INFOSPACE - Chance !?! - 500 Beiträge pro Seite

[Bio-Zocker32]

Was haltet ihr von Infospace ?
Habe mit dieser Aktie schon viel Geld verdient.
Halte die aktuellen Kurse für absolute Einstiegskurse !!!

Was meint Ihr ?

[buckweiser]

Umsatz(inkl. GNET)

2000: ca. 200 Mill $
2001: ca. 600 Mill
2002: ca. 1500 Mill
2003: ca. 3000 Mill
2004: ca. 4500 Mill
2005: ca. 5500 Mill

KUV 2001: ca. 10 (bei 20 $)
Netto-Gewinn 2005: 25%= 1375 Mill $
Aktienanzahl: ca. 250 Mill
Gewinn/Aktie 05 = 5,5 $

KGV 05(bei Kurs 20$) = 3,6

Kurspotential bis 2004 ca. 800% so pi mal Daumen

Grüsse, buck

[zuendi]

buckweiser, wo haste denn die zahlen her???
im jahr 2001 ist ein umsatz von 360mio und ca 60mio gewinn angepeilt.
demnach KUV2001 derzeit bei ca 20; KGV2001 bei ca 120


zündi

[buckweiser]

Nur in meiner Phantasie, hab ich mir gerade zurecht gesponnen, finde sie aber nicht unrealistisch, Analysten schätzen eh immer zu konservativ

200 sollten dieses Jahr mindestens drin sein(letzte Quartale: INSP:24,6(dann 19+24,6+ 30 + 38=111,6) GNET:23(18+23+27+34=102)

200% in 01 = 600, dann etwas konservativ

denke, das könnte klappen

wenn ich immer nur den Analysten glauben würde hätte ich nie eine CMRC usw. gekauft

Grüsse, buck

[zuendi]

die 360mio bzw 60mio stammen vom unternehmen selbst.

gruß
zündi

[buckweiser]

abwarten, bis ende 2001 ist ja noch viiieeel zeit

[DimStar]

hi buck

ich habe mir nur kurz den thread von Giga durchgelesen und verstehe im Grunde noch nicht ganz, welches Produkt diese Firma überhaupt hat. Wenn sie aber glaubt, Marktführer für content-plattformen zu werden, halte ich das für Träumerei. ist diese Plattform überhaupt für neuartige Services im mobile commerce skalierbar ? ich denke, daß diese plattform heute noch nicht existiert. ist es daher angemessen anzunehmen, daß Infospace mit einem bestimmten Markt mitwachsen kann ? doch eher nicht, wenn neuartige plattformen in den nächsten jahren die standards für die carrier setzen. dann könnten die services, die heute insp anbietet durch neue lösungen ersetzt werden. schön, daß sie starke partner haben. doch die sagen sich doch why not ? solange die datenübertragungstechniken für services, die schon höhere mehrwerte für den verbraucher mit sich bringen noch nicht aufgebaut sind. die fusion mit GNET gefällt mir vor dem hintergrund überhaupt nicht. welchen sinn soll es machen, ein zweitklassiges Portal zu kaufen ? was sie brauchen ist die technologie.

[zuendi]

DimStar, schau dir GNET bitte nochmal genauer an, bevor du sie als "2.klassiges portal" abtust.
und die INSP services sind schon bei zahlreichen carriern im einsatz, sind also existent.
richtig, die meisten der services sind austauschbar. hab aber schon ein paar mal darauf hingewiesen, dass die m-commerce lösungen von INSP einzigartig sind und diese dinge ausschlaggebend für die carrier waren, sich für INSP und nicht für andere anbieter zu entscheiden. (von der ´privat label solution´ einmal ganz abgesehen)

ein bisschen research wäre schon nicht schlecht, bevor du hier dein wissen zum besten gibts.


nichts für ungut
zündi

[buckweiser]

GNET war(ist) meines Wissens im Breitbandbereich(Kabel...) sehr gut aufgestellt und passt laut Analysten sehr gut zu Infospace. Allein von den Unternehmenszahlen(regelmässiges toppen der Schätzungen) sah GNET immer gut aus, wurde aber nicht dementsprechend gewürdigt.


