the heart of convergence between wireless and internet - 500 Beiträge pro Seite

[zuendi]

ja das ist InfoSpace

meint zumindest Merrill Lynch:

We re-iterate our Buy/Buy rating and continue to believe that INSP - which is at the heart of convergence between wireless and internet - has the potential to become one of the top10 or so Internet companies in a few years time.



auf ein neues
zündi

[option]

hab das was nettes aus dem Internetreport 4.2000

Der neue Bill Gates - ein Inder ???? :-)

Es ist kein Zufall, dass einer der wichtigsten Männer in der New Economy ausgerechnet ein Inder ist. Denn die Inder
sind dank Ihrer schnellen Auffassungsgabe hinlänglich bekannt für Ihre Fähigkeiten bei der Entwicklung neuer Technologien.
So war der Firmengründer und heutige Chef von Infospace, Naveen Jain bereits während seiner langjährigen Tätigkeit für MSFT
einer der führenden Köpfe und maßgeblich an der Entwicklung von Windows und dem Aufbau des MSN Network beteiligt.

Im Jahr 1996 schließlich hatte Jain genug von MSFT und kündigte. Er war es leid, für seinen Chef Bill Gates Milliarden zu scheffeln,
er wollte seine eigenen Milliarden erwirtschaften. Als er MSFT verließ, sagte er " Es kann nicht so schwierig sein eine Milliarde $
zu verdienen. Bill (Gates) hat das 100 mal geschafft, und Bill ist nicht 100 mal besser als ich."

Kurze Zeit später gründete er Infospace mit 1,5 Millionen Dollar und sein Ziel Milliardär zu werden, war nach einigen Monaten
erreicht. Heute hält Jain noch etwa 35%, ca. 6,3 Milliarden §§§§§§.

Wenn man Jain zu den Aussichten seiner Firma befragt, nimmt er kein Blatt vor den Mund. MSFT ist 550 Milliarden $ schwer,
indem Sie ein PC Betriebssystem entwickelt haben.
Wir entwickeln ein Betriebssystem für PCs und für nicht PCs, ein Informations-Betriebssystem. Wenn es Gerechtigkeit auf dieser
Welt gibt, dann sollten wir mindestens 2 mal so groß sein wie MSFT.

Das interessante an der ganzen Sache ist eigentlich, das mittlerweile auch einige Analysten INSP so sehen, so werden für die
Zukunft doch recht rosige Zeiten für die Shareholder von INSP anbrechen. Wenn INSP nur die hälfte von MSFT wert sein sollte,
würde dies noch eine ca. verzwölffachung des Kurses bedeuten. (Jain redet aber von der doppelten größe von MSFT)
Muß man den Kurs von INSP dann 48 mal nehmen ???? (Aber bitte in den nächsten 4 Jahren)

gruß option *gg*

[:-)))]

Na, eine 48 mal höhere Bewertung auf die nächsten 4 Jahre....da kann ich nur eins sagen :

von mir aus!!







Grüße AL

[zuendi]

falls jemand zeit hat:

shareholders meeting am 22.05.2000 um 10.00am ortszeit

adresse:
Hyatt Regency Bellevue
900 BellevueWay NE
Bellevue
Washington 98004

[FloTrader]

Hi,

glaubt man dem MACD-Indikator, so ist der Abwärtstrend heute beendet worden.

Morgen noch gute Zahlen und dann dürften die Tiefststände passé sein!

InfoSpace, a leading WORLDWIDE provider...

FLO

[venturecapital]

geiler tag heute! endlich mal wieder ALLES grün. neben INSP verblassen sogar meine CMTN mit bescheidenen 16% zugewinn heute
jetzt fiebere ich den morgigen zahlen entgegen. sollten die für einen weiteren schub sorgen, können wir den abwärtstrend getrost ad acta legen.
mann, bin ich gespannt!!!
gruß
V.C.

[zuendi]

unter diesem link kann man sich anschauen, wie die services von INSP auf dem palm aussehen:

http://infospace.com/info.avant/

[internetti]

Dejima Secures Over $23 Million in Venture Funding From CMGI @Ventures, InfoSpace and RIM
Wednesday, April 26, 2000 07:06 AM


MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--April 26, 2000--

New Software Platform Enables Companies to Improve

User Interaction with Services and Devices

Dejima Inc., a software infrastructure start-up, today announced that it has received $23.25 million in
Series B funding, led by CMGI @Ventures, the venture capital affiliate of CMGI, Inc. (Nasdaq:CMGI,
news, msgs), and Toronto-based Serafini Capital. Previous investors Mitsubishi Capital and Sonera
Corporation (Nasdaq:SNRA, news, msgs) have reinvested and are joined by other investors including
InfoSpace Venture Capital Fund (Nasdaq:INSP, news, msgs) and Research In Motion Ltd.
(Nasdaq:RIMM, news, msgs, TSE:RIM). Lior E. Yahalomi, managing partner of CMGI @Ventures
Technology Fund (from which the firm`s investment flows), will join Dejima`s board of directors (...)


Quelle: Business Wire (über Quicken.com)

[zuendi]

falls jemand an der kompletten INSP-analyse von wedbush mit der empfehlung "strong buy" hat: https://wedbush.com/research/corpreports/insp0400.pdf


zündi

[zuendi]

Revenues soar to just over $19 million with a pro forma profit of $0.01, beating First Call consensus estimates by $0.07; Committed revenue backlog increases to $75 million for the next four quarters; Transaction, subscription and commerce revenues represent 83% of total revenues


REDMOND, WA. — April 24, 2000 — InfoSpace, Inc. (NASDAQ:INSP), a leading global provider of infrastructure services for wireless devices, merchants and Web sites, today announced record first quarter revenues of just over $19 million due to strong demand for its wireless, merchant and consumer services. This is a 261% increase from revenues of $5.3 million in the comparable quarter of 1999. In addition, committed revenue backlog for the next four quarters increased to $75 million.

InfoSpace earned a pro forma net profit of $1.9 million, or $0.01 per share, beating First Call consensus estimates by $0.07. These results exclude unrealized gains from venture investments, acquisition related charges and employer payroll taxes on gains realized by employees from non-qualified stock option exercises. This is compared to a pro forma net loss of $5.3 million, or loss of $0.03 per share in the same period last year.

“InfoSpace is leading the convergence of the two fastest growing industry segments in history — wireless and the Internet — creating a new industry: the wireless Internet,” said Naveen Jain, chairman, InfoSpace. “We are fundamentally changing how people communicate, access information, conduct commerce and otherwise manage their lives whenever they want, however they want and wherever they want as we continue to be the platform of choice for leading wireless carriers worldwide.”

Just last week, InfoSpace announced that Arun Sarin joined the Company from Vodafone AirTouch where he was CEO of the US and Asia / Pacific Regions. Together, Arun Sarin, as chief executive officer and Naveen Jain, as chairman and chief strategist will guide the Company’s rapid growth and global expansion. Like other notable executive teams, Jain’s visionary leadership, coupled with Sarin’s long track record for consistently delivering strong growth and impressive operating results, will be the driving forces behind the long-term success of the Company.

Wireless Services

Wireless continues to be the biggest opportunity and fastest growing area for InfoSpace. 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.

“The market for InfoSpace’s services reminds me of the cellular market in the mid-eighties,” said Arun Sarin, CEO, InfoSpace. “We knew it was going to be big, but we had no idea how big – and were continually astounded when subscriber growth far outpaced industry projections, quarter after quarter. From the vantage point of having just been the head of Vodafone’s global wireless Internet business, I can tell you that InfoSpace is in the best position to take advantage of this huge opportunity and that is why I decided to join this winning team.”

InfoSpace continues to be the platform of choice for more and more carriers worldwide. InfoSpace now has relationships with more than 24 carriers worldwide, including Vodafone, Verizon, AT&T, Dutchtone, Panafon, J-Phone, KPN, Omnitel, diAx, Telfort, Libertel, Ben, Microcell Telecommunications, US West and GTE.

Most recently, InfoSpace

[:-)))]

Hallo INSP´ler!

Die Zahlen sind mega geil...und Zündi hat mich wieder geschlagen!!!
19 Mio Rev. und 0,01 Cent gewinn!!!

Grüße AL

[venturecapital]

ok, nicht schlecht, aber ich bin ehrlich, der umsatz entspricht nicht ganz meinen erwartungen. ich hatte mit 20 millionen + X gerechnet und insgeheim auf 22 mio gehofft.
wie gesagt, die zahlen sind selbstverständlich hervorragend, aber halt letztendlich doch nicht überraschender als in den letzten quartalen auch.
beeindruckender finde ich auf den ersten blick die umsatzsteigerung bei VERT von 10,1 mio auf 21,7 mio vom letzten quartal zu diesem. echt krass!
werde die zahlen aber jetzt jeweils nochmal näher analysieren, habe bisher nur die highlights überflogen.

gruß
V.C.

[venturecapital]

dieser beitrag aus dem yahoo board trifft es eigentlich gar nicht schlecht:

The numbers were definately better than what was the concensus estimates. However, everyone knew and expected them to
be. What kind o f scared me after seeing the results is that we have a market cap of over 10Bil and revenues of less than
100 mil! Also, we dont` lose money, but we aren`t really making money either. Hopefully Wall St. won`t slam us, but I have a
felling we are going down tommorrow. The reason is that this stock fits into the mold of solid business (we we all know) but
over priced relating to current profits and revenues. This was fine 3 months ago, but I dont` think this market likes this type of
stock since this is a results right now market and 1 cent profit doesn`t count. Hopefully during the conference call Jain will
save us like JDSU saved themselves. I am worried though and might sell.

gruß
V.C.

