants, that can be used online and offline. To take advantage of the promotion, the user can purchase the goods online, through a catalog, go to the retail store or simply utilize the service. Using this technology, promotions are seamlessly matched and automatically credited to the user`s credit card statement through secure back-end transaction processing.

      InfoSpace also offers a new mobile commerce service that allows wireless shoppers or the traditional store shopper to enter anything that is known about an item- such as model number, part number, barcode, international standard book number (ISBN), product name or even scan in a UPC code -- to uniquely and most accurately locate a product, comparison shop and purchase ``when they want, where they want and how they want`` with a single click via cellular phones, land-line telephones, CE or palm devices, two-way pagers and standard browsers.

      InfoSpace has also announced that OmniSky has selected its platform to launch next generation mobile services for PDAs. Palm Pilot users who purchase a wireless modem and service from OmniSky will now have the ability to access a wide range of new services that will change the way they shop, communicate, access information and otherwise manage their lives.

      Merchant Services

      InfoSpace continues to make significant progress in executing its strategy to provide the most integrated and comprehensive merchant platform that is merging the online and offline world of commerce and creating the largest network connecting merchants and consumers.

      The local commerce opportunity is huge. According to the Kelsey Group, $3.7 trillion is transacted through the 10 million local merchants in the United States alone. These merchants spend at least $200 billion annually on promotions and Web-related activities.

      InfoSpace`s merchant network is built through partnerships with all of the regional bell operating companies (RBOCs) that are subsidiaries of Qwest, BellSouth, SBC and Verizon, merchant banks such as American Express and Bank of America and other local media networks such as newspapers, television stations and radio stations.

      InfoSpace`s national and local merchant network now consists of more than 600,000 local and national merchants, up more than 50% from the 400,000 merchants reported last quarter.

      InfoSpace`s merchant services enable local merchants to reach consumers wherever they may be whether that shopping on mobile devices, at home on their PC or soon, in front of their television. InfoSpace offers several unique services, such as the delivery of electronic promotions that can be used online or offline in a physical store, making an instant purchase with a single click and the ability to buy multiple products from multiple merchants with a single universal shopping cart.

      Using InfoSpace`s services, local merchants are able to promote their products and services across InfoSpace`s extensive affiliate network of more than 3,100 Web sites including AOL and MSN, and more than 20 wireless carrier partners including Verizon Wireless and AT&T Wireless creating the broadest reach to consumers available today.

      Consumer Services

      Momentum continues to be strong for InfoSpace`s consumer services. During the quarter, the Company announced several new and expanded agreements.

      InfoSpace announced its first entry into the Chinese market through an agreement with Unicom Media, a division of China Unicom, one of China`s largest telecommunications companies, to provide the full platform of infrastructure services that is the solution for their Internet initiatives throughout China.

      With the addition of new partners such as Unicom Media, InfoSpace`s affiliate network has grown from 3,000 to 3,100 portals and affinity Web sites, including 4 of the top 5 most trafficked sites on the Internet.

      In addition, InfoSpace continues to expand key agreements with partners, such as Lycos for their classifieds solution and Disney`s GO Network for their commerce services, becoming an increasingly integral part of these portals business.

      InfoSpace`s extensive affiliate network gives it an unduplicated reach of more than 92% of all Internet users and a duplicated reach of more than 400% on PC`s. The duplicated reach number represents that on average, more than 92% of all Internet users visit approximately four sites in the InfoSpace affiliate network.


      In recent news:
      -- InfoSpace appointed telecom industry veteran Rand Rosenberg as Chief
      Financial Officer and Senior Vice President of Finance
      -- InfoSpace appointed Steve Shivers to Managing Director of Europe,
      Kumail Tyebjee as Managing Director of Asia and Kent Hellebust to
      Senior Vice President of North and South America to aggressively lead
      global expansion
      -- InfoSpace moved headquarters to Bellevue, WA


      About InfoSpace, Inc.

      InfoSpace is a leading global Internet information infrastructure services company. InfoSpace provides commerce, information and communication infrastructure services to wireless devices, merchants and Web sites. The Company`s affiliates include a network of wireless and other Internet-enabled devices including PCs, cellular phones, pagers, screen telephones, television set-top boxes, online kiosks and personal digital assistants. These include relationships with Verizon Wireless, AT&T, AirTouch, GTE, Intel, Ericsson, Nokia, Mitsui and Acer America. InfoSpace`s affiliate network also consists of more 3,100 Web sites that include AOL, Microsoft, Disney`s GO Network, NBC`s Snap, Lycos, Go2Net Inc., DoubleClick, Dow Jones (The Wall Street Journal Interactive Edition) and ABC LocalNet, among others.

      This release contains forward-looking statements relating to the development of the Company`s products and services and future operating results, including statements regarding future market share, progress in executing our strategy, introduction, success and features of new products and services, growth in Internet advertising sales, growth of wireless, merchant and consumer services, revenue backlog and future acquisitions, that are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected. The words ``believe,`` ``expect,`` ``intend,`` ``anticipate,`` variations of such words, and similar expressions identify forward-looking statements, but their absence does not mean that the statement is not forward-looking. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. Factors that could affect the Company`s actual results include seasonality, success of relationships with affiliates, the rate of adoption by advertisers of the Internet as an advertising medium, rate and extent of market growth, market acceptance of our products and services, competition and rapid technological change, the successful completion and subsequent integration of pending acquisitions and the ability to continue to make future acquisitions. A further description of certain factors that could affect actual results include, but are not limited to, those discussed in the Company`s Annual Report on Form 10-K, in the section entitled ``Factors Affecting InfoSpace`s Operating Results, Business Prospects and Market Price of Stock.`` Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this release. The Company undertakes no obligation to update publicly any forward-looking statements to reflect new information, events or circumstances after the date of this release or to reflect the occurrence of unanticipated events.

      InfoSpace, InfoSpace.com and the InfoSpace logo are trademarks of InfoSpace, Inc., which may be registered in certain jurisdictions. Other trademarks are the property of their respective owners.



      Wednesday, July 26, 2000

      Infospace to grab Go2Net
      --4:59 pm - By August Cole

      SEATTLE (CBS.MW) -- Infospace reported a second-quarter loss that surpassed Wall Street expectations and announced it will acquire Seattle-based content and commerce giant Go2Net. Infospace said it will issue 1.82 shares for each share of Seattle-based Go2net (GNET: news, msgs), the companies said. On the earnings front, Infospace (INSP: news, msgs) reported a loss of 1 cents a share vs. a loss of 2 cents in the year-ago quarter. Revenue at Bellevue, Wash.-based Infospace.com rose to $24.6 million. A consensus of analysts surveyed by First Call forecasted a loss of 6 cents a share for Infospace. The boards of both companies have approved the deal, according to a press release.
      Avatar
      schrieb am 26.07.00 23:32:35
      Beitrag Nr. 9 ()
      Thanks giga für deine schnellen Reaktionen und guten postings im board,die sehr kompetent sind. aber die Übernahme von GNET durch INSP hat mich schon ein wenig überrascht,bin fast sprachlos.....
      Avatar
      schrieb am 27.07.00 01:41:09
      Beitrag Nr. 10 ()
      ich sag nur eins

      scheisse scheisse scheisse

      ich hab doch nicht insp gekauft um nach den zahlen fett im minus
      zu hängen.
      langfristig mag der deal ok sein,wenn auch viel zu teuer.zufristig
      echter bullshit.

      gruss an giga und alle anderen

      doubleclick
      Avatar
      schrieb am 27.07.00 10:36:10
      Beitrag Nr. 11 ()
      Nun ja, Go2NET macht schon ordentlich PROFIT!!!

      Die Firma, die übernommen worden ist, ist sicher die richtige.

      Ob der Deal zu teuer ist, oder nicht?!?
      Naja, kann auch sein, das INSP zu teuer bewertet ist, oder nicht?!?
      Ich persönlich bin sehr zufrieden mit dem Deal.
      Der Umsatz von INSP wird stark anziehen. Beide Unternehmen zusammengenommen habe nun mehr Clients, bzw. INSP kann die bestehenden Partnerschaften von Go2NET nun auch für sich nutzen, bzw. ausbauen.

      Nebenbei: Go2NET ist schon profitabel, was wiederum für die kommenden Quartalszahlen einen zusätzlichen positiven Schub bringt :).

      cu tschaki ;)

      p.s. Werden die Zahlen von Go2Net in den kommenden Quartalszahlen schon dabei sein?!? Danke im Voraus!
      Avatar
      schrieb am 27.07.00 11:28:30
      Beitrag Nr. 12 ()
      servus

      ich meine, go2net passt super zu infospace. kurzfristig wird durch die teuere übernahme der kurs von
      infospace evtl. noch ein wenig belastet, langfristig sehe ich für infospace glänzende aussichten. bin
      deshalb heute bei infospace eingestiegen. sollte infospace weiter fallen, fasse ich nach.

      grüssle
      niete
      Avatar
      schrieb am 28.07.00 00:47:06
      Beitrag Nr. 13 ()
      Deal ist genial,sowohl für(die) InfoSpace(Aktionäre) als auch für (die) Go2Net (Aktionäre).

      Beide Unternehmen ergänzen sich blendend.

      Alle Infos zum `Deal des Jahres` gibt es unter http://www.siliconinvestor.com/live/index.gsp?s=GNET&id=7199…

      Die addierte Marktkapitalisierung von InfoSpace und Go2Net liegt basierend auf den gestrigen Schlusskursen bei 9,809 Milliarden US-Dollar.

      Die Marktkapitalisierung von Yahoo! liegt aktuell übrigens bei 72,050 Milliarden US-Dollar.
      Eine T-Online als normaler ISP hat einen Börsenwert von weit über 30 Milliarden Euro.

      Meines Erachtens wird InfoSpace wesentlich grösser als Yahoo!.
      Wer also meint,dass bei der addierten Go2Net und InfoSpace auf Grund der bereits erreichten Grösse kein Potenzial mehr vorhanden sei,der irrt ganz gewaltig.

      Alleine bis zum aktuellen Börsenwert von Yahoo! ergibt sich ein Potenzial von knapp 1000%,und dies ist mit Sicherheit nur ein Etappenziel.