aus fool.com(von vor ein paar monaten)

InfoSpace Is Everywhere

Infospace provides Internet information infrastructure services. Its sky-high price-to-sales ratio tells you that investors believe in its potential for dynamic growth. Its strong gross margins indicate that it can achieve that growth. InfoSpace aims to do it by providing services for every type of Internet communication, but particularly for the wireless Web. That is the important, emerging industry that InfoSpace aims to dominate.
By David Gardner
September 11, 2000
"Powered by InfoSpace." That`s a phrase you`re increasingly likely to come across these days if you`re using a cell phone to access the Internet.

As we wrap up Break Down August -- it`s still August, by the way, don`t believe what The Man is telling you about September -- let`s next take a look at our last Rule Breaker candidate, identified as a potential Breaker on the list from our 2000 Rule Breaker Seminar and run through the criteria most recently by scrim1.

So just what exactly IS InfoSpace?

Easy: "A leading global Internet information infrastructure services company." The sort of phrase one can really wrap one`s brain around, no? "Honey, InfoSpace is just an Internet information infrastructure services company, that`s all!" you explain. Gee whiz, it couldn`t be more obvious. Yes, we`re probably all looking for a little bit more Internet information infrastructure services in our lives. Our question today is: In our portfolios, too? It`s time for our Rule Breaker "Break Down" of InfoSpace.

Brief consideration of price-to-sales ratios for Rule Breakers
First, some quick numbers. InfoSpace (Nasdaq: INSP), for the trailing 12 months, has posted the following:
Sales: $69 million
Earnings: deficit
Today`s market cap: ~$10 billion

We`ll shortly get into what this company does and what that means. But before we do I want to hold forth just a little bit on how and why a company with less than $70 million in trailing sales could possibly be valued at $10 billion. After all, in the oft-repeated mantra of Internet investing, "It isn`t even profitable!"

Lacking net profits, the Rule Breaker investor must instead look for a multiple of sales. Using the numbers provided above, we discover...
Price-to-sales ratio: 146

If you`re new to this ratio, it simply tells you that the total value (market cap) of InfoSpace, $10 billion, is in fact 146 times the amount of sales the company has generated in the past 12 months. Is that good, bad, right, or wrong?

There is no "right number" for this ratio. What a number like 146 can tell you, though, is that InfoSpace is very richly priced compared to many other companies. Here`s the present price-to-sales ratios for a selection of other companies:
Ford 0.3
Coca-Cola 7
Amazon.com 7
Yahoo 74
Celera Genomics 138

A dependable rule is that small companies with hot growth prospects will, in general, command higher price-to-sales ratios than large ones because their growth rates are much higher. Investors pay up for dynamic growth.

Another reason that InfoSpace is priced like a top dog? Its gross margins. When you take cost of sales out of sales, you arrive at gross profit. When you take gross profit as a portion of sales, you have gross margins. The Rule Makers of the world generally score higher than 50%, meaning they`re running light businesses that have the capacity to generate substantial profits. InfoSpace, merely a potential Rule Breaker at this green stage of its growth -- and not yet sustainably profitable -- is sporting gross margins in its most recent quarter of 81.8%.

When you combine the speed of sales growth together with an early stage company`s gross margins, you have as good a read on the level of a company`s price-to-sales ratio as any two factors will provide. A read on a company`s price-to-sales ratio is therefore a read on its stock price.

Margins like InfoSpace`s -- gross margins upwards of 80% -- will obtain share prices many multiples of what the company`s trailing 12 months of business would seem to justify. That`s the reason for such a high market cap. InfoSpace is priced like a top dog, and we should therefore analyze it as such.

Top dog of what?
InfoSpace`s mission, as best I could gather from its website, is:

"To allow our partners to offer their customers the ability to conduct commerce, access information, communicate and otherwise manage their lives at any time from any device."
A powerful concept, and the words mean as much as they say. We`re talking broad, here, dear Fools. "InfoSpace in every space" is the service mark tagline.

