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** INFOSPACE ** INSP 917694 Research Teil1; Start 2.9.00 - 500 Beiträge pro Seite


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Begriffe und/oder Benutzer

 

Willkommen im Research-Thread. Es gibt schon etliche, ich weiss. Ich selbst bin seit der Übernahme von Go2Net investiert (vor 37 Tagen). Nachdem INSP nun anfängt zu steigen, möchte ich hier News/Analysen, ähnlich meinen anderen Threads posten. Mitarbeit wird nat. gern gesehen.

Um den Thread wiederzufinden, einfach nach User <kiko> suchen.

Yours digitally
KiKo


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INFOSPACE / (+Go2Net)
_________________________________________________________


INSP konnte seit Dienstag Mittag von rund 28 $ bis Donnerstag auf 39 $ zulegen. Dies entspricht einem Zuwachs von knapp 40%.
Aufgrund der Ermangelung von Unternehmensmeldungen, die einen derartigen Anstieg rechtfertigen koennten, ist der Anstieg primaer auf chart-/markttechnische Faktoren zurueckzufuehren.

Wir sehen weiteres Kurspotential und nehmen den Wert in unsere Recommend List auf. Ferner steht Mitte September ein Analysten-treffen an, auf dem die Akquisition von Go2net weiter konkretisiert werden soll. Ende Yuli gab INSP nach Bekanntgabe der Uebernahme von Go2net (GNET) stark von rund 50 auf 30 $ ab.

Derzeit bei 39 $, besteht bis zum Hoechststand von 138,5 $ zu Anfang Maerz starkes Erholungspotential.

Waehrend Infospace sich vom Internetportalunternehmen zum Infrastrukturanbieter im Bereich wireless Infrastruktur/Mobile Internet wandelt, bietet Go2Net vornehmlich Internetinhalte, betreibt die Suchmaschine Metacrawler und entwickelt und vermarktet
E-Payment-Loesungen fuer E-Commerce.

InfoSpace kooperiert dabei im Wireless-Bereich mit fuehrenden Anbietern wie AT&T oder VoiceStream Wireless, was den hohen technologischen Entwicklungsstand des Unternehmens dokumentiert.

Die starken Abgaben waren auf die Unsicherheit der Anleger zurueckzufuehren, inwiefern die unterschiedlichen Geschaeftsmodelle zusamenpassen. Diese Befuerchtung teilen wir nicht, da insbesondere die Internet-Inhalte und E-Commerce-Loesungen von Go2Net das Infospace-Leistungspektrum hervorragend ergaenzen.
Ferner operiert Go2Net bereits seit knapp 1 Jahr profitabel.

RATING

InfoSpace ist derzeit mit einem wenig aussagekraeftigen 2001e-KGV von rund 500 bewertet, wobei hohes Ertragspotential besteht.
Die Umsaetze sollen den Prognosen zufolge von rund 37 Mio USD in 99 auf nahezu 1 MRD bis zum Jahr 2005 ansteigen.

Angesichts des hohen technologischen Entwicklungsstandes im zukunftstraechtigen und wachstumsstarken Wireless-Sektor erscheint die ambitionierte Planung durchaus realisierbar. Ferner wird durch die zunehmend profitabel operierende Go2Net die Ertragskraft gestaerkt. Sowohl INSP als auch GNET konnten die Analystenerwartungen im letzten Quartal um 80%/50% ueberbieten.

Vor diesem Hintergrund wird das Mitte September stattfindende Analystentreffen, auf dem Details zur Go2Net-Uebernahme kommuniziert werden sollen, mit Spannung erwartet. Wir erwarten weitere Kursimpulse, nehmen den Titel in unsere Recommend-List auf und empfehlen ein langfristig ausgerichtetes Investment.

Der Chart:



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Yours digitally
KiKo
Feine Aktie, feiner Threat, werde mich bei Neuigkeiten sofort melden
habe eine kleine ergänzung bzw begründung parat die unter anderem für den fulminanten anstieg verantwortlich sein könnnte; in den "big chart news" für insp kann man (nachricht vom 31 08 ) eine aufnahme von insp in den "fortune 50" nachlesen.
Hier die Meldung:
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InfoSpace, Inc. to Join Fortune E-50 Index

Business Wire - August 31, 2000 17:49
NEW YORK--(BUSINESS WIRE)--Aug. 31, 2000--

FORTUNE announced today that InfoSpace, Inc. (NASDAQ: INSP) will be added to the FORTUNE e-50(TM) Index (FEX) after the close of trading on Tuesday, September 5, 2000, replacing component eToys Inc. (NASDAQ: ETYS).