      Das Potenzial der Kurssteigerung bis zu unserem `grossen Ziel` 1000 Milliarden US-Dollar Börsenwert ist und bleibt gigantisch.

      InfoSpace hat mit Go2Net ein hochprofitables Unternehmen(über 80% Gross Margins und knapp 30% Nettogewinnmarge) zu einem sehr moderaten Preis akquiriert.
      Immerhin wird der Umsatz von InfoSpace durch die Übernahme von Go2Net fast verdoppelt.

      InfoSpace wird bei einem aktuellen Kurs von $34 1/2 an der Börse mit $7,918 Milliarden bewertet.Die Marktkapitalisierung von Go2Net(Kurs $60 9/16) liegt bei $1,891 Milliarden.

      Wohlgemerkt,der Quartalsumsatz der `Ertragsperle Go2Net` liegt mit $23,015 Millionen nur knapp unter den $24,572 Millionen von InfoSpace.

      Anschaulich bedeutet dies,dass InfoSpace jetzt also doppelt so gross ist wie bisher,nur dass die Aktie nicht mehr 34 1/2 US-Dollar kostet sondern 42 3/4 US-Dollar(Mkt Cap InfoSpace+Go2Net).
      Das gesamte Go2Net Konglomerat schlägt sich also rein theoretisch in einem Aufpreis von noch nicht mal 10 US-Dollar pro InfoSpace Aktie nieder.

      Das Engagement von Paul Allen in Go2Net,der Wechsel von hochrangigen Führungskräften von Microsoft zu Go2Net,hinter solchen BIG DEALS steckt oftmals viel mehr,als nach aussen drängt.

      Naveen Jain und Rick Thompson,der CFO von Go2Net waren jahrelang zusammen bei Microsoft tätig.
      Russell C.Horowitz und Naveen Jain kennen sich ebenfalls seit vielen Jahren.
      Bin mir 100% sicher,dass diese Top-Leute hervorragend miteinander harmonieren werden.
      Fühle mich in meiner Einschätzung zu Russell Horowitz auch bestätigt.Go2Net ist tatsächlich ganz gross herausgekommen und er wird President von InfoSpace !
      Eine beeindruckende Karriere.


      Naveen Jain(40 Jahre) und Russell C.Horowitz(33 Jahre) werden InfoSpace in den kommenden Jahren zum Global Infrastructur Powerhouse in DEN Wachstumsbranchen des kommenden Jahrtausends aufbauen und zum Dream-Team of the 21.Century avancieren.
      Sie treten somit als würdige Nachfolger in die Fußstapfen von Bill Gates und Paul Allen,den Gründern von Microsoft.


      Super-Quartalszahlen,hohe Profitabilität und ein ständiges Fokusieren auf immer neue lukrative Geschäftsfelder.

      Gewinnwarunungen und ähnliches Störfeuer wird es unter einem Aarun Sarin,einem Naveen Jain und einem Russell C.Horowitz nicht geben.

      Ein Traum für alle Investoren.

      Man muss gute Gründe haben hier nicht zu investieren.

      Eventuell bieten sich in den nächsten Tagen absoulute Schnäppchenkurse zum Kauf.


      Go Wireless,Go Internet,Go Broadband :

      InfoSpace in Every Space ;)

      Dank Go2Net STRONGER and BIGGER als jemals zuvor !!


      Viele Grüsse,

      Fuchs Ede
      Avatar
      schrieb am 28.07.00 11:07:30
      Beitrag Nr. 14 ()
      ede, bei deinem dream team fehlt aber noch eine wichtige größe: arun sarin
      schließlich war er es, der den deal möglich machte:

      Jain and Horowitz have been friends for years, but it took the intervention of InfoSpace`s new chief executive, Arun Sarin, to make the deal happen.

      "I met Russ rather quickly one day when I was on my way to the airport, and within five minutes, I realized just how the business models were so complementary," Sarin said. "When I left I told them that I needed to see them come together when I got back from my trip. And so they did."

      Jain and Horowitz hashed out a deal in just three weeks. Sarin will become vice chairman and chief executive officer of the combined firm, while Horowitz will serve as vice chairman and president. Despite the different titles, the three men expect to work in concert to lead the company.






      der deal ist klasse....es wird aber dauern, bis die anleger kapieren, was hier vor sich geht.
      aber auf alle fälle steht INSP nun besser da als je zuvor. der umsatz hat sich mit einem schlag verdoppelt...von der profitabilität ganz zu schweigen.
      probleme könnte die integration von GNET sicher mit sich bringen.
      aber ich habe keine zweifel, dass das management die nicht meistern kann...


      long and strong
      zündi
      Avatar
      schrieb am 28.07.00 11:41:18
      Beitrag Nr. 15 ()
      grösser als yhoo !

      1000 % Chance....kommt ihr euch nicht selber ein wenig blöd vor ?

      erklärt das mal einem Investor, der bei 80 gekauft hat...und erklärt gleich noch dazu warum Jain 1.8 Mio Aktien verkauft hat bei 58 $ !

      und erklärt gleich noch warum Gnet nur 1/4 der MCAP hatte von Insp...

      und schaut euch mal die Inhalte an, die Gnet bietet...Onlinespiele per Breitband !


      naja wünsche euch viel Glück und ein wenig mehr Sachlichkeit !
      Avatar
      schrieb am 28.07.00 11:59:43
      Beitrag Nr. 16 ()
      Hallo Gigaguru,zündi und alle `believers` !

      Der addierte Umsatz von Go2Net und InfoSpace belief sich im abgelaufenen Quartal auf knapp 48 Millionen US-Dollar.
      Bei einem konservativ angenommenen sequenziellen Umsatzwachstum von 25% wird InfoSpace in 2001 einen Umsatz von 540 Millionen US-Dollar generieren.In 2002 sollten es demnach dann rund 1,3 Milliarden US-Dollar sein.
      Die Umsätze im Wireless Internet Bereich werden wohl noch stärker wachsen:

      InfoSpace stock may be down short-term due to the premium paid for Go2Net, leading to continued stock volatility," said Michael Graham, an analyst at Robertson Stephens. "We suspect the next big move in the stock will come when revenue from the wireless rollouts becomes big, which we estimate will be in the fourth quarter."

      Graham estimates that InfoSpace generated $3.7 million in revenue from licensing and transaction fees paid by wireless carriers in the just reported quarter. By the fourth quarter of this year, Graham predicts wireless revenue could grow to$14.2 million, or about 37 percent of his estimated $38.4 million in total revenue. Graham expects revenue for the 2000 to reach $110 million, excluding Go2Net`s contribution.


      Ein Umsatzanstieg von 3,7 Millionen US-Dollar auf 14,2 Millionen US-Dollar im 4.Quartal entspricht einem Wachstum von mehr als 100% pro Quartal im Wireless Bereich.

      Finde es etwas seltsam,dass einige US-Analystenhäuser Bedenken gegenüber dem Deal haben.
      Bin der Meinung,dass die Führungsriege von InfoSpace um Naveen Jain und Arun Sarin hier doch ganz klar die besseren Vertrauenspersonen sind.

      Mit einer Kursexplosion rechne ich frühestens nach Abschluss der Akquisition von Go2Net.


      Grüsse,

      Fuchs Ede
      Avatar
      schrieb am 28.07.00 12:34:05
      Beitrag Nr. 17 ()
      Hallo Softbankler !

      Der in Zukunft für InfoSpace immer mehr an Bedeutung gewinnende `Wireless Internet` Markt ist mit dem bisherigen Internet und dem was Yahoo! macht nicht zu vergleichen.
      Es ist nicht einfach so,dass Yahoo! sein Portal mobil machen könnte.Es geht hier um eine völlig neue Art der Informationsbeschaffung.
      Dieser Markt wird in den nächsten Jahren um ein vielfaches grösser als der bisherige von Yahoo!,AOL und Lycos(wobei InfoSpace als `Brain Behind The Brand` selbstverständlich auch weiterhin seine Vielzahl an Angeboten für AOL,Lycos,NBC Internet und Microsoft zur Verfügung stellen wird).

      InfoSpace ist im Bereich der mobilen Datenübertragung das mit grossem Abstand am besten positionierteste Unternehmen überhaupt mit alleine über 80% Martanteil in den USA und Verträgen mit den grossen Carriers wie AT&T,Verizon,SBC oder GTE.

      Sollte es InfoSpace nur ansatzweise gelingen seine bisher dominierende Position im `Wireless Internet` zu verteidigen,dann wird man sich in den kommenden Jahren anschnallen müssen.
      InfoSpace selber plant übrigens nicht nur die Verteidigung der Marktführerschaft...... ;)


      Go2Net ist ein Internet-Komplettdienstleister,den man nicht nur auf den Online-Games Markt reduzieren sollte.
      Unter dem zusammen mit Hasbro betrieben Brandname `Games.com` wird Go2Net zwar auch hier glänzend positioniert sein,als Beispiel für die Vielzahl der Angebote von Go2Net möchte ich im Folgenden die Beschreibung von Hypermart.net anfügen:


      The HyperMart Network is the leading free Web site hosting network and provider of ebusiness services for small business, with over one million members. HyperMart features end-to-end ecommerce solutions, free hosting on secure servers, Web marketing resources, site management tools and valuable small business services.
      The HyperMart Network has grown exponentially and, in just over two years, we have assembled one of the largest communities of small businesses online. The HyperMart Network includes three free Web site hosting properties: HyperMart (http://www.hypermart.net/), Virtual Avenue (http://www.virtualave.net/) and FreeYellow (http://www.freeyellow.com/). The HyperMart Network is based in Seattle and is part of The Go2Net Network.

      WHAT does HyperMart offer small businesses?

      Standard features


      Easy online site building tool
      20 MB of free hosting space on HyperMart`s secure servers
      Free subdomain registration and hosting
      Virtual domain registration and hosting
      Free email accounts
      Free site registration on multiple search engines
      Free, 24/7 customer support
      Flexible site management tools
      Affordable advertising options
      Business Resource Center, which features a tailored suite of business-focused services

      Advanced features for experienced Web developers


      CGI capabilities for hosting members
      Access to Perl 4 and 5 programming languages
      A single FTP account to simplify administrative work
      Access to raw log file data and pre-processed stats

      Two new ecommerce solutions
      HyperMart is here to meet the needs of small businesses looking to expand online. In addition to hosting, two new ecommerce offerings-HyperMart Shop and HyperMart Cart-provide online store-building tools and shopping cart features.