[venturecapital]

zündi:
hast du ne ahnung, warum der kurs ausgesetzt wurde? seltsam...

ich denke, anhand des aktuellen wachstums können wir mit ca. 120 mio jahresumsatz rechnen.

gruß
V.C.

[zuendi]

insgeheim mit 22mio gerechnet???

ich bitte dich, get real
auch bei INSP wachsen die bäume nicht in den himmel

ich hatte 17-18mio erwartet. mit 19mio bin ich mehr als zufrieden.


näxtes quartal sind wir sicherlich bei >22mio


zündi

[zuendi]

übrigens:
Including special items, such as unrealized investment gains, acquisition related charges and expenses stemming from employee stock options, InfoSpace reported a loss of 38 cents a share, compared to a loss of 3 cents per share a year ago.

[RALO]

Hä ?

[Tharin]

Ich war in INSP ein Jahr lang investiert und habe sie dann bei 198$ rausgehauen. Leider hatte ich vorher schon stückweise immer wieder verkauft. Natürlich interessiere ich mich weiterhin für INSP und möchte irgendwann mal wieder einsteigen. Jetzt nach den Quartalszahlen kann ich denjenigen nur raten morgen in Deutschand zu verkaufen. Natürlich die Zahlen sind wie immer gut, aber die blöden amis betreiben morgen höchstwahrscheinlich: sell on good news.

Schaut Euch doch Calico Commerce an. Vorgestern sehr gute Zahlen. +19%. Dann gestern -19% und heute nochmals -13%.

Bei anderen Werten sieht es so ähnlich aus. Ihr könnt ja dann wieder billiger einkaufen, falls ihr nicht wegen Steuer usw. halten müsst.

Gruss
Tharin

[zuendi]

um 4minuten nach 11 unserer zeit soll der handel wieder aufgenommen werden

[venturecapital]

also ich fand das nicht utopisch!!! das erste quartal ist für die gesamte branche blendend gelaufen und ich hatte daher eine nochmalige leichte beschleunigung des umsatzwachstums für das jetzige quartal erwartet. die letzten quartale hatten wir ein wachstum von 40%. ich hatte diese 40% erwartet (das wären 20,16 mio gewesen) und wie gesagt einen schluck mehr erhofft. das ist, aufgrund der frühzeitigen äußerungen jains über ein hervorragendes quartal, sicherlich keinesfalls vermessen gewesen....
gruß
V.C.

[zuendi]

naja, frühzeitige äußerung über die quartalsergebnisse waren doch nur kurspflege.....die dann noch nicht einmal gewirkt hat.

[venturecapital]

...klar. ist auch kein grund zum streiten, ich bleibe sowieso noch lange investiert, insofern ist das hier nur ein kleines etappenziel.
interessieren würde mich die genaue aufschlüsselung, wie die aus den außerordentlichen aufwendungen resultierenden 38 cent verlust genau zu stande gekommen sind. vermutlich stammt der größte teil aus der konsolidierung der akquirierten firmen. hast du da eine quelle, wo ich das genau recherchieren kann?
gruß
V.C.

[venturecapital]

jetzt wieder reger handel, z.z. so um 71$, allerdings fallende taxen...

[zuendi]

ne leider nicht.

übrigens: kurs resumed......jetzt ~69$

[zuendi]

hier VC:

http://www.infospace.com/info/articles/earnqtr1_00.htm

[venturecapital]

merci!
after hours jetzt leider nur noch 67$. den ein oder anderen interessiert wohl nicht das betriebsergebnis, sondern nur die außerordentlichen verluste. sehr kurzsichtig...

[venturecapital]

hmm, woher sind die über 3 mio einkommen, bezeichnet mit "other income"? wüßte gerne mal, was diese position beinhaltet. das sieht mir nicht nach erträgen aus der gewöhnlichen geschäftstätigkeit aus. würde man die abziehen hätte man einen verlust von 1 cent je aktie.
beruhigend finde ich, daß die außerordentlichen aufwendungen zum allergrößten teil auf die firmenkäufe zurückgehen und daß der V.C.-funds gut zu laufen scheint, immerhin weist er bereits deutliche buchgewinne auf.
gruß
V.C.

[FloTrader]

Hi,

das sind spitzen Earnings! Ich hätte nie mit einem Gewinn gerechnet!

INFOSPACE IN EVERY SPACE!!!

Gruß

Florian

[claudechabrol]

nach meinen angaben
ist die marketcap ca 11mrd
und nicht über 10 bil!
ist natürlich immernoch immens jedoch seh ich die earnings
lange nicht so negativ
was mich mehr beschäftigt sind die kon.-daten morgen in us

[zuendi]

was bei den amis die billion ist, das ist bei uns die milliarde.
unsere billionen heisst bei denen trillion




InfoSpace to outer space
n8 + träumt schön

zündi

[Clochard]

Der Verlust von den 38 cent ist doch WURSCHT! Schließlich sind die HAUPTSÄCHLICH auf
die Akuisitionen zurückzuführen. Und das der VC Fund besser läuft als erwartet, ist doch
Prima. Für mich sind diese Zahlen einfach nur Spitze!!!

Gruß

Clochard

[zuendi]

http://www.radiowallstreet.com/NASApp/RWS/EventPage?ID=18351

wedbush gestern zu INSP, kurz nach dem conference call




zündi

[zuendi]

InfoSpace Inc. Reiterated `Strong Buy` at Wedbush Morgan

Princeton, New Jersey, April 27 (Bloomberg Data) -- InfoSpace Inc. (INSP
US) was reiterated ``strong buy`` by analyst Scott P Sutherland at Wedbush
Morgan Securities. The 12-month target price is $240.00 per share.



Infospace Inc. Reiterated `Buy` at Chase H&Q

Princeton, New Jersey, April 27 (Bloomberg Data) -- Infospace Inc. (INSP
US) was reiterated ``buy`` by analyst Jack R Ripsteen at Chase H&Q.




InfoSpace Inc. Reiterated Near-Term `Buy` at Merrill


Princeton, New Jersey, April 27 (Bloomberg Data) -- InfoSpace Inc. (INSP
US) was reiterated near-term ``buy`` by analyst Henry Blodget at Merrill
Lynch. The long-term rating was also reiterated ``buy.``

[zuendi]

InfoSpace: Jefferies & Co. introduced a 6-month price target of $83 on the stock.

http://cbs.marketwatch.com/archive/20000427/news/current/rat…

[zuendi]

hier der genau text von H&Q.
aus dem yahooboard kopiert; ungeprüft, denke aber, dass es kein fake ist.


CHASE H&Q Internet Research Note
InfoSpace (INSP) Rating: BUY - FOCUS LIST
April 27, 2000 [e-mail]

InfoSpace Reports Blow Out Quarter. Reiterate Focus BUY.
•Strong revenue growth
•4th Quarter of Profitability
•Growth across key metrics: reach, merchants, partners, launches
•Deeper Penetration into wireless Internet market
•Bulking up the Management Team
•Firing on All Cylinders: Raising Estimates

Summary and Recommendation:
InfoSpace once again proved that it has one of the most attractive and leverageable business models associated with the Internet. InfoSpace reported another blow out quarter significantly exceeding our top and bottom line estimates. InfoSpace reported $19.0 million in revenue and $0.01 EPS significantly ahead of our estimates of $15.7 million in revenue and ($0.05) EPS. InfoSpace’s revenue grew 32% sequentially and exceeded our estimates by 21%. On the bottom line InfoSpace delivered its fourth quarter of profitability. While we had projected losses, our estimates do not provide a pure comparison as we had estimated the full impact of the Saraide acquisition, which did not close until late in the quarter.

Regardless, we are impressed with InfoSpace’s ability to execute and maintain profitability while tackling new market opportunities (wireless); expanding deeper and more broadly into existing markets and while integrating and
digesting several acquisitions.

Importantly the business outlook at InfoSpace is strong. InfoSpace executed across all of its core businesses: Consumer, Merchant and Wireless. In Q1 the focus continued to be on the wireless front.

InfoSpace continues to accelerate its wireless business adding new customers and locking up significant partnerships with wireless carriers, including a recent partnership announced with Verizon (combination of Bell Atlantic and Vodafone AirTouch). Additionally, five existing wireless carrier customers deployed on the InfoSpace Infrastructure platform, signaling that the InfoSpace Infrastructure platform is real and ready.

In terms of the business model, wireless carrier roll outs provide improved visibility on revenue and potential upside given that InfoSpace charges wireless carriers on a per subscriber basis. Importantly, InfoSpace’s business, across the board, is firing on all cylinders. InfoSpace’s backlog of committed revenue, grew to $75 million in Q1 up from $57 million in Q499.

InfoSpace’s backlog represents signed contracts-with unrecognized revenue that will be recognized over the next four quarters. We believe InfoSpace’s backlog and pipeline of new wireless customers and pending wireless deployments provides good visibility on InfoSpace’s top line growth.

Based on the strength of InfoSpace’s quarter we are raising estimates. As previously
discussed (please see report 01/27/00) we expect losses for the rest of FY00 with a return to profitability in early FY01. Losses in FY00 are due to the Saraide acquisition that
closed at the end of Q1. We are raising our FY00 estimates to $97.6 million in revenue
and ($0.13) EPS from $86.3 million in revenue and ($0.17) EPS and we are raising our
FY01 revenue estimate to $205 million in revenue from $178.9 million and maintain our
$0.06 EPS.

We continue to believe that InfoSpace is a core holding in any Internet Infrastructure portfolio and provides investors with one of the best opportunities to invest in the emerging wireless Internet opportunity. We reiterate our Focus BUY.