InfoSpace, based in Bellevue, Washington, is a provider of infrastructure services ranging from content and technologies, to websites and wireless devices. In July 2000, InfoSpace announced an agreement to acquire Go2Net, Inc. (NASDAQ: GNET) in a stock transaction. InfoSpace reported 1999 revenue of $36.8 million.

Index components are generally removed from the Index if, during a 25-consecutive-trading-day-period, a company`s closing share price falls below $5.00, daily trading volume is less than 100,000 shares, or total market capitalization is below $100 million. Over the past 25 trading days, eToys` closing share price remained below $5.00.

The FORTUNE e-50 Index was developed by the editors of FORTUNE to be the definitive benchmark of the Internet economy. Index component selections are made at the discretion of the FORTUNE Index Committee. In general, the Committee selects the 50 companies that best represent the Internet economy in the subsectors of e-Companies, Internet Communications, Internet Hardware, and Internet Software and Services.
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Yours digitally
KiKo
Sept. 1, 2000--Today, on RadioWallStreet.com,
Joseph Gunnar & Co. Chief Market Strategist, Donald Selkin
to discuss payroll reports, FED policy, and his stock recommendations, which include EchoStar Communications Corporation (NASDAQ: DISH), InfoSpace, Inc. (NASDAQ: INSP), Atmel Corp. (NASDAQ:ATML) and Nokia Corporation (NYSE: NOK).
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Yours digitally
KiKo
Tuesday September 5, 8:30 am Eastern Time

Press Release
SOURCE: InfoSpace

InfoSpace Provides SBC Wireless With Platform and Suite of Services to Power Newly Launched Wireless Internet
Pacific Bell Wireless brand launches mobile Internet powered by InfoSpace

SAN ANTONIO and BELLEVUE, Wash., Sept. 5 /PRNewswire/ -- SBC Wireless, a leader in global communications, and InfoSpace (Nasdaq: INSP - news), a leading global provider of cross platform merchant and consumer infrastructure services, today announced the availability of InfoSpace-powered mobile Internet services to Pacific Bell Wireless subscribers. The announcement comes just over one month after SBC Wireless announced that the company had selected the InfoSpace platform for its mobile Internet offering, called ``My Wireless Window.`` SBC Wireless will continue the roll out of wireless Internet services built on the InfoSpace platform in the next several months through all of the company`s wireless affiliates nationwide, which include Southwestern Bell Wireless, SNET Wireless, Nevada Bell Wireless, Ameritech Cellular1 and Cellular One2.

(Photo: http://www.newscom.com/cgi-bin/prnh/20000420/INFOLOGO)
InfoSpace`s wireless infrastructure services enable Pacific Bell Wireless subscribers to send messages from any wireless Internet capable mobile handset on the Pacific Bell Wireless network or from their PC to any e-mail capable device; access personalized, fully customizable and/or location-based information, including weather, stock reports, news and sports updates; and access personal information services such as an address book, calendar and to-do list.

``By working with InfoSpace, we were able to quickly roll out a wide range of personalized, fully customizable mobile Internet services, under the trusted Pacific Bell Wireless brand, that are most conducive to how people use and interact with their mobile phone,`` said Stephen Carter, president and CEO of SBC Wireless. ``We look forward to continuing our work with InfoSpace as we plan to roll out `My Wireless Window` to all five remaining SBC Wireless affiliates and broaden the range of services we offer our subscribers.``

``InfoSpace provides wireless carriers with a way to quickly launch wireless Internet services optimized for mobile devices under their own brand and is defining a new standard for the wireless industry,`` said Arun Sarin, chief executive officer of InfoSpace. ``We are pleased to see our momentum continue as SBC Wireless launches mobile Internet services built on the InfoSpace wireless platform to the subscribers of Pacific Bell Wireless.``
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Yours digitally
KiKo
InfoSpace Named to Fortune`s e-50 Index


InfoSpace`s vision, rapid evolution, global presence and expansive reach firmly establish the company as a leader in the Internet economy

BELLEVUE, Wash., Sept. 7 /PRNewswire/ -- InfoSpace (Nasdaq: INSP - news), a leading global provider of merchant and consumer infrastructure services for wireless and other platforms, today announced that it has been named to Fortune Magazine`s e-50 Index, an honor given to the fifty companies Fortune editors believe best represent the Internet economy.