      HyperMart Shop gives small business owners with no HTML or programming experience a fast, foolproof way to create an affordable online store. It combines an easy-to-use, online store builder with free site hosting. It has everything needed to build an ecommerce-ready storefront and publish it on the Web, including the option of processing credit card payments online 24 hours a day, 7 days a week.

      HyperMart Cart gives business professionals that already have a Web site and a working knowledge of HTML the ability to transform their sites into ecommerce operations by bolting on a shopping cart feature. As an optional part of the package, a fully integrated merchant account and secure payment gateway provide the ability to process credit card transactions online in real time 24 hours a day, 7 days a week.

      Business Resource Center
      The HyperMart Business Resource Center is packed with the essential resources a growing business needs to succeed online.


      Office equipment and supplies
      Payroll services
      Time and expense tracking
      Billing services
      E-Learning courses
      Trademark search and registration
      Computer software and hardware resellers
      Business incorporation services
      Long distance and local telephone services
      Credit reports
      Legal resources
      Reference content from state and federal government agencies
      Research and statistical information focused on ecommerce
      Franchise Services
      WHO uses the HyperMart Network?

      The HyperMart Network has one of the most diverse user bases of small businesses on the Web with over one million members, in over 200 countries and protectorates worldwide. The ebusinesses hosted represent arts and literature, sports and recreation, travel, education, computers and technology, and more.

      WHY do users choose HyperMart?


      Credibility:
      HyperMart has grown through word-of-mouth referrals from satisfied small business owners and Web developers who trust the service. The HyperMart management team knows small business and is committed to developing products and services that will help small companies grow and thrive online.

      Accessibility:
      HyperMart provides members with around-the-clock customer support.

      Reliability:
      HyperMart hosts member Web sites on secured servers and is dedicated to providing safe and fast service.

      Simplicity:
      No technical or programming experience is required to build a Web site. Simple, step-by-step instructions make the process of setting up a Web store and selling online easy enough for beginners.

      *

      *

      Möchte nocheinmal betonen,dass man ein Engagement in InfoSpace unter längerfrisitigen Anlageperspektiven sehen sollte.
      Es kann in den kommenden Wochen,wo ich generell mit einem schwächeren Markt rechne zu einer sehr zähen Seitwärtsbewegung mit eventuell sogar leicht abwärts tendierender Richtung kommen.

      Zeit genug also sich in aller Ruhe mit InfoSpace zu beschäftigen.

      Grüsse,

      Fuchs Ede
      Avatar
      schrieb am 28.07.00 12:35:23
      Beitrag Nr. 18 ()
      hier ein klasse bericht von merrill lynch, lesenswert...zumindest der 2. teil
      nur wie ML auf die 89mio shares kommt? - dachte bei gnet ständen gut 30mio aktien aus. wenn man mit den 89mio rechnet, dann hätte INSP bzw das neue unternehmen GNET-INSP ja jetzt 11mrd MCAP.



      1. release

      Infospace
      Raising Estimates, Acquiring Go2Net


      • Announced 2Q00 revenues of $24.6 m, 14% ahead of our estimate. EPS was d$0.01 vs. our estimate of d$0.06. We are raising our 3Q00 revenue est. by 15% to $28m. Our $214 m revenue est. for 2001 is unchanged. We are raising our 3Q00 EPS est. to d$(0.05) from d$(0.06). Our EPS est. of $0.08 for FY 2001 is unchanged.

      • Announced that it was acquiring Go2Net (GNET, 64 5/8, Restricted, *) for approx 89m InfoSpace shares. The acquisition is expected to be immediately accretive. FY’01E combined revenues are expected to be about $360m, pre-synergies. Combined $425mm cash balance as of 2Q00. The combination creates a global infrastructure powerhouse capable of delivering an end-to-end platform of services for narrowband, wireless and broadband. Reiterate Buy.


      2.release
      Henry Blodget, Sofia Ghachem, Justin Baldauf

      InfoSpace
      The Internet Infrastructure Convergence Play

      BUY*


      Investment Highlights:
      • Yesterday, InfoSpace announced that it will acquire Go2Net (GNET; RSTR*; $64) for approximately 89m InfoSpace shares.
      • The acquisition will be immediately accretive.
      • The FY2001E combined revenues are expected to be about $360m, pre synergies. Combined $425 m cash balance as of 2Q00.
      • We re-iterate our Buy rating. We note that the share price of an acquiror typically trades down following a merger.

      Fundamental Highlights:
      • We believe InfoSpace-Go2Net represents the best Internet infrastructure convergence play.
      • The combination creates a global infrastructure powerhouse capable of delivering an end-to-end platform of services for narrowband, wireless and broadband.
      • Provides leading position in broadband
      • Creates the largest Internet merchant network, with 1.6m merchants as of 2Q00
      • Management is world-class and can execute



      The Internet Infrastructure Convergence Play

      We believe InfoSpace-Go2Net represents the best Internet Infrastructure convergence play. Why? The combination creates a global infrastructure powerhouse capable of delivering a private label end-to-end platform of services for narrowband, wireless and broadband devices. We think it has the potential to create tremendous value for its customers and for investors. And we also think InfoSpace is way ahead of the curve.
      From the get-go, InfoSpace has consistently identified – ahead of the market - the key trends in each generation of Internet Infrastructure and has executed against them with flying colors. Initially, this was as a private label reseller of aggregated content for leading portals and affinity sites, resulting in one of the largest advertising networks on the Internet with unduplicated reach of 92% today. And long before the stock market identified the small-to-medium-sized business segment as the next big untapped opportunity on the Internet, InfoSpace developed a local merchant customer network that will, as a result of the recent transaction, be unmatched in scale. Finally, there is wireless, where the company has become the leading provider of private label portal and ecommerce solutions, amassing an 88% market share of carriers in the U.S. and rapidly gaining traction internationally.
      What’s the next big megatrend? Broadband. With the Go2Net acquisition, InfoSpace catapults itself into a leadership position in broadband with one of the top five largest distribution networks and a broadband-ready suite of applications such as interactive games, portal services and commerce capabilities.

      Summary: Why we like this deal
      1. Management is world-class, diverse and can execute
      2. Creates the largest end-to-end merchant network
      3. Creates the first, private label cross-platform solutions provider
      4. The most widely-used payment processing platform
      5. Provides leading position in broadband
      6. Potential for revenue synergies
      7. Significantly accretive to EPS and strong cash balance

      Management
      Naveen Jain will continue as Infospace’s Chairman and Chief Strategist. Arun Sarin, will continue as CEO of InfoSpace, and will also be Vice Chairman. He sits on the boards of Cisco, Vodafone and Charles Schwab and prior to becoming CEO of InfoSpace held the position of CEO of Vodafone/AirTouch U.S. and Asia. Go2Net’s CEO Russ Horowitz will become President and Vice Chairman of the new InfoSpace. Russ Horowitz is expected to bring significant execution strength to InfoSpace. Rand Rosenberg was recently appointed CFO.

      Transaction Summary
      Yesterday InfoSpace announced that it will acquire Go2Net (GNET) for approximately 89 m InfoSpace shares. The transaction will be a tax-free, stock-for-stock merger that will be accounted for as a pooling-of-interests, and is expected to close in 4Q00. The offer value is $4.237 billion including preferred shares and options. There are no collars. INSP and GNET will appoint 5 and 3 seats, respectively, to the new company’s board.

      Financially, a very smart deal…
      The transaction is expected to be accretive to earnings, accelerate revenue growth and significantly strengthen the company’s cash balance. The acquisition is expected to be accretive $0.09 with proforma cash EPS of $0.17 for FY 2001, based on consensus estimates for Go2Net. The combined proforma revenue growth is 92%. The FY 2001E combined revenues are expected to be $360 m – before any synergies. The combined entity will have a cash war chest of $425 million.

      Why Go2Net?
      The Go2Net acquisition significantly strengthens InfoSpace’s platform in three very meaningful ways.

      1. The largest merchant network (1.6 million) with the only end-to-end transaction and promotion processing capability which is on track to process more than $1 billion transactions this year. GNET owns Authorize.net, the largest payment processing service.
      2. It brings applications that have the potential to drive consumer adoption in the wireless and broadband segments such as games, interactive video and commerce, localized search and personal finance. And it has the potential to accelerate revenue growth internationally -- Go2Net’s applications are multi-lingual and multi-currency.
      3. Top 5 market position in broadband distribution.
      Go2Net has leading broadband reach as a result of its 19% stake in Charter Communications, the 4 th largest cable MSO with over 6 m cable subscribers and 10 m homes passed. The company intends to roll-out broadband Internet access starting in the Fall, according to management. On this metric, it is among industry giants such as Excite@Home with 1.8 m broadband Internet access subscribers or AOL/Time Warner with 573k. (Note that AOL/TWX has 12.8 m total cable subscribers and passes 20.8 m homes.)

      Background: InfoSpace to Date
      InfoSpace is a leading provider of information, communication, and commerce infrastructure services for wireless devices, merchants, and web sites. InfoSpace’s revenue model is powerful because it receives both up-front licensing fees as well as recurring revenues from subscriptions and transaction fees.
      InfoSpace currently has three major revenue streams:
      consumer, merchant, and wireless services that account for roughly 55%, 25%, and 20% of revenues, respectively in Q200. InfoSpace provides consumer services such as integrated search/directory, news, and e-mail through a network of 3,100 affiliate web sites that reach 92% of U.S. Internet users. These affiliates pay InfoSpace a fee tocarry their content on the InfoSpace network, and/or share advertising revenues with InfoSpace. Merchant services are server-based hosted software solutions (i.e., “ecommerce-in-a-box”) that give local merchants the ability to develop their own online storefront and promote, sell and distribute their products and services across multiple channels through InfoSpace`s broad network. Currently, InfoSpace provides these services to over 600,000 merchants through reseller agreements with all 5 RBOCs and several merchant banks. Finally, wireless services are also hosted software solutions (i.e., “portal-in-a-box”) that enable wireless carriers to create their own wireless Internet portals and commerce platforms. InfoSpace has contracts with carriers that collectively serve over 85% of total wireless subscribers in the U.S., and meaningful penetration in Europe and Asia.