[zuendi]

einen hab ich noch

InfoSpace Inc. Reiterated `Strong Buy` at U.S. Bancorp Piper

Princeton, New Jersey, April 27 (Bloomberg Data) -- InfoSpace Inc. (INSP US) was reiterated ``strong buy`` by analyst Safa Rashtchy at U.S. Bancorp Piper Jaffray.

[internetti]

Never fall in love with your stock - bei INSP gar nicht so einfach

[zuendi]

achja, Merrill Lynch hebt ihre prognosen ebenfalls an:

für 2000 auf $103mio umsatz bei 13cents verlust
für 2001 auf $214mio umsatz bei 9cents gewinn


kleiner auszug: ".....however, at 155x FY200E and 75x FY2001E revenues, the stock is one of the higher multiple stocks in our universe ans, as a result, is likely to be more susceptilbe to market volatility. This concern is somewhat softened by the fact that we are projecting 3-year revenue growth for this company of 112% which suggest a P/Sales to Growth rate of 1.4...."

naja, ein paar mahnende worte müssen wohl immer sein


zündi

[RALO]

Ach zündi,
wenn ich Dich und Deine immer wieder positiven Quellen zu InfoSpace nicht hätte, ging`s mir nur halb so gut....

[zuendi]

nix neues....aber wegen der langeweile: (von CNNfn)


INSP reported its earnings yesterday, April 26. INSP gained a penny this quarter, rather than the 6-cent loss that was expected. Chairman Naveen Jain says that the improvement is because of the wide base of companies it supplies to, wireless Internet and offline merchants, as well as its recognition by shareholders.

Jain says that INSP is what makes the Internet possible. It is "The infrastructure company behind everything we do on the internet". Jain refers to INSP as "The brain behind the brawn" of the Internet. Jain can say this because INSP supplies online content to AOL and MSFT as well as 100 other corporations. Wireless internet is another cause of INSP`s success. Jain feels that INSP is extremely active in wireless as well as offline merchants which, he says is part of the reason why the company dropped the .com at the end of its name. The final reason Jain attributed INSP`s success is the shareholder recognition of the "great potential that INSP offers".

http://www.netcognizance.com/ArticleView.asp?ArticleID=47317

[venturecapital]

wow, echt der hammer, was und wieviel naveen so von sich gibt. der mann hat ein selbstbewußtsein, das doch hart an arroganz grenzt. nun gut, größenwahnsinn kommt ja von größe oder?
einige (ungeprüfte) zitate aus dem inteview:

"On competition to InfoSpace: "You know, it`s really, really lonely out there."

On what InfoSpace will do after it dominates Europe, N. America, Asia, and Latin America:
"There`s always Mars and Pluto."

On possible competitive threat from AT&T Wireless spinoff: "AT&T is our partner -- not our competitor."

He also took what I interpreted as a little jab at Yahoo!, saying something to the effect that he would help AT&T take care
of them or something like that.

Also said a couple of times that he defines "success" as 100% market share.

Naveen says only problem he has is finding the people and time to meet with all the great companies that want to partner with InfoSpace."

[zuendi]

übrigens wurde im letzten MLreport über INSP die verteilung der $19mio umsatz aufgeschlüsselt:

consumer service bereich: $10.5mio oder 55% (davon 70% abonnentengebühren und 30% werbung)
wireless bereich: $3.8mio oder 20% (davon 99% abonnentengebühren und 1% commerce)
merchant bereich: $4.75mio oder 25% (davon 99% abonnentengebühren und 1% commerce)

[internetti]

CSFB initiates coverage of INSP at Buy
Briefing.com, 05/03/2000 08:02 AM EDT

Gruss
internetti

[zuendi]

Separately, analyst Todd Raker started InfoSpace (INSP) at "buy," calling it an enabler of the everyday use of the wireless Internet, pointing out that its wireless-centric, private-label infrastructure service is the core platform powering several major wireless rollouts.
Poised to capitalize on the convergence of two emerging market opportunities -- wireless Internet and local merchant e-commerce -- InfoSpace should grow revenues by 163% in 2000 and 111% in 2001, the analyst said.

Although he did not give a price target for InfoSpace shares, he said they are worth between $50-$100, based on a discounted cash flow analysis.


an revenue erwarten die also für dieses jahr gute $98mio und $207mio für 2001. nix neues also


zündi

[zuendi]

habt ihr euch eigentlich die IQorder-übernahme mal genauer angeschaut?

mE ein echter hammer!
wenn ich deren produkt richtig verstanden hab, dann kann man mit der preisvergleichs-software eine annähernd vollkommene markttransparenz erzeugen.
ein beispiel: ich gehe in den media-markt und suche nach einem TVgerät. ein meinen wünschen entsprechendes gerät ist auch schnell gefunden, es soll 1000,- kosten. kurzerhand hole ich mein w@p-fähiges handy aus der tasche, das mit der IQorder-software ausgestattet ist. ich gebe ruckzuck die produktspezifischen daten des gerätes ein und erhalte eine liste, wo ich das TVgerät billiger bekomme. so könnte bspw angezeigt werden, dass dergleiche fernseher nebenan bei HIFI Unger nur 900,- kostet; oder mir wird angezeigt, dass das gerät bei einem onlineshop nur 870,- incl aller transportkosten kostet und ich kann entscheiden, ob es sich lohnt, die wartezeit in kauf zu nehmen und das gerät bei diesem onlineshop zu erwerben. natürlich kann man das gerät dann auch gleich bei click direkt per handy kaufen

finde die idee und die technik einfach klasse




zündi

[RALO]

Hallo zusammen,
da guck ich gerade im n-tv videotext und lese auf page 306/2 `ne schlagzeile: "infospace - schlechte neuigkeiten.." oder so ähnlich.
Weiß jemand was dahinter steckt, oder ist das bloße panikmache ?

[venturecapital]

mag ja sein, daß da jemand down-pushen will (auf ntv) jedenfalls gibt es heute auch andere meinungen. z.b. nennt capital INSP in der heutigen ausgabe "den absoluten senkrechtstarter im mobilen web" und vergibt die höchstwertung. dann noch folgender artikel:

Infospace Kursziel 200 Dollar
Internet Report



Der Internetreport empfiehlt den Kauf von Infospace (WKN 917694), sobald der
Kurs den bereich um 75 Dollar überwinden könne.

Die neuesten Quartalszahlen hätten Analysten deutlich überrascht. Man habe
mit 6 Cents Verlust je Aktie gerechnet. Tatsächlich hätte Infospace jedoch 1
Cent Gewinn je Aktie (1,89 Mio. Dollar Gewinn) erreicht. Im Vorjahreszeitraum
habe der Verlust noch bei 3 Cents je Aktie gelegen (5,3 Mio. Dollar Verlust). Der
Umsatz sei aktuell um 260% auf 19 Mio. Dollar gestiegen.

Infrastruktur- und Verzeichnisdienstleistungen im Internet würden immer mehr
benötigt, so dass hier mit weiteren Impulsen für die Aktie zu rechnen sei.


ansonsten denke ich, daß es sicherlich keine news (also auch keine schlechten) gibt, sonst stünden sie doch längst hier im thread...

gruß
V.C.

[venturecapital]

übrigens ist der vielseitige bericht über die zukunft des mobilen netzes in der Capital heute recht interessant (wenn man auch die ein oder andere prognose schon kennt), ist aber leider zu lang zum einstellen. vielleicht sollte man, angesichts des booms, noch die ein oder andere zusätzliche aktie aus dem bereich wireless ins depot nehmen.
gruß
V.C.

[RALO]

!

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

[zuendi]

danke VC für den hinweis auf CAPITAL.
werd ich mir wohl morgen mal anschauen.


zündi

[zuendi]

Shooting Star im mobilen Internet

Infospace.com (bei denen ist wohl noch nicht angekommen, dass das dotcom geschichte ist)

InfoSpace.com füllt das Internet mit Leben. Das US-Unternehmen liefert Inhalte für 2500 Web-Seiten. Darunter die von AOL, Microsoft, Lycos und Netscape. 88% aller Internet-Nutzer surfen auf Infospace-Seiten - meist, ohne es zu wissen. Infospace bietet auch E-Commerce an. Den Mix aus Inhalten und E-Commerce überträgt das Unternehmen auf das mobile Web. Netzbetreibern wie AT&T, KPN oder Vodafone bietet Infospace mobile Portale plus Content. Fazit: der absolute Senkrechtstarter im mobilen Web.

Strategie Das großzügige 2001er KGV von 470 ignorieren und in kleinen Dosen kaufen.

Capital-Urteil: CCCCC (sehr attraktives Investment; volle Punktzahle )

[zuendi]

am mittwoch ist INSP um 8uhr ortszeit auf der CHASE H&Q TECHNOLOGIE Conference

http://www.hamquist.com/events/tech2000.html

[zuendi]

schlechte news

InfoSpace Chair Naveen Jain Files To Sell $107.7M Of Stock (INSP)

(NewsTraders.com)-- InfoSpace ( INSP ) founder and Chairman Naveen Jain, together with his wife Anuradha, took preliminary steps toward unloading 1.5 million shares of the Internet content aggregator, worth a whopping $107.7 million.

Chase H&Q was named as the brokerage to handle the transaction, which Jain slated for May 1, according to a Form 144 regulatory document released today.

In a separate filing, InfoSpace senior vice president Michael Kantor indicated that he planned to sell 100,000 shares, also on May 1 and through Chase H&Q.

Kantor`s shares are valued at almost $7.2 million.

At the time of the filings, InfoSpace had 216.6 million shares outstanding.