Put this all together and you find that InfoSpace is attempting to operate across the entire spectrum of digital interaction. If you are an offline business hoping to establish an online site where you can hock your wares, InfoSpace can help you. If you are a Bell company hoping to get up a "Yahoo-like portal" for your new Internet phone customers, you hire InfoSpace (virtually all U.S. phone companies, except Sprint, have done so in this regard -- SBC was the most recent, just a couple weeks ago). In fact, InfoSpace actually combines these two aforementioned examples as an integrated part of its business model: it has all the regional Bells marketing its Web services to their local merchants. If you didn`t grasp the full beauty of that line, read it again.

As this posting from mmick earlier this year states, wireless services are where InfoSpace hopes most to profit. The company`s CEO, Naveen Jain, was quoted as saying, "The killer applications for wireless devices are going to be unified communication and secure commerce. Our communication services enable users to not only send and receive messages on their cellular phones, but also from any device to any device including PDAs, pagers, and PCs. Our commerce services not only allow mobile users to check stock quotes, but also trade stocks; not only find the cheapest price for a product, but also make single-click instant purchases from any website; and not only check credit card statements, but also make a payment. This is more than just a dream, these are the services we offer today."

It is this "space," which begins with information and ends with taking action, that InfoSpace hopes to call its own. InfoSpace aims to dominate as a private-label provider of the total online commerce package -- the information, services, and transaction capability brought to you by the New Economy.

The dream InfoSpace interaction (from the company`s standpoint) is you sitting on a subway train deciding to purchase five new laser printers for your small office, using your handheld device to look up info on what will suit your needs, locating the best deals available via a local merchant who can deliver within 24 hours, and then you swiping the stylus or punching a button to execute that very transaction. All while you sit on the subway. InfoSpace is profiting from virtually every portion of that entire interaction, except the subway ticket.

Tomorrow in the final part of our Break Down we will continue to evaluate InfoSpace as the top dog and first-mover of the "everywhere-to-everywhere digital activity" industry. Is InfoSpace a Rule Breaker? We`ll give our opinion tomorrow. Until then, let us know what you think on the InfoSpace and Rule Breaker Companies discussion boards.

[buckweiser]

Artikel nicht von vor ein paar monaten, sondern vom 11.9.

Grüsse, buck

[SwordSwinger]

Jipp Zuendi bin ganz deiner Meinung.

[wurbala]

quelle: www.go2net.com

Event: Date:

Shareholder meeting for final
approval of merger with InfoSpace October 12, 2000

lg wurbala

[DimStar]

@zuendi
mein wissen über insp ist ja nicht vorhanden. ist doch gut, daß man sich in boards informieren kann ... oder auch nicht. gnet ist für breitbandlösungen nicht weiter als alle anderen portale. dies hängt doch von ganz anderen unternehmen ab. sorry, ist für mich uninteressant.

bye

[ghhost]

Infospace um 17:00 Uhr in Amerika 2.85% im Plus.

[Softbankler]

Infospace um 23.08 11 % im -

[Pitcairn]

Heute entscheiden doch die Go2net-Aktionäre über die Fusion mit Infospace. Dürfte ihnen bei der Kursentwicklung von Insp mehr als schwerfallen. Insp bei 17,62 $...

52-Wochen-Low von Insp liegt übrigens bei 10,88 Dollar. Sollte Insp weiterhin so stark fallen wie bisher, sehen wir die wohl schon sehr bald. Kleiner Trost: Heute hat`s nicht nur Insp erwischt, sondern auch eine ganze Reihe anderer Internetwerte. An den Fundamentals hat sich jedoch nach wie vor nichts geändert, deshalb: Kaufen, wenn die Kanonen donnern!

[tschakawaka]

Multex Investor/ Telecomm Analyst von 10.Okt. 2000:

Growth Opportunities Abound on Wireless Web

Depending on your definitions of "Internet access" and "wireless Internet" you may or may not count the literally hundreds of millions of wireless phone users as potential Internet users. But they`re out there, and Internet service and content providers are salivating at the prospect of turning cell phone users into wireless Web surfers.