      Background: Go2Net to Date
      Go2Net is one of the Internet`s leading networks, providing consumer services, merchant services and enabling services (3 major lines of business – like InfoSpace). Go2Net’s consumer business generates advertising revenues on about 38M pageviews per day generated across the Go2Net Network, the 13th most-trafficked network on the Internet for June 2000 according to Media Metrix. It also generates transaction and licensing revenue across its afilliate network, which includes many of the leading vertical portals in the categories of search/directory, personal finance and other information services. Go2Net’s merchant services generates revenue from Authorize.Net, a leading Internet payment processing platform that serves over 80,000 merchants, as well as from the HyperMart Network, a free Web site hosting network and provider of ebusiness services for small businesses that has over 1 m members. Finally, Go2Net has an emerging broadband business focused on delivering its applications and enabling technologies across broadband devices, including PC, TV, and wireless. Go2Net has partnerships with cable companies Charter Communications and RCN that provide Go2Net with potential access to 10 m cable TV subscribers. Finally, it is important to note that licensing and transaction-based commerce represent the majority of Go2Net’s revenue.

      Bigger Sandbox, bigger shovel
      We expect significant revenue synergies to develop over time. First – bigger sandbox - the deal expands InfoSpace’s addressable market opportunity into broadband. And its worth reminding everyone just how large is the aggregate addressable market opportunity by 2003 – 1 billion wireless subscribers, 502 million online users, 23 million Internet homes with cable modems and 20 million DSL homes. And while Microsoft, AOL and Yahoo dominate applications and services domestically, there is still everybody else (and international where the competitive landscape is not as developed). InfoSpace wants to be the provider of choice for everybody else. Second – much bigger shovel – the deal has the potential to accelerate revenue growth through cross-selling opportunities and an expanded application offering.

      Wireless Services: InfoSpace sells private label, end-to-end portal and ecommerce solutions for wireless carriers and has a leading market position. The revenue model is licensing, subscription and transaction fees.

      Wireless services benefits from the acquisition in three key areas. First, InfoSpace will be able provide the only fully integrated one-click commerce solution over any standard, protocol and device. For example, InfoSpace is the only technology provider that has the ability to provide integrated payment processing, promotions and shopping functionality. This is a result of GNET’s Authorize.net – which is the leading payment processing service with over $1 billion processed annually. Second, Go2Net provides ‘killer apps’ such as games that have proven to be a key driver of consumer adoption for leading mobile Internet players such as NTT Docomo. And third, Go2Net’s broadband capabilities position INSP for 3G wireless.

      Consumer services: The combined consumer services business will have an unparalleled network with more than 92% unduplicated reach of all Internet users. (This is a measure for the reach of the InfoSpace-Go2Net network of affiliates that use the company’s services on a private label basis.) The affiliate network is currently over 3,100 affiliate websites. InfoSpace key affiliates include AOL, Disney, MSN, Lycos, Go.com, NBCi, Citisearch.com, DowJones, ABC.com, CBS, Netscape. Go2Net’s affiliates include Hasbro, eBay, Looksmart, Dell, National Discount Brokers, Fidelity, Net2Phone and Lycos.

      The new consumer services business will benefit in three key ways. First, the services will be available across any device and for wireless, narrowband and broadband.
      InfoSpace will be able to sell fully integrated, cross-platform solutions (interactive TV, wireless, DSL) to its customers. This should result in deeper customer relationships and, hence higher switching costs. Second, it provides an unparalleled suite of applications/services.
      These include core consumer applications and services such as personal information, chat, email, and local information; and best-of-breed applications in search (Metacrawler and Dogpile), finance (Silicon Investor) and interactive games (Hasbro). Third, cross-selling in key service offerings such as search, directory, shopping, community and games. For example, InfoSpace can now sell search applications to its affiliates.

      Merchant services: With 1.6 m merchants and 14 partner and reseller relationships, the merchant services business will have the largest merchant network. InfoSpace key resellers and partners include all 5 RBOCs, American Express, Bank of America, TicketMaster, OfficeMax, and Reel.com. Go2Net’s key resellers and partners include H&R Block, American Express, Wells Fargo, National Westminster Bank and Checkfree. The revenue model will be licensing, subscription and transaction fees.

      The new merchant services business benefits in three ways.
      First, the enlarged merchant base of 1.6 million merchants provides material cross-selling opportunities. InfoSpace can now sell commerce services into Go2Net’s incremental 1.1 m merchants. Second, the new company will be the only entity that has a fully integratedtransaction process, promotion and storebuilder capability. AOL Digital Cities for example, does not have a transaction processing capability. And Verisign/NSOL does not have a merchant arm and has a significantly smaller payment authorization platform. And third, the merchant services technology platform is well-positioned to exploit international growth opportunities because it is formatted for multi-currency and multi-lingual usage. Broadband services. As explained previously, Go2Net is has leading reach in broadband services as a result of its 19% interest in Charter, the 4 th largest cable MSO, as well as smaller providers such as RCN Corp., High Speed Access Corp. and Allegiance Telecom. The new broadband services business is still in its early stages and is expected to account for only xx% of revenues in FY 2001. The revenue model is evolving and includes advertising, licensing, subscription and transaction fees.

      The broadband services business should benefit in three key ways. First, it leverages InfoSpace’s relationships with the wireless carriers and RBOC’s who currently resell merchant solutions for InfoSpace. InfoSpace should be able to sell broadband solutions to the RBOC’s who are the biggest players in DSL. Second, it provides a single end-to-end integrated solution for all broadband networks (PC, TV and wireless devices – 3G). And third, Go2Net has one of the leading interactive games technology platforms. The company has also established partnerships with leading games companies such as Hasbro for rights to some of the world’s most popular games.

      Competitive Advantage:
      Convergence and Network Effects

      The competitive advantage of the combined entity really can be distilled along two themes – convergence and network effects.

      Convergence: The combined entity is the only end-to-end, private label outsourced technology solution for narrowband, wireless and broadband. InfoSpace has proprietary technology with more than 40 patents pending in commerce, broadband and interactive games. We believe that the one-click integration of applications across all devices and networks creates high barriers to entry and exit. How? First, the significant partner integration across multiple networks (wireless, PC-based), should create high switching costs and deter competitors. Second, InfoSpace is creating a unified user experience across platforms and devices, which should help reduce churn for its customers.

      Network Effects: Core to the InfoSpace story all along has been the concept of ‘network effects’. Network effects are created as critical mass is achieved among consumer base (wireless, narrowband and broadband subscribers) and the merchant base. The more consumers that are part of the network, the more merchants that want to be a part of it and vice versa. This should create higher barriers to entry and higher switching costs. We believe the combined entity will accelerate these network effects giving InfoSpace the largest footprint of wireless and merchants and a leading footprint in broadband.

      Key Metrics and where we stand today
      • Consumer: Unduplicated reach of 92+%, and 3,100 affiliate partners
      • Wireless: Number of carriers (more than 20), number of subscribers (not disclosed yet)
      • Merchant: Number of partners (14, of which 5 are RBOCs), number of merchants (1.6 million)
      • Broadband: Number of distribution partners (4) and subscriber reach (10 m)

      Valuation
      We believe the valuation of INSP post-merger will be attractive relative to other leading infrastructure and wireless companies.

      7/26/00 Agg. value to revenues

      Company CY2000 CY2001 Rev. growth (00 to 01)
      Aether 151x 62x 145%
      Inktomi 57x 36x 57%
      Phone.com 63x 30x 109%
      Verisign 101x 48x 111%
      INSP-GNET 91x 48x 92%

      INSP currently trades in line with other blue-chip infrastructure companies such as Inktomi and Verisign. It will also trades at a discount to wireless infrastructure companies such as Aether. We believe there is room for multiple expansion as the company’s growth rate accelerates due to 1) revenue synergies and 2) as critical mass is achieved in wireless subscribers.
      Avatar
      schrieb am 28.07.00 13:15:48
      Beitrag Nr. 19 ()
      Hallo zuendi !

      Ein addierter Umsatz für FY’01E von $360m würde eine doch sehr deutliches Verlangsamung des Umsatzwachstums bedeuten.
      Go2Net wuchs im vergangenen Quartal auf sequenzieller Basis um 23%,InfoSpace um fast 30%.
      Warum der Umsatz nun nur noch um 15% pro Quartal wachsen soll,wo der Boom im `Wireless Internet` Bereich erst anfängt kann ich mir nicht so recht erklären.

      Fazit: Die Prognosen sind stock konservativ.

      ;)

      Grüsse,

      Fuchs Ede
      Avatar
      schrieb am 28.07.00 13:28:42
      Beitrag Nr. 20 ()
      natürlich sind die prognosen konservativ!

      wenn sie schreiben, dass 500mio erwartet werden...und dies dann nicht eintritt, sind alle enttäuscht.
      ist doch immer so bei den analysten. sie können gar nicht anders, als tiefzustapeln


      ich gehe übrigens von 400mio aus, wenn der wireless boom kommt, wonach es mittlerweile schon aussieht. allein AT&T bekommt jeden tag 1000 kunden hinzu! und die anderen carrier schlafen auch nicht...


      damit läge das KUV2001 bei bei ca 27! ist also noch spielraum nach oben.
      natürlich immer vorausgesetzt, dass es keine probleme bei der integration von GNET gibt

      zündi
      Avatar
      schrieb am 28.07.00 13:47:38
      Beitrag Nr. 21 ()
      Hallo Leute,
      ich interessiere mich schon seit einiger Zeit für Infospace, doch bin ich bisher noch nicht so richtig dahintergestiegen, was die machen. "Wireless Internet" ist ja doch ein recht weiträumiger Begriff. Was machen die da genau? Was ist das für Content, mit dem die AOL, Microsoft, Disney`s GO Network, NBCi ... versorgen? Was macht gnet genau?
      Avatar
      schrieb am 28.07.00 18:36:06
      Beitrag Nr. 22 ()
      Hallo Giga Wie siehst du die Entwicklung jetzt von Infospce (917694) ??????
      Avatar
      schrieb am 31.07.00 13:38:23
      Beitrag Nr. 23 ()
      WEDBUSH MORGAN SECURITIES zu den INSP-zahlen und zum merger


      InfoSpace, Inc. reported strong Q2:00 results, far exceeding our and Street consensus estimates. Company announced the acquisition of Go2Net...