Of note, a Form 144 only shows a filer`s intent to sell the shares. Actual verification of the sales, if and when they occur, would be provided in a subsequent filing

Shares of InfoSpace, based in Redmond, Wash., were recently down $4.44 at $58.63.



http://208.239.62.10/xmldata/generic.asp?FileNumber=43897.xm…

[:-)))]

Hi INSP´ler!

Die News ist eigentlich ziemlich ärgerlich...ich glaube Jain hat Angst vorm Sommerloch....was will er mit der Kohle?...

Grüße AL

[oasis]

... wahrscheinlich kauft er sich ein Auto und für seine Frau springt ein Pelzmäntelchen raus...
Nein im Ernst, das ist ja wohl der Beweis, daß Jain auch nur ein Schwätzer ist.
Warum schmeißt er soviele Aktien auf den Markt, obwohl seine Firma doch bald eine "trillion dollar company" sein wird?
Naja, wir werden sehen..

[zuendi]

naja, ganz so dramatisch ist es auch nicht. wenn er tatsächlich 86mio shares hat (das schreibt jedenfalls bradlyfhugheshttp://messages.clubs.yahoo.com/clubs/inspineveryspace/bbs?a…), dann sind die 1,5mio nicht mal 2% seiner anteile.

vielleicht haben die 200mio aus dem letzten verkauf noch nicht ausgereicht, um ein fetteres haus zu bauen als billy

schön ist es trotzdem nicht. ändert aber eigentlich auch nix an meiner auffassung, dass INSP ein riesen potential hat....



zündi

PS: wenn ich die aktien für ein paar cents gekauft hätte, wärs mir auch wurscht, ob ich sie für 60$ oder für 160$ verkaufe.

[:-)))]

Jo Zündi,

da kann ich Dir mal wieder beipflichten...



Grüße AL

[zuendi]

der hier ist krass:

oder der hier, auch nicht übel:

[zuendi]

nix dolles, aber trotzdem:


VoiceStream Wireless Selects InfoSpace`s Platform for its Wireless Internet Services

InfoSpace Wireless Internet Platform to Enable VoiceStream Mobile Users to
Access Personalized and Localized Information, Send and Receive Instant
Messages and Manage Their Lives Using Their Phones


REDMOND, Wash. and BELLEVUE, Wash., May 9 /PRNewswire/ -- InfoSpace (Nasdaq: INSP), a leading global provider of information and commerce infrastructure services for wireless devices, merchants and Web sites, and VoiceStream Wireless Corporation (Nasdaq: VSTR) a leading provider of wireless communications services in the United States, have teamed together to deliver comprehensive wireless Internet services to VoiceStream customers. The service is now available to VoiceStream customers and those wishing to preview the service via the company`s Internet site www.voicestream.com.


VoiceStream and InfoSpace jointly developed a "personal portal" called MyVoiceStream.com. Using InfoSpace`s unique wireless Internet platform, the portal will be customized to VoiceStream`s needs and will allow their customers to choose personalized, specific information and be able to conduct commerce all from their wireless phone. Unlike other Internet service offerings, the content and branding of MyVoiceStream.com is controlled completely by VoiceStream.

"The powerful combination of InfoSpace`s expertise and the flexibility of its wireless Internet platform allowed us to custom tailor our portal to deliver more value to our customers, not just give access to a generic portal," said Bob Stapleton, president and COO of VoiceStream. "VoiceStream will continue to differentiate ourselves by focusing on delivering cutting edge and superior product offerings in the marketplace."

"Leading carriers such as VoiceStream continue to come to InfoSpace for wireless services because they know we can deliver a comprehensive, tightly integrated solution that meets all of their needs in a timely manner," said Naveen Jain, chairman, InfoSpace. "From the beginning, InfoSpace was committed to giving people the right information to conduct commerce, manage their lives and communicate, at the right place at the right time and this partnership is a testament to our success."

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. The Company`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 Intel, Ericsson, Nokia, NeoPoint, Mitsui and Acer America. InfoSpace`s affiliate network also consists of more than 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.

About VoiceStream

Based in Bellevue, WA, VoiceStream Wireless is a leading provider of wireless communications services in the United States. Nearly three out of every four people in the United States live in areas licensed to be served by VoiceStream or its affiliates. VoiceStream is the largest provider of personal communications service using the globally dominant GSM technology in the United States. VoiceStream is a member of the North American GSM Alliance LLC, a group of U.S. and Canadian digital wireless PCS carriers. The GSM Alliance helps provide GSM wireless communications for their customers in more than 4,600 U.S. and Canadian cities and towns as well as international service.

[zuendi]

vielleicht doch nicht so schlecht der deal, wie ich auf den ersten blick annahm

dies hier stammt aus dem gestern veröffentlichten q-bericht von voicestream:


"...VoiceStream Wireless had 1.8 million customers at the end of the first quarter 2000, comprised of 1.3 million monthly subscribers and over 500 thousand prepaid customers. This represents an increase of 334% over total customers at the end of the first quarter of 1999. Subscriber revenues for the first quarter of 2000 were $170.8 million, a 220.7 percent increase over the same quarter in 1999. Prepaid revenues for the quarter were $25.2 million. Roaming revenues were $10.2 million for the first quarter of 2000, up 484.6% over the same period in 1999. Total service revenues were $206.1 million for the first quarter of 2000, up 268.8 percent over the same quarter in 1999. Additionally, VoiceStream had $33.9 million in equipment revenue and $17.0 million in other revenue for total revenue during the first quarter 2000 of $257.0 million, up 279.6 percent over the same quarter in 1999...."


wenn also voicestream auch die 1-3$ pro kunde pro monat an INSP zahlt, dann macht das immerhin 5,4mio(bei 1$/kunde und monat) - 16,2mio$(bei 3$/kunde und monat) umsatz pro quartal für INSP aus.
damit sollte sich der backlog nochmal kräftig erhöhen!

bin mir sicher, dass die 140mio dieses jahr vollgemacht werden

GO FOR IT
zündi

[venturecapital]

..was dann sogar mehr wäre, als jain grade durch seinen verkauf an erlös hat...
trotzdem wäre ich über einen guten grund für den verkauf erfreut, schließlich geht der meister ja laut seinen interviews von kursen bis zu 500$ in den nächsten 1-2 jahren aus. da erscheint es doch irgendwie seltsam jetzt zu verkaufen, wo man doch demnächst das 9 fache bekommen könnte.
hoffentlich ist die zahl der von ihm gehaltenen aktien korrekt, dann wäre es halb so wild, ansonsten fände ich das doch etwas bedenklich.

gruß
V.C.

ps. hoffentlich bringt das analystentreffen morgen mal wieder ein grünes vorzeichen!

[zuendi]

http://www.sec.gov/Archives/edgar/data/1068875/0001032210-00…

stand 25.04.00
65,701,998 aktien hält jain
20,236,346 aktien hält Acorn Ventures
14,528,000 aktien hält Pilgrim Baxter & Associates
20,236,346 aktien hält Rufus W. Lumry, III
gibt noch mehr, hab aber keinen bock die aufzuschreiben, schaut selbst nach

[zuendi]

hier ein netter artikel, der zeigt, dass jain genau auf der richtigen schiene im wireless-segment ist. die carrier wollen ihr eigenes portal und das bekommen sie von INSP.


Who Owns Your Portal?


When you surf the Web wirelessly will you still love Yahoo and AOL?

By Nikhil Hutheesing


IF YOU HAVEN`T ALREADY GONE WIRELESS IN YOUR WEB-surfing you soon will. Now, you don`t have to own a PC to get on the Net. You can flip open your cellular phone and get snippets of information--like the departure time of a flight, the price of a stock and the location of the nearest sushi joint. You can even make reservations.

As these handheld, easily portable Web access instruments proliferate, you may have to change your established viewing habits. Today, when you go to the wired Web, your first stop is likely an established portal like Yahoo, America Online or Lycos. You get your e-mail there, check your stocks and then search the Web for other sites.

This portal-dependence has made some very rich, giving Yahoo, for example, a market capitalization of $70 billion. But as handheld wireless spreads, the old telecoms like Sprint PCS, U S West, Bell Atlantic and Vodafone Airtouch hope to send Yahoo and its likes into obsolescence. They want to be your portals, your main entrance to the Internet.

The wireless Web, which is partly just a repackaging of the wired Web, can`t show pages of graphics, text and flashing banner ads on the tiny screen of a handheld device. Instead, it offers tightly focused packets of information--live stock quotes, say, or e-mail, or highway directions.

A number of portals are quickly reworking their Web sites to make them more suitable for handheld devices (see table). They must move fast because the telecom companies are working to speed up wireless connections and are upgrading their networks to operate under the Wireless Access Protocol (WAP). This standard allows a variety of handheld devices to access information from the Web.

When that happens, the carriers plan to build on their status as Internet service providers to become advertising portals. Since they always know where you are at the moment you access the Web through their ISPs, the telecoms envision new wireless services of the kind today`s portals simply can`t offer. You are driving around town and a real estate site knows that you are in the market for a new home--the carrier can make sure that a message will flash on your phone from the real estate site when you pass a house for sale. If you drive by a mall and Nordstrom is having a sale, a promotion will be sent to you on your phone. It`s getting to be lunchtime and a local restaurant or fast-food joint offers you its convenient hospitality.

Creating an ISP and a portal wrapped up in one--AT&T WorldNet, for example--is a strategy that was tried before, by the first generation of wired ISPs. But they moved too slowly. New economy upstarts like Yahoo were already there.

"We`ve seen what happened with the fixed operators, and we want to avoid the same fate," says Christopher Gent, chief executive officer of Vodafone Airtouch, the world`s biggest wireless carrier. "We don`t want to be disintermediated. Our customers will remain our customers."