That is not to say that wireless phone users currently are, or will be, surfing, browsing and having a full-blown HTTP session on their phone. However, using a PC-based browser is not the only way the Internet is accessed. The reality is that there already are millions of wireless subscribers who use their handheld devices to access the Internet for transactional data exchanges. It is these exchanges, in which small amounts of data are shuttled back and forth between wireless phones and data storage service centers, that hold the greatest growth opportunities for wireless device manufacturers and content and service providers.

Big money can be made from the wireless phone users looking for data, content or even basic information such as directions, phone numbers and scheduling information. Why? It is quite simple. The initial users of wireless data will be those who require brief access to the Internet for individual transactional services, and the large number of individuals that will likely fall into this category are worth paying attention to.



cu tschaki

[barren]

Stand 13.10.00

InfoSpace schließt Go2Net-Übernahme ab

Der Internet-Dienstleister InfoSpace Inc. gab heute den Abschluß der Übernahme des Internetseitenbetreibers Go2Net Inc. für 1,5 Milliarden Dollar bekannt.
InfoSpace brachte hierzu 1,82 Millionen Aktien zu 32,08 Dollar für alle ausstehenden 46 Millionen Go2Net-Aktien auf. Durch die Übernahme will InfoSpace neue Zahlungstechnologien anbieten sowie Web-Services wie beispielsweise interaktive Spiele über Kabel- und Telefonleitungen. Die Informationen von Go2Net werden von InfoSpace zudem in das bestehende Service-Angebot mit eingebunden.

Infospace notieren derzeit bei 17,63 Dollar, im Jahresverlauf hat der Titel damit rund 70% an Wert abgegeben. Im vergangenen Jahr hatte sich die Aktie mehr als verelffacht, die Übernahme wurde damals mit 4 Milliarden Dollar bewertet.

13.10.00 15:02 -ps-


Kann es sein, daß der Kurs von Infospace in letzter Zeit bewußt gedruckt wurde um billig die Übernahme von go2net abzuschließen, z.B. durch schlechte PR, Stillschweigen bei Großaufträgen usw. ?????

Kaufpreis 1,5 Millaren statt 4 Millarden !!!!!! Kann bestimmt nicht
schädlich für Infospace sein.

Gruß barren

[Softbankler]

Barron: das war jawohl peinlich ....

[tschakawaka]

Hi Leute!

von "iPlanet":

he Mobile Web and the Mounting Market

Nearly 9 million Japanese and Europeans are
familiar with an experience that relatively few
Americans have sampled: exchanging e-mail and
surfing the Web on their mobile phones, from
wherever they happen to be. Japanese and European
wireless consumers have the capability to check their
bank balances, make dinner reservations, and be
notified of sales at their favorite stores -- literally in the
palms of their hands.

The Japanese and Europeans clearly understand
what`s at stake in the mobile Internet market. For
example, Dataquest Inc. is projecting global sales of
mobile phones to exceed 420 million units by the end
of 2000. IDC is predicting that by 2004, the world will
see 1.3 billion subscribers to mobile Internet
services, with either AT&T, Vodafone or NTT DoCoMo
leading the mobile Internet service industry.

ore Mobile in Japan
Unlike Americans, who have been able to access the Internet since the mid-1990s and are wedded to
their desktop PCs and rich Web site content, most Japanese have been unable to access the Web due to
the high cost of Internet access in Japan. So where American consumers must lower their expectations
when accessing the Internet via mobile phones, the Japanese are actually getting their first real taste
of the Internet - via their mobile phones. According to Nippon Telegraph and Telephone (NTT), there are
more wireless phones (56.8 million ) in Japan than hard-wired (55.4 million) phones.

Last February, Japanese telecommunication heavyweight NTT DoCoMo was reportedly signing up users
at the rate of 20,000 a day. By September, DoCoMo had signed on 10 million users at the rate at 50,000 a
day. The Japanese are accessing Web content and sending messages via a service called iMode, using
iMode-enabled cell phones. By its virtual monopoly, DoCoMo`s iMode protocol is becoming the de facto
messaging standard in Japan.