      · Q2:00 highlighted InfoSpace’s ability to gain a dominant market share of infrastructure services for U.S. wireless carriers.
      · InfoSpace is attacking new opportunities abroad that we anticipate will result in additional carrier relationships.
      · Wireless and merchant services continue to thrive as the Company’s affiliate and merchant networks continue to grow.
      · Company is deeply entrenching itself to take advantage of commerce enabling opportunities.
      · InfoSpace acquired Go2Net to pursue broadband opportunities and strengthen its commerce network and technology.
      · Raising FY:00 and FY:01 revenue and EPS estimates to reflect strong overall growth.



      FINANCIAL RESULTS
      The Company reported solid Q2:00 results, exceeding our and Street consensus estimates. For Q2:00 ended June 30, 2000, InfoSpace reported revenues of $24.6 million, an increase of 29.5% from $19.0 million reported in Q1:01 and a 252% increase over $6.98 million reported the same period last year. Net loss in Q2:00 was $3.3 million or ($0.01) per share, versus a net income of $1.9 million or $0.01 in Q1:00. We had projected revenue of $21.1 million and earnings of ($0.05) per share. Street consensus was ($0.06) per share. InfoSpace’s results represent a 17% and 80% upside surprise to our revenue and earnings estimates, respectively. We attribute this upside to exceptional revenue growth in its merchant and wireless services segments, strong gross margins, and disciplined management of operating costs. Operating costs in Q2:00 increased since this was the first full quarter with the inclusion of the acquisition of Saraide. Balance sheet items. InfoSpace continues to maintain a solid balance sheet ending Q2:00 with $142 million in cash and short-term investments. DSOs increased from 39 days in Q1:00 to 51 days in Q2:00. We believe the $142 million in cash and short-term investments gives the Company ample resources to scale the business on a global basis and make further strategic acquisitions.

      KEY METRICS
      · The Company’s wireless carrier partnerships now exceed 20 worldwide. The Company currently has access to 88% of all wireless subscribers in U.S.
      · Merchants using InfoSpace’s services increased from 400,000 in Q1:00 to over 600,000 in Q2:00, a 50% increase and significantly ahead of our estimate of 500,000 (See Figure 1).
      · InfoSpace continued to add partners during Q2:00. The Company’s affiliate network increased slightly from 3,000 portals and affinity Web sites in Q1:00 to over 3,100 in Q2:00, less than our projection of 3,250 (See Figure 1). This was primarily due to the Company’s re-deployment of resources to higher growth opportunities.
      · Through the far-reaching affiliate network, InfoSpace’s unduplicated reach increased to over 92% of all Internet users and duplicated reach totaled 400%.
      · Transaction, subscription, and e-commerce revenue now represent 90% of total revenues, leaving only 10% of revenues derived from advertising.
      · Committed revenue backlog for the next four quarters increased to $97.8 million from $75.0 in the previous quarter, an increase of 31.6%. Given this number, we are extremely confident in our revenue estimates of $155.3 million for the next four quarters. Merchants (000`s)


      BUSINESS ANALYSIS
      Wireless Services. InfoSpace’s largest opportunity and fastest growing division, wireless services, continues to gain momentum. Over the past few months, carriers such as VoiceStream, ALLTEL, AT&T Wireless, and Verizon have all gone “live” with InfoSpace`s platform. In addition, InfoSpace was selected by SBC Communications and OmniSky to provide wireless services on their networks. Of particular significance is AT&T’s decision to launch InfoSpace’s promotion service, which allows personalized wireless promotions from merchants to be tracked with online or offline transactions resulting in a transaction bounty to be shared by AT&T Wireless and InfoSpace. This service will be launched to AT&T Wireless’ subscriber base of 100,000 consumers this quarter. We believe this service will allow InfoSpace to gain a first mover advantage in the m*commerce market and anticipate the rapid adoption of this service by other wireless carriers in the near future. We believe the Company will continue to see tremendous revenue growth from the wireless services business in the latter half of 2000, as the Company expects to sign at least one large wireless deal in Europe and Asia each during this quarter.
      Merchant Services. InfoSpace continues to create a dominating merchant platform as the Company signs additional affiliates and enhances its technology. InfoSpace maintains partnerships with all five Regional Bell Operating Companies (RBOCs), several merchant banks, and various media entities, which license, distribute and promote the Company’s merchant services to millions of local merchants.
      InfoSpace increased its network of local and national merchants to over 600,000 with an affiliate network of 3,100 sites. We believe InfoSpace`s strategy of working through powerful resellers to rapidly add merchants, combined with cutting edge technology, is creating a very powerful platform that is compelling to Web sites and wireless carriers, which will act as storefronts for these merchants. In addition, we believe the Company easily offers the best and deepest mobile commerce platform, which has proven to be key in the acquisition of numerous wireless carriers.
      Consumer Services. With the increase in the number of affiliate partners to over 3,100, InfoSpace now has an unduplicated reach of 92% of all Internet users and a duplicated reach of more than 400%. Although consumer services are quickly being passed by wireless and merchant services as the key revenue drivers, this business continues to be strong as demonstrated by the Company’s recent agreement with Unicom Media to provide both wireline and wireless infrastructure services to the Chinese market.
      Unicom Media is a leading provider of yellow page information services in China and supplies InfoSpace with an entry point into the rapidly growing consumer market in Asia.
      Strengthening management team. InfoSpace made major moves this quarter in regards to strengthening its management team. On June 26, 2000, the Company announced that it had appointed Rand Rosenberg as its new Chief Financial Officer (CFO). We believe this will be positive for the Company, as the lack of a full-time CFO was a major investor concern on the Street. Mr. Rosenberg brings extensive telecom, global finance, and corporate development experience to InfoSpace. The Company also announced the appointment of several key executives to lead its wireless efforts into the developing markets of Asia, Europe, and South America.


      GO2NET ACQUISITION
      Yesterday, InfoSpace announced the acquisition of Go2Net, a leading provider of private-labeled Internet applications and infrastructure technology for both broadband and narrowband devices. As part of the agreement InfoSpace will pay shareholders of Go2Net 1.82 shares of InfoSpace common stock for each share of Go2Net stock outstanding. Based on closing market prices on July 26,1999, the deal is valued at approximately $4 billion.

      Go2Net is leading provider of infrastructure technology including payment processing, search engine capabilities, on-line gaming, and applications for broadband appliances. Go2Net licenses its applications and technologies to strategic partners such as Hasbro, National Discount Brokers, and Allegiance Telecom. Last quarter, Go2Net’s commerce platforms enabled over $310 million in e-commerce revenue. The Go2Net Network features the following leading Internet sites:
      · Authorize.net – leading Internet payment-processing platform for businesses, currently enabling more than 82,000 merchants with 1 million expected by year-end. In addition it offers multi-currency processing, which will be essential for merchants conducting business in Europe and Asia.
      · HyperMarket Network – provides small business hosting and e-commerce services to more than 1 million members.
      · WebMarket – comparison and group shopping services
      · Silicon Investor – personal financial information
      · PlaySite – on-line gaming site and platform
      · MetaCrawler & Dogpile – search engines


      Key Benefits
      We feel the acquisition of Go2Net is a solid addition for InfoSpace and offers the Company the following key benefits:
      · Increased synergies will allow InfoSpace to enable end-to-end e-commerce transactions. For example InfoSpace can now deliver merchant information to mobile devices, provide targeted promotions and search capabilities, then complete the transaction using Go2Net’s payment processing platform.
      · Coupled with Go2Net’s 1.1million member merchant network, InfoSpace will now have a merchant network of over 1.7 million.
      · Acquisition enables InfoSpace to enter the broadband market, which adds a new revenue stream to the InfoSpace business model. For example, the Company will be able to offer new broadband applications such as interactive games and other entertainment services.
      · Through Go2Net’s partnership with Hasbro, InfoSpace will have access to interactive games from Milton Bradley, Parker Brothers and Atari to offer across all networks.
      · Acquisition will be accretive to InfoSpace’s earnings.
      · Go2Net has strong support from Paul Allen, who is an investor in the Company and has large broadband interests.


      OUTLOOK
      Although we view this acquisition as a very positive move for InfoSpace, we must address potential short-term volatility in InfoSpace’s share price that may occur as a result of this acquisition. Historically acquisitions of this type, such as VeriSign’s acquisition of Network Solutions, have led to short-term sell-offs in the acquirers stock due to the high premiums associated with the acquisition price. This, coupled with increased market volatility and the current “momentum” mentality in the market, may result in a short-term sell-off in InfoSpace shares, but we stress that our long-term outlook remains unchanged and we see any weakness in the stock as a strong buying opportunity. We strongly believe in the Company’s vision and that InfoSpace is positioned to become an Internet infrastructure gorilla. Raising our FY00 and FY01 estimates. Based upon the continued strong performance across all segments of InfoSpace’s business, steady gross margins in the mid 80s, continued fiscal discipline, and the future outlook for wireless services, we are raising our FY:00 and FY:01 revenue and earnings estimates (Table 1). We expect the Company to realize tremendous revenue opportunities as many carriers have gone or will go “live” with InfoSpace’s services. In addition, in 2001, the Company will begin seeing an exponential network effect as it becomes the de-facto distribution platform on the Internet, connecting huge merchant and consumer networks on any device through its numerous partners.
      We also expect operating expenses to rise over the next several quarters, as the Company continues to execute its global strategy to become the dominant infrastructure platform provider. We feel our estimates are still relatively conservative and there is ample potential for upside.