In April Vodafone Airtouch joined Bell Atlantic Mobile to create Verizon Wireless, a service with 21 million voice, data and paging customers. In the next few months Verizon plans to roll out a short messaging service for cell phones as well as its very own Internet portal.

Just before Sprint PCS launched its wireless Web service last September, Jerry Yang, a cofounder of Yahoo and Jeffrey Mallet, the company`s president, paid a visit to Sprint. They suggested Sprint should make Yahoo the default home page for wireless customers. "We are creating a portal that will operate from multiple devices," says Yang. "We are taking our experience in the Web and driving it to tomorrow."

But Sprint was reluctant to give up or even to share the potential revenues with Yahoo. "Yahoo was aggressive about wanting to serve as the home page for our customers," says Andrew Sukawaty, Sprint PCS` chief executive. "But we wanted to manage our own home page with the most attractive features."

They finally struck a deal but Yahoo had to give a lot of ground. As a result, when you sign on to Sprint`s Wireless Web service, you arrive at Sprint`s own home page. Companies like Yahoo and AOL are simply listed as links. And, of course, Yahoo and AOL have to share revenue with Sprint when it sends customers their way. So will Amazon.com when you buy a book. It will make the carriers more than carriers; they will be value-added resellers. That could do wonders for their stock multiples. "Let`s be clear about our intentions," says Vodafone`s Gent. "We want to support our market cap, not Yahoo`s market cap."

In March U S West launched its Web portal BrowseNow. It lets you configure the information you want to get on your phone from the phone itself, or from a PC. Then, when you access the site wirelessly, you can pull up weather, stocks, a personal calender and any other information you want.

Such developments worry Yang and AOL`s Steve Case because the wireless Web stands to be much bigger than the wired one today. GartnerGroup predicts that in three years, more than 1 billion mobile phones will be used to access the Internet. Already, in Japan, NTT Docomo, the mobile service spun off from Nippon Telegraph & Telephone last year, has 26 million voice customers and 5 million Internet customers. NTT Docomo has a market capitalization of $34 billion, surpassing NTT itself which has a market cap of just $20 billion.

By offering the services of a portal, wireless carriers also hope to extract themselves from a bidding war for customers. About 36% of wireless users switch carriers every year. Once you get your e-mail and stock updates at the Sprint portal, you will think twice before making the move to another carrier.

You can be sure Yahoo isn`t just rolling over and surrendering. Last June Yahoo paid $80 million in stock for Online Anywhere, a company whose software formats Web sites for wireless devices. Since then Yahoo has signed deals with equipment manufacturers like Palm to include its software as standard equipment in their products.

Last December AOL acquired Tegic Communications, a company that develops software which makes it easier to enter text using a phone pad. And in May, ExciteAtHome launched a new portal allowing mobile users to access the Web to get customized news, weather, directions and personal information.

Will the telcos blow their new opportunity? That remains to be seen. Providing show biz excitement is a talent built right into Yahoo`s genes--and AOL`s. You may like your local phone company but when did you ever feel passionate about it?

source: http://www.forbesbest.com/0200/022.htm

[zuendi]

http://biz.yahoo.com/bw/000510/wa_voicest_1.html

VoiceStream Wireless Launches Wireless Internet Services

der gestrige deal müßte sich also schon in diesem quartal bei INSP bemerkbar machen.


damit sind nun online:

AirTouch
GTE
Austrian Carrier One
Vodafone Australia
US West
VoiceStream


dieses quartal soll noch AT&T an den start gehen



zündi

[venturecapital]

ui, das rauscht heute aber wieder derbe in den keller! jain hat sich auf den amerikan. boards nicht wirklich beliebt gemacht mit dem verkauf zu diesem zeitpunkt. ich hoffe, die tiefststände der letzten woche erweisen sich als ausreichende unterstützung. wärs doch schon der 16. ich denke, danach gehts wieder aufwärts in usa. langsam sind auch 0,5 punkte eingepreist.
gruß
V.C.

[zuendi]

Infospace story has no wires attached

By Bambi Francisco and Janet Haney,
CBS MarketWatch


SAN FRANCISCO (CBS.MW) -- Even though the market sentiment is sour, Infospace`s chief strategist Naveen Jain knows how to humor a crowd. Jain asked a packed meeting room at the Chase H&Q technology conference whether any attendees had ever heard the Infospace story.

When only a handful of hands were raised, Jain countered "Great that means there are a lot of new buyers out there." Infospace (INSP: news, msgs) purports to be the underlying platform that will provide wireless operators the ability to offer value-added Internet services. Those services include targeted promotions, mobile commerce transactions and other location based offerings. Six carriers have already launched with Infospace`s Internet infrastructure platform. They include AirTouch, GTE, US West, Austria One and Vodaphone Australia." Despite Jain`s promising outlook for the future of the wireless and Internet convergence, many fund managers were skeptical. "There`s still pressure to deliver, " said Anurag Pandit, who manages a small-cap technology fund for John Hancock advisors. Another portfolio manager was concerned that unless Infospace signs up long-term contracts with the wireless carriers, the telecom companies could come together to create their own services and squeezing Infospace out.

[venturecapital]

spaß macht das z.z. nicht gerade... ;(

einige auszüge aus einem artikel, den ich eben gefunden habe:

"While admitting there are "more Internet companies than
the world needs," he said Munder continues to put fresh
money to work in leading firms with strong management
and what he called a clear "P2P" or "pathway to
profitability." Appledorn did not mention specific names,
but some of the NetNet fund`s top holdings include
InfoSpace (INSP:Nasdaq - news - boards), Cisco
(CSCO:Nasdaq - news - boards) and Applied Micro
Circuits (AMCC:Nasdaq - news - boards). "
"

Riding The Four Horsemen

The panelists were asked whom they see as future
pillars of the tech-stock pantheon. That is, who will be
the new Four Horsemen, replacing Microsoft
(MSFT:Nasdaq - news - boards), Cisco, Dell
(DELL:Nasdaq - news - boards) and Intel?

Hoag named Ariba (ARBA:Nasdaq - news - boards) as
his top choice. TCV was an early stage investor.

Appledorn mentioned Ariba, Oracle (ORCL:Nasdaq -
news - boards), InfoSpace, and Critical Path
(CPTH:Nasdaq - news - boards). Munder Capital is long
all four.

McNay showered favor on Phone.com (PHCM:Nasdaq -
news - boards), Broadcom (BRCM:Nasdaq - news -
boards), and Brocade (BRCD:Nasdaq - news - boards),
of which Essex Investments is long each.

Finally, McNamee said contract manufacturers
Flextronics (FLEX:Nasdaq - news - boards) and
Solectron (SLR:NYSE - news - boards) are potential
beneficiaries of his belief that the growth potential for the
"physical side" of the Internet is underappreciated.
Integral Partners is an investor in Flextronics. "

quelle: http://www.thestreet.com/markets/aarontaskfree/936461.html

gruß
V.C.

[zuendi]

ja, sind wirklich harte zeit. die $40 sollte schon halten, sonst könnte es richtig bitter werden....


schon mal den neuen CEO im interview gesehen?

InfoSpace`s new CEO Arun Sarin says the company is focusing on wireless Internet, e-commerce and web merchants. The company also plans to focus on globalization and new market segments.

http://www.on24.com/vuwindow/scripts/vuwin.asp?id=23672&type…



er ist lange nicht so faszinierend wie jain, aber sein kontakte zu den carriern sollte von nutzen für INSP sein.



zündi

[venturecapital]

wieder mal ein interview von jain:


transcript of jain cnbc interview, 5.10.00:

Steve Frank: We are joined by the chairman of Infospace.com, who presented today
at the Chase H&Q Technology Conference in San Francisco, and he joins us from
San Francisco now, live. Naveen Jain, thanks very much for joining us. Welcome to
the Internet Investor today.

Naveen Jain: Thank you, Steve.

Frank: You were on the program a few months ago, made some rather, shall we
say, outspoken remarks with regard to the fate of a lot of companies in the dot.com
world, said most of them won’t be with us a few years from now, a few years down
the line. Is that the kind of shakeout we are currently seeing in the market? Is that
what’s going on right now?

Jain: Well, essentially as I said to (you) Steve, there are a lot of companies on the
Internet that really did not have any business model and as I said last time when we
were speaking together, that most of the e-tailers probably wouldn’t be around in the
next 16 to 18 months, which is what you’re really seeing at this point. And as the
market goes down, in some sense it’s really an opportunity for the smart investor to
buy the stock for the long term, to be able to buy the stocks that are going to be,
you know, 100 times, 200 times, 1,000 times where they are today, and essentially
able to separate the good companies from the bad companies.
If you look at Infospace, in respect to what the stock price is today, we have
continued to do what we do best, which is signing up new customers, whether it’s
AT&T or Verizon or whether it’s U.S. West or GTE, we’re constantly signing up new
customers, and if you look at it from our business perspective, the company is
today better positioned than it was three months ago when our stock was a 52-week
high. So we’re constantly building a company for the next century, and hopefully as
we continue to do our job, the stock market will realize its potential and essentially
catch up to it.

Frank: But how do you respond to what’s going on in the market today? I mean,
three months ago, your stock was at $138 a share, it’s now at $45 a share. It lost
eight points today after what was a very bullish presentation from you at the Chase
H&Q conference. In the meantime, you’ve announced a stock split, you’ve
announced a new CEO, all usually catalysts, and yet your stock keeps losing
ground.