The European Edge
If the brands Nokia and Ericsson sound familiar, you`re already aware of two of the world`s largest
mobile-phone manufacturers, which just happen to be European companies. According to Dataquest
Inc., the two European companies hold close to 40 percent of the world market for mobile phones.
Finland`s Nokia is the world`s leading brand, with 27.5 percent of the market. Ericsson, a Swedish
manufacturer, holds 10.3 percent of the market, which puts it in third place after Motorola, a U.S.
company, with a 15.6 percent share.

Although the situation in Europe is very different, it`s more similar to the Japanese experience than the
American experience. "There are 25 million cells phones in Italy alone," says Peter Meinel, iPlanet vice
president for Europe, the Middle East, Asia and Latin America.

Part of the reason for Europe`s success results from their adoption of a single, European-wide Global
System for Mobile Communications, or GSM, which created a standard platform for cell phone
companies. In addition, "each country owns universal mobile telecommunications system (UMTS)
licenses to do business within its borders," Meinel explains. "UMTS technology provides very high-speed
access."

The stakes in the European markets are very high, and the European telecommunication companies
(telcos), which were deregulated on January 1, 1998, are ready to flex their muscle. London-based
Vodafone Group PLC did just that in January 1999, when it bought San Francisco`s AirTouch
Communications Inc. for $62 billion, making the world`s largest cellular-phone operator a British, not
American, firm.

The U.S. Market Poised to Take Off
In the United States, most Web sites cannot be accessed using cell phones or other handheld devices
because rich graphic content doesn`t display properly on devices with small screens. To get around this
problem, some companies are redeveloping their Web sites into text-only content, based on the wireless
application protocol (WAP). However, only a tiny fraction of the estimated 400 million Web sites are WAP
compliant. In the summer of 2000, only AT&T Wireless, Verizon Wireless, Sprint PCS and Nextel
Communications offered some form of wireless Web connection.

Volume of Cell Phone Subscribers
---------------------------------
(Year end 1999, in millions)

Vodafone Group (U.K.)
49.2
China Mobile
34.0
NTT DoCoMo (Japan)
29.0
Verizon (U.S.)
19.8
France Télécom
19.7
T-Mobile International/Deutsche
Telekom (Germany)
18.6
SBC (U.S.)
14.9
Telecom Italia Group
14.7
AT&T and AT&T Wireless
14.0
BT/BT Wireless (U.K.)
13.2

Source: Fortune magazine, p. 146, Sept. 18, 2000

...nur so zur Info...

cu tschaki

[smax_at]

Ist doch was: (gefunden bei OnVista)

Merrill Lynch


InfoSpace kaufen Datum : 12.10.2000
Zeit :18:23


Die Analysten der US-Investmentbank Merrill Lynch sehen die Aktie des
Internet/E-Commerce-Unternehmens InfoSpace (WKN 917694) weiterhin sowohl
lang- wie kurzfristig als Kaufchance.
Seit dem Analystentreffen von InfoSpace am 14. September 2000 sei die
Aktie des Unternehmens um über 45% gefallen. Das Unternehmen stehe am
Rande der führenden Internetinfrastrukturwerte. Große internationale
Geschäfte hätten den Rückgang des Aktienwertes beschleunigt.

Allerdings seien viele Faktoren für den Rückgang des Aktienkurses
verantwortlich gewesen. Die NASDAQ selbst sei 14% seit dem
Analystentreffen gesunken. Schon letzte Woche sei die NASDAQ um 8,5%
gefallen. Zur Zeit seien die Werte der anderen Internetinfrastrukturfirmen
auch stark gesunken (INKT 25%, ARBA 28% und AETH 41%).

Die Wertpapierexperten von Merrill Lynch gehen davon aus, dass Investoren
bis zur Veröffentlichung der Zahlen abwarten würden. Das Ergebnis des
vierten Quartals werde das Unternehmen erst im Januar 2001 bekannt
gegeben.

SMAX