      Reiterating STRONG BUY rating. With another strong quarter, especially in wireless and merchant services, InfoSpace continues to prove the strength of its business model. We continue to have optimism for the future, anticipating the rapid adoption of the wireless Internet. With the Company’s huge network of merchants, tremendous reach to consumers, and core technology to enable online and offline transactions, InfoSpace is quickly becoming one of the key Internet enablers, providing an efficient e-commerce ecosystem. Therefore, we reiterate our STRONG BUY rating and 12-month price target of $240.
      Avatar
      schrieb am 31.07.00 14:47:52
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 31.07.00 17:23:43
      Beitrag Nr. 25 ()
      FRISKY M&A ACTIVITY MAKING SMALL CAPS HOTTER

      A slew of takeovers of small cap players by large cap companies has also fired up the once cooler sector.

      In a deal announced on July 26, large cap InfoSpace Inc. (NasdaqNM:INSP - news), which syndicates content to Internet portals and wireless companies, agreed to buy small cap Go2Net Inc (NasdaqNM:GNET - news) for about $4 billion in stock.

      Go2Net, a Web site operator and technology provider, closed at 55-3/4 on July 28, up about 643 percent from its 7-1/2 closing price on the same day a year ago.

      ``We continue to see major takeouts,`` said Satya Pradhuman, a Merrill Lynch senior specialist who follows small caps. ``This is a sign that many of these companies are really cheap. Corporate America certainly has its eye on them.``
      -------
      Yours digitally
      KiKo
      Avatar
      schrieb am 03.08.00 09:03:33
      Beitrag Nr. 26 ()
      The Anytime Anywhere Internet
      Wireless Communication May
      Get a Boost from Infospace Deal


      By Roland Jones
      The Street.com


      Aug. 2 — The effort to deliver the Internet anywhere anytime just got a shot in the arm.
      So say financial analysts watching Infospace, a Redmond, Wash., company that delivers Internet applications to wireless companies and Web merchants. Infospace recently announced its intent to acquire Go2Net, a little-known Seattle company that delivers similar services to the broadband marketplace.
      But investors may not see it that way. Immediately following the $4 billion deal’s announcement, traders sent shares of Infospace down more than 25 percent. Analysts say the drop was due to little more than investor skepticism and limited knowledge of Go2Net’s business.
      Yet as the Internet undergoes its next revolution, observers agree that it will certainly involve the wireless industry, which is likely to be one of the fastest growing markets over the next several years. Information will be moved beyond the confines of the PC and onto a wide range of wireless devices over many different networks.


      Wireless Rising
      A few wireless companies have launched wireless Web services of late, including Sprint PCS and Excite@Home. These services let consumers access and send e-mail as well as read news on handheld devices. More are set to follow with new offerings.
      Even the Europeans are betting on the future of the wireless business in the U.S. Deutsche Telekom, Europe’s largest telecommunications company, recently offered $45.5 billion to purchase VoiceStream, an upstart mobile phone company based near Seattle.
      Indeed, the wireless business is booming worldwide. Infospace estimates there are currently around 400 million wireless subscribers around the world. And the company projects that number will grow 30 to 40 percent each year.
      Currently, Infospace provides services to more than 20 wireless carriers throughout the globe. It has done well gaining clients in Asia, but has a long way to go in Europe, says John Graves, an Internet analyst at S.G. Cowen & Co. in New York.
      The company’s track record of acquiring new clients will stand it in good stead, he adds. Infospace says it presently supplies content to 88 percent of the wireless market in the United States, delivering content to wireless companies like Voicestream, Verizon and AT&T. Wireless is its fastest-growing business, with revenues for the sector growing more than 100 percent in the most recent quarter.


      Broad and Narrow Blend
      Already dominant in the wireless space, Infospace’s merger with Go2Net will allow it to supply products through broadband and DSL, believes Graves. At present, Infospace delivers applications such as news, e-mail and instant messaging to PCs and non-PC devices, including cellular phones, pagers, online kiosks, and personal digital assistants. Soon services will be delivered to broadband PCs, Web TV and other applications.
      “This is a very strong combination,” says Graves. “The merger is all about expanding the devices through which they can deliver their applications. With Go2Net, Infospace can expand its product offering and pull away from the competition.”
      The Go2Net merger was driven by Infospace’s wireless customers, notes Graves. The company is eager to offer a comprehensive Internet wireless solution to their customers: “[It is] saying if you’re doing the wireless solution, why can’t you do our broadband applications?”
      Indeed, over the next few years both broadband and wireless will be important to wireless companies, argues Jeff Goverman, research director at Pacific Crest Securities in Portland, Ore.
      “If you are a wireless carrier you want to partner with someone who can provide a complete solution, a network that you can brand as your own, instead of using one provided by another company,” he notes.
      But Infospace’s competition will be fierce, Goverman adds. “Is it a slam-dunk? No. There is competition out there, but they are out on the front of the wave and they are executing things people have never even thought of yet.”


      http://www.abcnews.go.com/sections/business/TheStreet/webmer…
      Avatar
      schrieb am 03.08.00 13:26:26
      Beitrag Nr. 27 ()
      @Kiko: son Quatsch: das Übernahmekarussell zeigt also, wie billig Firmen sind??
      Falsch: es zeigt, wie überteuert die Käufer waren, da alles in Aktien bezahlt wird!!!
      Muß ja ein echter Held sein, dieser Verfasser.
      Engländer fahren ja auch nicht nach Deutschland, weil hier das Wetter so schön ist sondern weil das Pfund so hoch steht...
      Avatar
      schrieb am 03.08.00 18:34:28
      Beitrag Nr. 28 ()
      @Blochos: Trage nuralle Infos zusammen. Dh nicht, daß ich diese Meinung vertrete. Habt Ihr schon die Chartanalyse gelesen? WAs haltet Ihr davon?

      Yours digitally
      KiKo
      Avatar
      schrieb am 03.08.00 22:09:39
      Beitrag Nr. 29 ()
      Unter 29$, schön langsam verstehe ich die Welt nicht mehr. Der Wirless Bereich wird explodieren, INSP gehört zu den Marktführern und die Aktie verliert jeden Tag runde 10%, kann mir das einer erklären?
      Avatar
      schrieb am 03.08.00 22:17:28
      Beitrag Nr. 30 ()
      Die ideale INFOSPACE.COM Research-Seite mit allen Infos:
      http://www.moneymile.de/istocks/aregister_u.php3?id=INSP
      Avatar
      schrieb am 13.09.00 00:15:00
      Beitrag Nr. 31 ()
      BIG GUYS are buying :


      InfoSpace 11.08.2000: Top 10 Institutional Holders

      Putnam Investment Management, Inc. 5,845,405 (Shares)
      Pilgrim Baxter & Associates Ltd. 5,651,301
      Gilder, Gagnon, Howe & Co. 3,811,225
      Munder Capital Management, Inc. 3,558,850
      TCW Group, Inc. (The) 1,790,951
      American Express Financial Corp 1,583,598
      Bowman Capital Management, LLC 1,529,400
      Janus Capital Corporation 1,513,395
      Geocapital LLC 1,512,600
      AIM Management Group Inc. 1,444,000


      InfoSpace 12.09.2000: Top 10 Institutional Holders

      Pilgrim Baxter & Associates Ltd. 15,712,182
      Putnam Investment Management, Inc. 12,673,707
      Munder Capital Management, Inc. 7,252,300
      Gilder, Gagnon, Howe & Co. 4,781,304
      TCW Group, Inc. (The) 4,022,996
      AIM Management Group Inc. 3,163,300
      American Express Financial Corp 2,735,766
      FMR Corporation (Fidelity Management & Research Corp) 2,678,750 $
      Barclays Bank Plc 2,360,061
      Invesco Funds Group, Inc. 2,353,615

      Quelle:
      Yahoo!Finance
      Avatar
      schrieb am 13.09.00 10:15:22
      Beitrag Nr. 32 ()
      Bin zu ca.28 $ in Infospace eingestiegen, hatte am Anfang doch Bedenken bzw.
      hatte das Geschäftsmodell garnicht verstanden, doch langsam dämmert es bei mir
      und ich denke wenn Jain das durchsetzen kann was er vor hat, wird Infospace eine Plattform
      für drahtlose Datenübertragung auf die Beinstellen, wo jeder Zugriff zu Informationen bzw. jede Kauforder
      Cash für INSP bedeutet. Weiterhin sei anzumerken, daß jeder Mobilfunkanbieter um diesen Service
      zu erhalten ca.1-3 $ INSP zahlen muß, und wie sich die Anzahl der Kunden im Mobilfunkbereich
      entwickelt hat und entwickeln wird, brauche ich wohl nicht zu erwähnen.
      Wireless ist meines Erachtens der nächst Boom und wird überdurchschnittliche Renditen an der
      Börse bringen.

      MfG Sledge Hammer
      Avatar
      schrieb am 03.10.00 13:34:58
      Beitrag Nr. 33 ()
      Eine Meinung zu INSP gefunden:

      Zu INSP solltest du auch in den "CMGI-thread" reinsehen. Ich habe mich mit kaum einem Wert so intensiv befasst wie mit InfoSpace. Das Unternehmen ist hervorragend positioniert, wenn sich das "mobile business" weiter durchsetzt und könnte sich wirklich zu einem Giganten entwickeln. Jedoch sollte man nicht vergessen, das der Internetmarkt gerade erst im Entstehen ist und es zum mobilen business noch etwas länger dauern wird. Ich denke, frühestens ab dem Jahr 2003 wird der Bereich "mobile businesss" erst wirklich beginnen zu wachsen. Ein Analyst sagte mal zu InfoSpace, dass das Unternehmen "Science Fiction" sei und diese Meinung teile ich. Die Technologien sind seiner Zeit voraus und werden sich wohl erst in Umsätzen und Gewinnen niederschlagen, wenn UMTS-Handys verbreitet sind und die Verbraucher mit ihren Handy kaufen oder Bankgeschäfte erledigen. Grundsätzlich kann man daher sagen, dass InfoSpace eine Menge an Potenzial in sich trägt, aber noch nicht sicher ist, ob und wann sich dies entfalten wird. Daher ging es zuletzt auch so drastisch abwärts mit dem Kurs. Ich selbst habe keine INSP-Aktien mehr (siehe in den CMGI-thread), beobachte aber jeden Schritt des Unternehmens und warte auf eine Bodenbildung. Solange diese nicht stattfindet, sollte man sich von der Aktie - trotz aller guten Aussichten - fern halten! Langfristig (3 Jahre und mehr) bin ich jedoch sehr optimistisch und glaube nach wie vor an einen kommenden Giganten!