Jain: Well, in some sense what you’re really seeing is that a nervous investor, the
first thing they do is sell the stock without understanding the fundamentals. There
were a lot momentum investors in the stock market that are essentially getting out.
Which in some sense is really good for us, because we’d rather have people owning
our stock that understand Infospace’s story, that understand fundamentally how
we’re going to change the way people access information, conduct their commerce.
And we want to educate the people so essentially the people owning our stock
really believe in how big this space could be.
Our belief is that really what we are doing is fundamentally changing the way people
are going to do these things in the next century and we are extremely comfortable
with . . . where we are.

Frank: What about the valuations in the rest of the sector outside your own stock?
Are these more rational valuations that we’re seeing in the consumer space, for
example, in the likes of a Yahoo or an Ebay or a Priceline, or in the
business-to-business space on a CommerceOne or an Ariba, or in your own space,
in the infrastructure space?

Jain: I really think that investors tend to always react in both ways. Sometimes the
stocks go ahead of their times and sometimes they really get overshold. And I really
fundamentally think at this point, the investors have really taken out all of the, you
know, things, and really the stocks are oversold. Because I really think if you look at
the companies like Infospace, we are very strong fundamentally today and the
business is only getting better. It’s surprising to see the stock being where it is. And
if I were an investor, a smart investor, now is a good time to be owning the stock
that you want to own for the next ten years or hundred years.

Frank: Let me ask you the risks associated with valuations where they are right
now. We’ve talked before about the pending merger of VeriSign and Network
Solutions. It was announced yesterday that that merger is going to be closing at a
much faster pace than most people had expected, and yet the stocks keep selling
off. The deal is worth less than half what it was just a few weeks ago.

Jain: Well, I mean, if you stop to look at it, it’s not what the deal is worth. If you stop
to look at the combined company, Network Solutions is still going to be owning forty
percent of the combined company, which is really what matters in the long term. If
there are synergies out there, they’re going to be realized now and they’re going to
be realized ten years from now. And it doesn’t really matter whether it was worth
$21 billion or $10 billion, because the company as such is going to continue to grow
at the same pace that people thought earlier.
And coming back to Infospace, you know, in some sense, we are doing things that
we promised to investors. We will continue to do what we promised to our investors.
And hopefully our investors are going to come back to us at more than $138 in
price.

Frank: Got to leave it there. Naveen Jain, always a pleasure.

Jain: Thank you very much, Steve.

Frank: That was Naveen Jain of Infospace.com, joining us from San Francisco.

gruß
V.C.

[zuendi]

übrigens, kann mir bitte mal jemand erklären, was dieser spruch bedeuten soll?

"...the telecom companies could come together to create their own services and squeezing Infospace out.."


dann könnte man ja auch sagen, dass sich die carrier zusammenraufen und bspw. einen eigenen W@Pbrowser entwickeln, um dann PHMC in die ecke zu drängen. also manche leute....ts

ausserdem, von wem wollen sie dann ihren content für die services bekommen??
da kann mir einer erzählen, was er will. für die carrier ist es am einfachsten (und wohl auch am billigsten), wenn sie alles aus einer hand bekommen und das gibts nunmal bei INSP.



wie auch immer, INSP hat erstmal eine menge carrier am haken. jetzt muß sich nur noch zeigen, wie gut das ganze funktioniert und vor allem, wann der boom endlich losgeht. ich hatte eh erst gegen ende des jahres damit gerechnet......wahrscheinlich wird es aber eher noch länger dauern




gruß
zündi

[Gilligan]

Offtopic: Die Zukunft drahtloser Netze?

http://www.adcomtech.net/spectrucell.htm

Je mehr man sich mit der Technologie beschäftigt, desto aufregender wird`s, im Juni/Juli soll der Prototyp fertig sein, meiner Meinung nach genau die Technologie, die die Telekomgiganten brauchen, um ihre Mobilfunknetze zukunftssicher (Übertragung aller Standards(GSM,UMTS,CDMA,etc.) im gleichen Netz, neue Standards sind durch einfaches Softwareupgrade ins Netz integrierbar (!)) zu machen.

Viel Glück!

Gilligan

[zuendi]

WorldSpy.com Signs Licensing and Distribution Deal with InfoSpace

WHITE PLAINS, N.Y.--(BUSINESS WIRE)--May 11, 2000--
WorldSpy to Integrate InfoSpace`s Platform, Providing "Portal-Like"
Features for WorldSpy`s Free ISP Customers


InfoSpace to Offer WorldSpy`s ISP Software Through
its Personal Desktop Portal

WorldSpy to Promote Its Free Internet Service
Across InfoSpace`s Network Of Sites
WorldSpy.com(TM), the first free ISP supported by e-commerce, today announced that it has signed an extensive agreement, with InfoSpace, Inc. (NASDAQ: INSP), a leading provider of infrastructure services for wireless devices, merchants and Web sites.

Per the agreement, WorldSpy has licensed InfoSpace`s infrastructure services, providing WorldSpy with "portal-like" features and the scalable platform needed to support them. The new features include customizable information (news, sports scores, stock quotes and weather reports), instant messaging (compatible with Microsoft`s MSN Messenger), message boards, personal calendars and address books. The new features are now available to WorldSpy`s free ISP users on its "gateway" page (www.worldspy.net).

In addition, WorldSpy`s free ISP software will be distributed along with downloads of InfoSpace`s popular Personal Desktop Portal, an easy-to-use application that helps Internet users manage their personalized news, facilitate online and wireless communications, and organize links to favorite Web sites. WorldSpy will also promote its free ISP service across InfoSpace`s network of 3,000 affiliate sites.

"Our partnership with InfoSpace will give WorldSpy`s free Internet service tremendous exposure, and increase the `stickiness` and revenue-generating potential of its shopping portal," said Sharon Rothstein, CEO of WorldSpy.com. "Combined, the two components of the deal will make our `gateway` page a vital part of our users` online experience, and propel WorldSpy towards its goal of reaching 1 million users by third-quarter 2000."

"We are enabling companies like WorldSpy.com to build an online brand using our vast resources and comprehensive infrastructure service. InfoSpace has set the standard for providing destination and portal sites, like WorldSpy, with a full suite of Internet infrastructure services that include information, personalization, messaging, promotions and transactions services," said Naveen Jain, chairman and chief strategist of InfoSpace.

When consumers log-on to the Internet via WorldSpy, they pass through its branded gateway page. From there, they can access their e-mail account; check personalized news, stocks and weather reports; read product reviews and other consumer-generated content; compare and buy products from WorldSpy or its affiliate partners; or link to other major Internet destinations. WorldSpy does not require its ISP users to make a purchase, but by making their online experience easy, pleasurable and hassle-free, WorldSpy is creating a positive, lasting relationship with its users.

About WorldSpy.com

Founded as an online shopping portal in 1997, WorldSpy.com (www.worldspy.com) launched the first free ISP supported by e-commerce in November 1999. Headquartered in White Plains, NY, WorldSpy provides users with nationwide, free Internet access, free e-mail, and 24-hour toll-free customer service while offering a gateway to online shopping. Unlike other free ISPs, WorldSpy does not subject its users to targeted advertising via floating ad bars, which occupy a portion of the screen, or other mechanisms. Offering free Internet access provides WorldSpy with low-cost customer acquisition, guaranteed recurring traffic, and unparalleled consumer branding opportunities.

At WorldSpy, consumers can compare thousands of products, read consumer-generated reviews and purchase a variety of name-brand merchandise at significant savings. The site also offers other value-adds such as frequent flyer miles, coupons, rebates and the ability to personalize the shopping experience. WorldSpy is one of the first portfolio companies launched by iCentennial Ventures, an Internet incubator and investor.

[Spready]

Hi Zündi

Gruss von Sandy

Bis bald Spready

[zuendi]

Oracle to Promote InfoSpace, Verity Products for Web Portals
By David Ward

Redwood City, California, May 14 (Bloomberg) -- Oracle Corp.,
the largest database software maker, said it will promote products
from InfoSpace Inc., Verity Inc. and others as it seeks to boost
sales of its software for creating personalized business Web
pages.

Oracle will sell news and information from InfoSpace, Factiva
Inc. and others, as well as tools such as search engines from
Verity and Autonomy Inc., with its Internet-portal software that
allows companies to build personalized Web pages for its employees
and customers.
``Our goal is to have this catalog, this community of
venders, to complement our product,`` said John Magee, director of
Oracle`s platform marketing group.

Oracle last year began selling its portal software, which
allows companies to create specialized Internet sites that give
employees access to both internal information and news,
entertainment or information from outside vendors.

The product is designed to work with Oracle`s largest
product, its database software, which helps companies manage and
use large amounts of corporate data such as inventory, sales leads
and customer contacts.



http://quote.bloomberg.com/fgcgi.cgi?s=AOR8VYRXkT3JhY2xl&T=m…

[Fra Diabolo]

Hübsches Posting aus dem RB-Board. Für alle, die nicht so genau wissen, was sie machen sollen: lest vor allem den letzten Satz.

Have been sitting back a bit and observing what is taking place. By and large, and with few exceptions, people are myopic and totally fixated on the short term. That is what happens during corrections. This board should be renamed the Short Term Infospace Board.

When the bull returns, it will do so with force, and there is every reason to believe this stock will participate. When a market corrects, 3 out of 4 stocks go lower. The reverse is true when the market goes higher.

If the business plan for insp plays out, there is the potential for hundreds of millions per month in revenue growth, and with such high margins, much of this will drop to the bottom line. The rate of growth is extraordinary and it will eventually get reflected in the stock.

Remember, the Microsoft millionaires didnt get rich by day trading.