      SMAX
      Avatar
      schrieb am 12.11.00 18:52:53
      Beitrag Nr. 34 ()



      "Everybody comes to us with cool new stuff.We can acquire them or partner with them because we have access to the carriers. That is called being the center of the universe."


      Naveen Jain,
      Chairman and Chief Strategist InfoSpace
      Avatar
      schrieb am 29.01.01 23:37:45
      Beitrag Nr. 35 ()
      January 29, 2001 4:42pm

      InfoSpace tops 4Q forecasts

      By Sergio G. Non ZDII

      InfoSpace (Nasdaq: INSP) topped analyst estimates in the fourth quarter.

      After market close Monday, the provider of Internet portal services reported fourth quarter net income of $12.6 million, or 4 cents per share, excluding special charges. Twenty analysts surveyed by earnings tracking firm First Call predicted a profit of a penny per share for InfoSpace`s December quarter.

      Shares of InfoSpace traded at $7 in afterhours activity on the Island ECN, immediately following the earnings report. InfoSpace fell 9 cents to $6 in Monday`s regular trading ahead of the release of quarterly results.

      Including goodwill writedowns and one-time charges, InfoSpace lost $97 million, or 31 cents per share.

      Fourth quarter revenue increased 125 percent year-over-year to $66.1 million. The company in a news release extolled its wireless growth.

      "InfoSpace continues to expand its relationships and deliver value to wireless carriers proven by the significant revenue growth in our wireless business and the more than 1.5 million wireless subscribers," said Naveen Jain, who recently resumed his roles as chairman and CEO. "InfoSpace will continue to relentlessly execute and rapidly innovate to consistently provide wireless carriers worldwide with exceptional service and unique products needed to be successful in this space."

      For the full year, InfoSpace earned $46.2 million, or 14 cents per share, excluding special charges. Including all expenses, InfoSpace lost $279.2 million on 2000 revenue of $214.6 million.
      Avatar
      schrieb am 30.01.01 10:43:20
      Beitrag Nr. 36 ()
      30.01. 10:35
      Infospace - die neue Strategie !
      --------------------------------------------------------------------------------
      (©BörseGo - http://www.boerse-go.de)

      Das Vorzeigeunternehmen Infospace musste in den letzten Monaten ebenfalls einen herben Kursrückgang hinnehmen. Am Montag nachbörslich konnte Infospace die Analystenerwartungen jedoch übertreffen (BoerseGo berichtete).

      Nun beabsichtigt man in 30 Tagen den Analysten und Investoren die neue Strategie mit überarbeiteten finanziellen Zielen vorzustellen. Infospace plant anscheinend den Konsumenten-orientierten Bereich zu desinvestieren oder zu verkaufen, worunter auch Teile des erst vor kurzem übernommenen Unternehmen Go2Net fallen. Man werde sich zukünftig auf Internet Content und Commerce Infrastruktur konzentrieren, wobei der Wireless Bereich weiterhin betont werden soll. Hier sieht Infospace die grössten Wachstumschancen und plant den Umsatz in 2001 zu verdoppeln.

      Die Strategieänderung kann man im Zuge der jüngsten Managementwechsel als "rein Haus machen" bezeichnen, beinhaltet jedoch auch das eine oder andere Risiko. So steht das Konsumenten Segment momentan noch für den Grossteil von Infospace`s Umsatz. Des weiteren dürfte es eine Weile dauern, die Kosten an die niedrigere Umsatzstruktur anzupassen. So wurde die vorläufige Umsatzschätzung auch von $360 Mio. auf $215 Mio. in 2001 herabgesetzt, in 2000 betrug der Umsatz $214,6 Millionen. Der Verlust wird in 2001 lt. Unternehmensangaben 14 Cents betragen. Weitere Details werden in ca. 30 Tagen bekanntgegeben.
      Avatar
      schrieb am 30.01.01 21:54:38
      Beitrag Nr. 37 ()
      von Gigaguru 23.07.00 21:38:59
      Angesichts einer Marktkapitalisierung von aktuell nur 11 Mrd. US-Dollar (bei einem Kurs von 48 US-$) ergibt sich daraus ein immenses Kurssteigerungspotenzial.


      Ein Zitat, das man schon fast als Realsatire bezeichnen kann. Besonders die "geringe" Marktkapitalisierung von 11 Mrd. $ bei den damals beinahe lächerlichen Umsätzen von Infospace, das zeugt wirklich von unglaublicher Kompetenz bei der Bewertung von Aktien.

      Kurs damals rund 48$.
      Das "immense Kurssteigerungspotenzial" beträgt bis
      heute -88%.



      Herzlichen Dank für die fundierte Analyse, weiter so.
      Avatar
      schrieb am 30.01.01 22:01:44
      Beitrag Nr. 38 ()
      servus,

      weiss jemand von dem gerücht über mw-medical wkn 913661
      ?????*****?????
      besten dank im voraus.
      Avatar
      schrieb am 30.01.01 22:16:47
      Beitrag Nr. 39 ()
      Immerhin hat sogar Körschgen realisiert, dass die Umsätze „damals“ lächerlich waren. Respekt! Mehr an Transferleistung sollte man allerdings nicht erwarten, insbesondere nicht, dass er begreift, dass an der Börse die Zukunft gehandelt wird. Ich erlaube mir ansonsten, das angeführte Zitat zusammen mit dem von mir verwendeten vorherigen Satz zu wiederholen, da nur so der Kontext ersichtlich wird, der Körschgen – der im übrigen wenig von der Marktentwicklung mitbekommen zu haben scheint – natürlich nicht zugänglich geworden ist: „InfoSpace dürfte in einigen Jahren zu den größten Unternehmen der Welt gehören. Angesichts einer Marktkapitalisierung von aktuell nur 11 Mrd. US-Dollar (bei einem Kurs von 48 US-$) ergibt sich daraus ein immenses Kurssteigerungspotenzial.“

      Gigaguru
      Avatar
      schrieb am 30.01.01 22:25:31
      Beitrag Nr. 40 ()
      VERGESST DIE AKTIE
      Avatar
      schrieb am 30.01.01 22:36:39
      Beitrag Nr. 41 ()
      Tja Giga,

      immer noch nichts geworden.Körschgen hatte wohl leider recht. Du kannst eben nix.Nimm es doch locker.Andere können noch viel weniger!;) 11 mrd. enormes potenzial, 1000 mrd. ;) :laugh: Wenn Du richtig Ahnung hättest, dann kommst Du ins Fundamentalanalyse Board und diskutierst da.Wenn nicht, dann bist Du einfach der Boarddepp schlechthin.
      Avatar
      schrieb am 30.01.01 22:42:23
      Beitrag Nr. 42 ()
      @ultimo
      ich bin zwar seit heute auch nicht mehr dabei, aber nenn mir einen überzeugenden grund:"Was hat naveen jain, bzw. die company infospace falsch gemacht---?
      Infospace in every space-daran hat sich nichts geändert!
      Es hat sich nur geändert-Infospace no longer on your "desktop".
      Gruß RNW
      und best wishes to N.J.
      Avatar
      schrieb am 30.01.01 22:46:49
      Beitrag Nr. 43 ()
      Transferleistung? Wo denkst Du hin? Deshalb bezahlt man uns ja auch wie KfZ-Mechaniker.


      www.bcg.de





      P.S. Das mit dem Facility Manager gilt übrigens immer noch.



      Und noch was: Tolle Nummer, die Du hier abziehst. Aber es gibt Leute, die können über sowas wirklich nur lachen.
      Avatar
      schrieb am 30.01.01 22:58:58
      Beitrag Nr. 44 ()
      Um mal wieder sachlich zu werden, und um Gigaguruchen nicht gänzlich den Spass an seinem Geschreibsel zu nehmen:
      Die Standardbewertung der Extreme zwischen einem Bären- und einem Bullenmarkt auf Basis einer durchschnittlichen Dow Jones Aktie sind: Ein Bullenmarkt wird Bewertungen haben, die 75% über einem durchschnittlichen Markt liegen, und ein Bärenmarkt wir ein Abwärtspotential von 40% unter einem durchschnittlichen Markt haben. Das haben Studien seit 1986 belegt, die mir vorliegen. Insofern kann der User Gigaguru den INSP-Absturz zwar teilweise, logischerweise aber nicht ganz der Marktentwicklung zuschreiben.
      Avatar
      schrieb am 31.01.01 00:37:27
      Beitrag Nr. 45 ()
      Körschgen , es gibt Leute , da sollte man schon aus Humanität ne Mark in die Mütze werfen..was ich hiermit auch tue-)
      Ich habe von dir noch keine gescheite Empfehlung gelesen.
      Gut , mag sein, daß mich das mit dem BvB ein bißchen sauer gestimmt hat , aber eigentlich bin ich auch froh ,daß so ein Penner wie du kein Schalker geworden ist.
      Als Giga. die Empfehlung gemacht hat, waren wir in einem nasdaq- und jain- hype, da war die empfehlungg nachzuvollziebar, und in 4-5 monaten werden sie es wieder posten , und dann werden sie Recht haben.
      Gruß RNW
      Avatar
      schrieb am 31.01.01 12:01:40
      Beitrag Nr. 46 ()
      Wer es noch nicht kennt. Die Infospace Fanseite im Internet:
      http://www.myresearch.de/cgi-bin/myresearch.cgi?AC=1000&B=0&…
      Avatar
      schrieb am 31.01.01 20:10:31
      Beitrag Nr. 47 ()
      @Realnetworker:
      Ab und zu gebe ich schon Empfehlungen, aber warum sollte ich fremden Leuten meine Aktien empfehlen ?
      Hier kannst Du meine letzte Empfehlung lesen:
      Thread: Broadcom - Versuch einer Analyse
      Ferner solltest Du Dir noch Rambus(zu 50% Depotanteil), JDS Uniphase, Avanex und Nortel zulegen, um Deine Verluste bei INSP auszugleichen.
      Avatar
      schrieb am 08.03.01 12:22:19
      Beitrag Nr. 48 ()
      InfoSpace.com: Unternehmensgründer soll die Wende bringen

      von Redaktion WO 26.02.01 14:08:16

      Der in Redmond/USA ansässige Internet-Informationsdienst und Marktführer InfoSpace.com hat im Zuge der Konsolidierung in der Internet-Branche in den letzten 12 Monaten 97% an Wert eingebüßt. Mit der Rückkehr des Unternehmensgründers und Visionär Naveen Jain in die Chefetage soll nunmehr die Wende gelingen.