Viele Grüsse
FD

[zuendi]

jetzt auch bei yahoo:

Oracle launches portal partnership

REDWOOD SHORES, Calif., May 15 (Reuters) - Software giant Oracle Corp. (NasdaqNM:ORCL - news) on Monday said it would team up with providers of content and other programmes for Internet gateways known as portals to offer companies a complete package for their own online sites.

The 10 members of Oracle`s Portal Partner Initiative include Autonomy Corp. Plc, Electronic Data Systems Corp. (NYSE:EDS - news), Ernst & Young, Factiva, InfoSpace Inc. (NasdaqNM:INSP - news), iSyndicate, Net Perceptions Inc. (NasdaqNM:NETP - news), SiteScape Inc., Verity Inc. (NasdaqNM:VRTY - news) and WebEx Inc..

Partners who join the Oracle Portal Partner Initiative will receive technology, training and support for Oracle`s Enterprise Portal framework.

Oracle`s Enterprise Portal framework manages users, Web-based information and applications the same way companies currently manage other software infrastructure pieces, such as directories and e-mail systems.

[zuendi]

und nochmal

InfoSpace Partners With Oracle to Bring Its Award-Winning Platform For Consumer Services Into the Enterprise Space

REDMOND, Wash., May 15 /PRNewswire/ -- InfoSpace, Inc. (Nasdaq: INSP - news), a leading global provider of information and commerce infrastructure services for wireless devices, merchants and Web sites, today announced it has partnered with Oracle to deliver the platform of solutions or services for the open Oracle Enterprise Portal. InfoSpace will be providing Oracle`s enterprise portal software, WebDB, with a comprehensive suite of services called portlets, that will enable enterprises to easily and quickly create their own customized portals.

Using WebDB, Oracle`s enterprise customers will now be able to create corporate portals custom-designed to meet users` needs as well as their own business objectives. InfoSpace`s comprehensive platform of services will be offered as portlets, or sub services, and will be accessible on Oracle`s enterprise software. The services will allow enterprise customers to offer their users everything they need to communicate, access information and otherwise manage their lives from any device.

``This partnership with Oracle is another example of how our comprehensive services are being used in the enterprise market,`` said Naveen Jain, chairman, InfoSpace. ``Now, using our suite of services, Oracle can enable their enterprise customers to create a complete portal that is customized to fit their needs and their user base.``

``The Internet began a race for widespread information access, now the race is to manage the Internet information glut by centralizing relevant, and timely information for individual use,`` said Jeremy Burton, Oracle vice president, Internet Platform Marketing. ``Corporate portals built using Oracle`s Portal framework and InfoSpace will help solve the information and application management problem, while our partners provide vital, value-added integrated services to a hungry marketplace.``

[zuendi]

mal wieder eine echte achterbahnfahrt heute

nix für schwache nerven



SLAP
zündi

[zuendi]

na also:

Wireless Users Would Pay More for Internet Service, Study Says
By Lisa Levenson

Washington, May 15 (Bloomberg) -- Wireless-telephone
customers would be willing to pay $61 more for an Internet-ready
phone and an extra $13 a month for Web access on that device,
according to a study by The Strategis Group.

The report also found that 30 percent of wireless users and
49 percent of potential users are interested in a phone that would
let them send and receive e-mail. The Strategis Group reported the
findings in its CellTRAC study, which is based on quarterly
household surveys and published semiannually.
``New users are much more likely to depend upon wireless for
all of their Internet and e-mail access, bypassing fixed Internet
access altogether,`` Elliott Hamilton, a senior vice president at
Washington-based The Strategis Group, said in a statement.

The market research and consulting firm`s study also found
that 53 percent of cell-phone users are female, and 47 percent are
male. The average monthly bill for all users was $55, with 12
percent of users choosing a prepaid service plan.

AT&T Corp.`s Wireless Group, Nextel Communications Inc. and
Sprint Corp.`s PCS Group are among the carriers offering wireless
Internet access in hopes of boosting phone usage.


http://quote.bloomberg.com/fgcgi.cgi?s=AOSBHNhaOV2lyZWxl&T=m…

[zuendi]

"......Prince Alwaleed also bought stakes in Priceline.com , InfoSpace Inc and Doubleclick Inc for $50 million in each, the statement added......."


http://biz.yahoo.com/rf/000516/l16346644_2.html

[internetti]

!

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

[zuendi]

Saudi prince invests $1 bln in U.S. stocks

By Diana Abdallah

DUBAI, May 16 (Reuters) - Saudi Arabia`s billionaire Prince Alwaleed bin Talal said on Tuesday he recently invested $1 billion in 15 U.S. companies, including six Internet firms and two telecommunications giants, after studying more than 100 similar firms.

``We decided that if I need a basket of Internet companies then those are the ones,`` the prince told Reuters from his office in Riyadh.

A statement from the prince`s Kingdom Holding Company in Riyadh said his investments included $50 million each in Internet firms Amazon.com Inc (NasdaqNM:AMZN - news), eBay Inc(NasdaqNM:EBAY - news), Internet Capital Group Inc (NasdaqNM:ICGE - news), Priceline.com (NasdaqNM:PCLN - news), InfoSpace Inc (NasdaqNM:INSP - news) and Doubleclick Inc (NasdaqNMCLK - news).

Asked if he planned to invest more in the six Internet companies, he said: ``Sure. If the price corrects to my (target) entry level and my investment gives me a high return, then yes``.

``Internet is here to stay. People have to be selective in what stocks they choose,`` he said.

The prince said despite the growing number of Internet companies ``there is room for certain companies to stay``.

He added that his $1.05 billion investment in America Online Inc (NYSE:AOL - news) ``is my real anchor in Internet investment``.


WORLDCOM STAKE LARGEST

The statement said the $1 billion of new investments also included stakes of $50 million each in Coca-Cola (NYSE:KO - news), Pepsi Co Inc(NYSE:PEP - news), McDonald`s Corp(NYSE:MCD - news), Walt Disney Co(NYSEIS - news), Ford Motor Co (NYSE:F - news), Gillette (NYSE:G - news) and Procter & Gamble (NYSE:PG - news).

His largest single purchase was a $200 million stake in telecommunications giant WorldCom Inc (NasdaqNM:WCOM - news), and he also bought $150 million worth of AT&T Corp(NYSE:T - news), it said.

The announcement was made more than a month after the prince -- known for his high-profile international investments -- said he invested another $1 billion in U.S. technology stocks.

Alwaleed`s new investments raised the value of his technology, media and telecommunications portfolio to $7.8 billion, his company statement said.

``The investments were made when stock prices suffered several blows over the past few months. The prince made the bulk of the acquisitions right when the market corrected in mid-April,`` the statement said.

``Jittery prices and panic situations are ideal for investing provided one knows exactly when to buy. This is the prince`s trademark,`` it quoted a source close to the prince as saying.

Alwaleed -- who also has substantial investments in Saudi Arabia and the Middle East -- was ranked last year by Forbes magazine as the richest businessman outside the United States.

The 43-year-old prince, who is a nephew of Saudi King Fahd, told Reuters last month he was taking a cautious approach to the technology sector and would not be swept away by dotcom frenzy.

In Washington, USA Today reported on Tuesday that none of the prince`s new investments was large enough to require disclosure under Securities and Exchange Commission regulations.

It quoted him as saying he was publicly disclosing the investments as a courtesy because of his ``stature nationally and in the Middle East``.

``It`s important to have the public know that slowly, but surely, I am shifting from old economy to new economy (stocks),`` he said.

The prince also holds investments in banks, hotels, broadcasting, airlines, computers, cars and real estate.

[zuendi]

http://www.attws.com/personal/explore/pocketnet/index.html


AT&T ist dann wohl auch soweit


sollte diese woche wohl noch offiziell bekanntgegeben werden



zündi

[Buzzz]

Coole Aktie Infospace, habe mir vor ein paar Wochen auch ein paar ins Depot gelegt!!!!

Habe auf http://www.aktienboard.com einen coolen Vergleich zwischen Inktomi und Infospace gelesen (absolut emfehlenswert!!!!), da ich mir nicht sicher war welcher Wert die besseren Zukunftsaussichten hat! Hab mich dann doch für INSP entschlossen!! Long and strong on wireless!!!!

PS: Schaut euch mal PUMA Technology an, die sind im selben Sektor und haben massig korrigiert! Ist ein Einstieg sinnvoll????

[zuendi]

Rx Remedy and InfoSpace Announce a Broad eHealth Initiative In a Multi-Million Dollar Multi-Year Marketing Agreement

Rx Remedy to Pay InfoSpace up to $21 Million To Jointly Develop and Offer an Extensive Health Channel


WESTPORT, Conn. and REDMOND, Wash., May 17 /PRNewswire/ -- Rx Remedy, Inc., a leading provider of health information and interactive tools (Health-Life Services), today entered into a three-year agreement with InfoSpace, Inc. (Nasdaq: INSP), the global provider of infrastructure services for wireless devices, merchants and Web sites.

Under the terms of the agreement, Rx Remedy`s HealthSCOUT will be the default preferred provider of the health channel and exclusive drugstore channel for InfoSpace`s affiliate network, Personal Desktop Portal, and wireless partners. InfoSpace`s affiliate network consists of over 3,000 Web sites in addition to more than 24 wireless carriers worldwide, all five regional Bell operating companies, leading merchant banks and other local media networks. InfoSpace`s affiliate network reaches 90% of all Internet users, according to the company research. The health channel will include a wealth of health information and interactive applications, health management services, e-commerce for drugstore-related products and services, and connectivity to healthcare providers and payers.

Under the terms of the agreement, InfoSpace will receive up to $17.5 million in cash for distribution and certain guaranteed exposure of HealthSCOUT`s content across InfoSpace`s extensive network. In addition, Infospace will receive $3.5 million in 2.6% equity in Rx Remedy`s Internet subsidiary over a term of up to 3 years. InfoSpace will also receive commerce fees on transactions that occur through the new health channel.

-- "The health channel is an important addition to InfoSpace`s consumer
offerings to our affiliate network," said Naveen Jain, chairman of
InfoSpace. "This initiative brings together two companies with very
complementary strengths. Combining our extensive reach with
HealthSCOUT`s consumer-connectivity model, we expect to make our health
channel an integral part of consumers` everyday life."

-- "We are the leading provider and distributor of online Health-Life
Services and our goal is to add value to virtually every health
transaction on the Internet," said Karamjeet Paul, chief executive
officer of Rx Remedy. "Through our partnership with InfoSpace, more
consumers will have access to Rx Remedy`s healthcare information and
tools than ever before. This agreement not only advances our position
as a healthcare consumer connectivity player, but also represents a
major step toward becoming the leader in Health-Life Services."

[zuendi]

InfoSpace Goes Live with Onyx Front Office; Leading Provider of Infrastructure Services For Wireless Devices, Merchants and Web Sites, Deploys Leading e-Business Solution


BELLEVUE, Wash.--(BUSINESS WIRE)--May 17, 2000--Onyx Software Corporation (Nasdaq:ONXS), a leading supplier of enterprise-wide customer-centric e-business solutions, today announced that InfoSpace (Nasdaq:INSP) has completed an enterprise-wide implementation of Onyx Front Office 2000.

InfoSpace is a leading provider of commerce, information and communication infrastructure services for wireless carriers, merchants and Web sites. InfoSpace has a blue-chip affiliate network that consists of over 25 wireless carriers worldwide, relationships with all five regional bell operating companies and leading merchant banks that provide services to thousands of merchants, and over 3,000 Web sites reaching over 90% of all Internet users.
"In today`s Internet economy, time is critical and customer loyalty is key," said InfoSpace chairman, Naveen Jain. "Onyx understood this from the start and provided the roadmaps and Web technology we needed to get up and running quickly."

Choosing a Solution for Customer-Centric E-Business

InfoSpace began its selection process for a front office system in early 1999, shortly after the Redmond, Wash.-based company went through its initial public offering. InfoSpace needed to integrate the efforts of its home office with its New York and San Francisco-based branch offices and required a solution that could handle rapid growth while customizing with ease.

"We`re growing quickly and needed a technology solution that can both meet our business needs and grow with us as our company scales," said InfoSpace product manager Doug Irvine. "We wanted a solution that would help us share information internally, better acquire and retain customers and help us work with our partners over the Web. We felt Onyx had the best technology, would work with us to meet our implementation timeline, and would be there to help us succeed. We are extremely pleased with how effectively the Onyx team helped us identify critical business processes and map the technology to meet our goals. We feel very positive about the sophisticated customer-centric system we now have in place with Onyx."

InfoSpace Growth Expands Onyx Project

During the Onyx implementation, InfoSpace grew from 170 to 500 employees. The Onyx team adjusted its technology and implementation strategy mid-project in order to incorporate a growing number of users. Easy-to-change configurations in Onyx Front Office allowed Onyx consultants to accommodate this flux and deliver promised capabilities in just 10 weeks. Onyx Front Office has been implemented in three departments: project management, sales, and customer service. The goals of the project were to consolidate information from across the enterprise into a centralized database, to streamline processes, and to coordinate sales contract management.

With the automation of contract management using Onyx`s Form Manager, regional sales representatives receive timely e-mail notifications when a contract in their sales territory is up for renewal. This provides the sales rep with a critical prompt to renew an existing contract and initiate a follow-up sales plan, which has already resulted in return on investment. In addition to meeting core implementation objectives, the InfoSpace project management team can also monitor Web use, allowing them to leverage their customers` Web usage, compile a history of their tendencies and preferences, and use this information to provide a more thorough and responsive customer experience. InfoSpace is also in the process of integrating Onyx Front Office with JD Edwards` back-office functionality.

"At InfoSpace, we offer the best of the Web anytime, anywhere, and on any device, including wireless devices. We expected the same scalability and flexibility from our front office solution, and we are delighted with our choice of Onyx Front Office," said Irvine.

[zuendi]

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

AT&T Wireless Services Introduces Free, Unlimited Access to The Wireless Internet

AT&T Digital PocketNet(SM) Service Offers Over 40 Web Sites and Personal Web Site



REDMOND, Wash., May 17 /PRNewswire/ -- AT&T Wireless Services today will again lead the industry in changing the way people use their wireless phones by introducing AT&T Digital PocketNetsm service.

AT&T Digital PocketNet service provides unlimited wireless access to over 40 wireless Internet web sites at no extra charge when customers purchase one of two new wireless Internet phones and sign up for any AT&T Wireless Services digital voice plan. The new service offers customers access to nearly twice as many web sites than its competitors and provides a Personal Web Site for every subscriber.

AT&T Wireless Services customers who want additional on-line wireless capability, such as e-mail, personal organizer services and access to the Internet portal Excite, can select from two flat-rate, all-you-can-use pricing plans.

``We`re continuing to participate in one of the greatest revolutions in communications by bringing together two of the world`s most powerful mediums -- wireless communications and the Internet -- and placing them in the hands and pockets of our customers,`` said John D. Zeglis, Chairman and CEO of the AT&T Wireless Group. ``Introduced just three weeks after the country`s largest IPO, our new AT&T Digital PocketNet service offers a highly personalized way for people to bring their wireless phone and the Internet together.``

AT&T Digital PocketNet service is offered at three levels when combined with any AT&T Wireless Services digital voice plan:


-- Free -- The Basic Plan includes more than 40 sites designed
specifically for use on a wireless Internet phone. Customers receive
the AT&T Personal Web Site, which serves as both their personal portal
site and as a place to personalize their wireless phone experience.
-- $6.99 per month -- The Plus Plan gives customers access to AT&T Digital
PocketNet e-mail and faxing services (150 fax pages per month included)
along with all of the Basic services. Customers can gain access to
their existing AT&T WorldNet e-mail, Excite Inbox e-mail, and other e-
mail boxes supporting POP3 (Post Office Protocol) access.
-- $14.99 per month -- The Premium Plan provides access to Calendar,
Contacts and To-Do lists while including all of the Basic and Plus
services. The Premium Plan also allows customers to gain filtered text
access to any web site by entering the URL on their phone or AT&T
Personal Web Site. Soon, customers will be able to download software
to synchronize these services with most major organizers at no extra
charge. And customers receive access to the Excite Mobile portal,
which features additional e-mail, organizer functions, and web content.


AT&T Digital PocketNet service gives customers their own AT&T Personal Web Site

AT&T Digital PocketNet service provides customers with their own secure AT&T Personal Web Site, allowing customers to share Internet services between their wireless phone and any Internet accessible computer.

The web site`s ``My Page`` feature gives customers access to personalized information, such as weather, news, and stock quotes. If customers have selected the Plus or Premium plan, they can manage their e-mail, calendar, contacts and to-do lists from their wireless phone or Personal Web Site - providing the first, true bridge between wireless phones and the Internet.

``AT&T Digital PocketNet service will change the standard for accessing the wireless Internet,`` said Mohan Gyani, president and CEO for AT&T Wireless Services. ``The unlimited access to the wireless Internet enables more people to obtain information in over 3000 cities across the U.S.``

Wide variety of services available through more than 40 wireless web sites

AT&T Digital PocketNet service fundamentally changes the way people use the wireless Internet with its wide variety of e-commerce, informational, and entertainment services. ABC-NEWS.com, Barnes & Noble.com, DLJdirect, eBay, ESPN.com, E*TRADE, MapQuest, TD Waterhouse, The Weather Channel`s weather.com and Travelocity are just some of the more than 40 sites designed for AT&T`s Digital PocketNet service. With these sites, customers can shop for books, trade stocks, participate in on-line auctions, find directions, make flight reservations, and check news, sports, and weather. (complete list of web sites listed below.)

New wireless Internet-ready phones combine rich features with ease of use

Customers signing up for AT&T Digital PocketNet service can use either the Ericsson R280LX or Mitsubishi MobileAccess T250 wireless phones. Both handsets are Digital multi-network phones which use the AT&T Wireless IP (Internet Protocol) Cellular Digital Packet Data (CDPD) network for data services and the TDMA (Time Division Multiple Access) network for digital voice services. The Ericsson R280LX has a suggested list price of $99.99; the Mitsubishi MobileAccess T-250 lists for $199.99.

TDMA technology, offered by AT&T Wireless Services, is the most deployed digital standard in the Americas, covering 253 million potential customers across the United States and has more than 17 million subscribers across the U.S. and Canada. The AT&T Wireless IP network uses CDPD technology that provides data speeds up to 19.2 kbps and is available in more than 3,000 cities across the nation.

Customers can sign up for AT&T Digital PocketNet service at most AT&T stores or authorized dealer, by calling 1-800-IMAGINE or on the web at www.att.com/wireless.

[zuendi]

bestimmt zum 10.mal....

Infospace Inc. Reiterated Near-Term `Buy` at Merrill

Princeton, New Jersey, May 17 (Bloomberg Data) -- Infospace Inc. (INSP
US) was reiterated near-term ``buy`` by analyst Henry Blodget at Merrill
Lynch. The long-term rating was also reiterated ``buy.``


http://quote.bloomberg.com/fgcgi.cgi?s=AOSKlmBJXSW5mb3Nw&T=m…

[zuendi]

we moved to:
http://www.wallstreetonline.de/community/board2/ws/thread/13…