      InfoSpace.com versorgt aktuell über 3.200 Web-Seiten mit seinem Informationsdienst. Dazu gehören unter anderem AOL Time Warner, Microsoft, Deja News, sowie das Internet-Portal von Netscape Communications und The Wall Street Journal Interactive.

      Neben Kooperationsverträgen mit den PC-Herstellern Acer, Gateway 2000 Packard Bell NEC, arbeitet InfoSpace.com im Bereich drahtloser Kommunikationstechnik mit AT&T und UnWired Planet zusammen. Bei Pager-Diensten kooperiert InfoSpace.com mit den Unternehmen Motorola (WolfeTech), InfoGear, Mitel, Mitsui und Lucent Technologies.

      Daneben entwickelte InfoSpace.com das technische Know-how und E-Commerce Technologien für die Plattformen King Kiosk und Lexitech Kiosk.

      Durch die Übernahme von Go2Net bietet InfoSpace.com nunmehr auch über Dogpile Meta-Suchdienste an. Gleichzeitig gehört das weltweit größte Börsen-Diskussionsforum Silicon Investor zum Infospace-Netzwerk. Mit der Go2Net-Einheit HyperMart will sich das Unternehmen den Web Hosting Markt erschließen.

      Unternehmensgründer und CEO Naveen Jain hält derzeit 30% der ausstehenden Anteile an InfoSpace.com. Nach Investitionen im Dezember kaufte der aus Indien stammende und von Microsoft kommende Visionär zuletzt weitere 500.000 InfoSpace-Anteile auf.

      Trotz des Kursverfalls an den Aktienmärkten verlief das vergangene Geschäftsjahr für InfoSpace.com durchaus erfolgreich. Die Firma steigerte ihren Umsatz um 482% auf 215 Mio.$ gegenüber dem Vorjahreszeitraum. Die Gewinne hielten mit dem Umsatzwachstum Schritt und legten um 366% auf 14 Cent je Aktie zu. Für das laufende Jahr 2001 wird sich dies jedoch drastisch ändern. Statt eines Gewinns wird ein Verlust von 6 Cent je Aktie am Jahresende in der Bilanz stehen. Erst im Jahr 2002 rechnen Analysten wieder mit einer Belebung bei Vermarktung von Inhalt und Werbung, wovon auch InfoSpace.com mehrheitlich abhängig ist. In 2002 soll daher wieder ein Plus 11 Cent je Anteil erwirtschaftet werden.

      Analysten zeigen sich weiter uneins über die weitere Zukunft von InfoSpace.com. Während sechs Analysten den Wert derzeit lediglich mit „halten“ einstufen, sehen sieben Experten die Papiere weiterhin als „kauf“. Vielfach sei die anhaltende Unsicherheit über künftige Ergebnisentwicklung im Unternehmen maßgeblich für die Zurückhaltung bei den Analysten, heißt es aus den Brokerhäusern.

      Parallel zur Unsicherheit über die weitere Zukunft zeigt sich auch der InfoSpace-Kurs zuletzt weiter unter Druck. Trotz einer kurzfristigen Erholung notiert der Wert nahe dem Jahrestiefstand bei 4,15$, womit die Gesellschaft mit etwa 1,3 Mrd.$ an der Börse bewertet wird.
      Avatar
      schrieb am 12.07.01 20:20:54
      Beitrag Nr. 49 ()


      Gigaguru
      Avatar
      schrieb am 12.07.01 21:40:56
      Beitrag Nr. 50 ()
      Ich sage nur kaufen
      Avatar
      schrieb am 24.07.01 22:53:46
      Beitrag Nr. 51 ()
      Tuesday July 24 4:28 PM ET

      InfoSpace Profit Surprises Wall Street

      SEATTLE (Reuters) - Internet and wireless content provider InfoSpace Inc. (NasdaqNM:INSP - news) on Tuesday defied Wall Street expectations of a quarterly loss, posting a small profit on strong sales of its wireless and merchant services technologies.

      The Bellevue, Washington-based company said it made a pro forma profit, which excludes charges like acquisitions and restructuring expenses, of $2.64 million, or 1 cent a share, compared to a profit of $10.98 million, or 3 cents a share a year earlier.

      Analysts had expected InfoSpace to lose from 1 to 2 cents a share, with a consensus estimate of a 2-cent per share loss, according to Wall Street tracking firm Thomson Financial/First Call.

      Revenues inched up to $50.9 million from $50.5 million a year earlier. Analysts had expected revenues of between $49.5 million and $51.2 million, according to First Call.

      InfoSpace syndicates content and services like Yellow Page listings, news, stock quotes and electronic commerce tools to Web sites and wireless telephone companies.
      Avatar
      schrieb am 25.07.01 10:46:26
      Beitrag Nr. 52 ()
      ...und dann noch gleich der nächsten Hammer!!!

      INSP im nächsten Quartal nur noch $33 MIO Umsatz!!!
      Ein Rückgang von fast 40% :(

      InfoSpace sees more losses ahead amid tech slowdown
      SEATTLE, July 24 (Reuters) - InfoSpace Inc. (NasdaqNM:INSP - news), a provider of Internet and wireless content and services, will slip back into the red for the rest of this year amid the technology spending slowdown, Chief Financial Officer Tammy Halstead said on Tuesday.

      The Bellevue, Washington-based company, which posted a 1-cent per share pro forma profit for its second quarter on Tuesday, would lose 5 cents a share in its current quarter and 4 cents a share in the fourth quarter, Halstead said.

      Revenues for the third quarter were expected to be $33 million, down from $51 million in the second quarter, Halstead told analysts on a conference call.

      InfoSpace would return to pro forma profitability, which excludes charges like acquisition costs and amortization of intangibles, in the second half of next year, Halstead said.

      ``We, like other strong companies, are not immune to the effects of that (economic) slowdown. Until see more evidence of re-acceleration, we have taken a cautious approach,`` Halstead said.
      Avatar
      schrieb am 25.07.01 14:06:25
      Beitrag Nr. 53 ()
      Luftblase hoch drei.Mit Sicherheit meine Letzte New-Economy Aktie.Man muß sich wirklich fragen,warum nur greift man in so Drecksklitchen?
      Avatar
      schrieb am 25.07.01 15:01:17
      Beitrag Nr. 54 ()
      INSP vorbörslich:

      9:00 AM 2.39 -0.94 -28.23%

      "InfoSpace: Schon bald einer der Giganten im Bereich Internet-Infrastruktur!"

      Nuff said!


      Big_AL
      Avatar
      schrieb am 25.07.01 20:33:09
      Beitrag Nr. 55 ()
      @oswald11
      Lass Dich nicht durcheinander bringen. Egal welche Meldung auch kommt, so etwas war doch zu erwarten. Stops waren sicher gesetzt, und so eine Talfahrt löst eine Lawine der Stops aus. Es hat bei Infosp. aber auch seit April genug Möglichkeiten der Gewinnmitnahmen gegeben. Weniger ist oft mehr, leider hab es auch ich versäumt. Bleibe aber drin bis zum Wiederstand bei 17€. Wie lang wird das wohl dauern?
      Rauf und runter-ist ja alles gesteuert!
      gepes
      Avatar
      schrieb am 25.07.01 22:42:08
      Beitrag Nr. 56 ()
      gespes,

      bei 2,11 usd auf island.com, massive kauforders, ich glaube 12x 5000 und höhere.

      habt ihr eigenlich eine begründung, wesshalb der umsatz in q3 und q4 so massiv einbricht.

      gruss ba
      Avatar
      schrieb am 26.07.01 22:36:05
      Beitrag Nr. 57 ()
      @boerseaugsburg
      Warum? Weil es für den Kursverlauf besser ist. Wenn $33Mio Umsat zum Jahresbericht prognostiziert sind und es werden dann $45 Mio, wird der Kurs Anfang 2002 steil bergauf gehen. Was glaubt ihr was mit Info am Jahresende passiert, sollte der Kurs auf 15€ sein, und Info macht nur $ 45Mio Umsatz obwohl >$50Mio prognostiziert waren?? Es ist nun mal ein sch... Jahr das 2001er. Ohne der jetzigen Gewinnwarnung hätte man dann ein 10%iges Umsatzminus für das Jahr 2001.Das wirkt sich dann nicht gut für das gesamte Jahr 2002 aus.
      Darin sehe ich den Grund der "voreifrigen" Umsatzreduktion für Q3 u. Q4. ALLES NUR STRATEGIE!!
      mfg gepes
      Avatar
      schrieb am 27.07.01 15:25:59
      Beitrag Nr. 58 ()
      @gigaguru,

      hab Dank für deine wiederholten Hinweise auf Infospace in verschiedenen w:o - Foren, neulich als eine von fünf Empfehlungen zu Internetaktien.

      Es ist wirklich ein klasse Rat. Nie zuvor habe ich es geschafft, am ersten Tag nach Kauf diese Woche schon 30 Prozent im Minus zu liegen, und am zweiten minus 33 Prozent.

      Das war schon eine GIGApleite!

      Grüße,

      ein in Abwärtstrudel geratener Aufwind, der sich die Flossen verbrannt hat.

      P.S. Die Zeiten ändern sich eben; die der Gigatips scheint abgelaufen. Die Bewertung der Firma ist offenbar auch gigantisch.
      Avatar
      schrieb am 27.07.01 17:06:02
      Beitrag Nr. 59 ()
      :D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D

      Ich habe alles zu gigaguru gesagt, wer jetzt noch auf ihn hört, ist selber schuld...

      Nicht wahr, olcapi ??? :laugh::laugh::laugh::laugh:


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      InfoSpace: Schon bald einer der Giganten im Bereich Internet-Infrastruktur!