(Photo: http://www.newscom.com/cgi-bin/prnh/20000420/INFOLOGO)
``This announcement is a testament to the widespread adoption of our device independent services and further validates our position as a leader in the Internet economy,`` said Arun Sarin, CEO of InfoSpace. ``Today, InfoSpace services have an unduplicated reach of 92 percent of all Internet users and access to more than 88 percent of US wireless subscribers. We are fundamentally changing the way people around the world communicate, access information, conduct commerce and manage their lives anytime, anywhere, from any device.``

InfoSpace`s wireless services have been selected by leading carriers worldwide to serve as the foundation for their roll out of mobile Internet services. In the US, 4 of the top 5 carriers have all launched wireless Internet services built on the InfoSpace platform. These include Verizon Wireless, AT&T Wireless, SBC Wireless and ALLTEL.

InfoSpace`s merchant services are available through InfoSpace`s broad distribution network including all of the regional bell operating companies that are subsidiaries of BellSouth, SBC, Verizon and Qwest and top merchant banks including American Express and Bank of America.

InfoSpace`s consumer services reach more than 92 percent of all Internet users through the company`s affiliate network which has grown to more than 3,100 Web sites including AOL, Microsoft, Lycos, Disney`s GO Network and NBC`s Snap.

InfoSpace`s recent announcement that they have entered into an agreement providing for the acquisition of Go2Net positions the company to tap the market for broadband wired (DSL and cable) and broadband wireless (2.5G and 3G) services such as interactive gaming, television and other entertainment services. In addition, the announcement brings full back end payment processing to InfoSpace`s existing commerce services, allowing InfoSpace to offer everything a merchant needs to conduct the entire lifecycle of a transaction, one of the key drivers of mobile commerce adoption.
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Yours digitally
KiKo
Für alle die Interesse haben, ein etwas älteres Interview mit Naveen Jain:
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Naveen Jain Founder and Chairman of InfoSpace
June 30, 2000


Note: During this event, Naveen Jain`s participation was entered into the online arena via a typist. In the transcript, separation of sentences with ellipses (`...`) is due to the real-time succession of the speaker`s comments. Nothing has been omitted.
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Michael Fitzgerald: Hello, folks, and welcome to the Redherring.com`s third Live Q&A session! My name is Michael Fitzgerald, and I`m Redherring.com`s News editor. As those of you who attended our last events with Jim Breyer and Andy Hertzfeld know, our series allows Herring readers to have closer interaction with tech industry players and personalities. Today`s guest will be Naveen Jain, a noted figure in the world of Internet business.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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

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

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

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

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

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

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

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

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

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

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

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

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

Michael Fitzgerald: You`re kidding, right?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Michael Fitzgerald: Have a happy Fourth of July weekend, and remember, our next event is with venture capitalist Ann Winblad, Tuesday July 18, 1 pm PDT.
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Yours digitally
KiKo
ist es eigentlich notwendig, dass Ihr Eure gefundenen Analysen, Meinungen und Kommentare in englisch reinstellen müßt`s? Noch dazu in voller Schönheit und Länge?
Könntet`s Ihr wenigstens am Schluß eine kurze Zusammenfassung in Deutsch wiedergeben? Oder ist euer Englisch genausogut wie das Meine?

Nichts für Ungut

MfG:)
P-850
Eine Zusammenfassung auf Deutsch würde ich auch begrüßen.

Greetings
MS
Today Kaufempfehlung:

InfoSpace Inc INSP; Bear Stearns at Buy -- set $80 price target on InfoSpace, a content services provider.

-- "INSP is the nexus between individual content and applications and their distribution through the Internet, enabling users to access information, content and conduct

commerce from any device, anywhere, anytime."


Yours digitally
KiKo
High Hopes for InfoSpace


InfoSpace has no profits, but it seems to be the top dog with a sustainable advantage in its industry. It also has excellent past share appreciation, good management, and people who think it`s overvalued. It doesn`t have a household brand yet, but it`s imaginable that it could. All in all, InfoSpace has the look of a Rule Breaker.

By David Gardner
September 12, 2000

In yesterday`s report, I encouraged us to think of InfoSpace (Nasdaq: INSP) as the top dog and first-mover in the "everywhere-to-everywhere digital activity" industry. Does that sound like an industry? I`m still scratching my head at my own language there, but I have to blame InfoSpace for doing that to me.

As I`ve written in our 1999 book Rule Breakers, Rule Makers (my personal favorite of the books we`ve written, though I enjoyed writing them all), companies that defy a traditional industry classification are often providing you an early indicator that they`re jaunty, strutting Rule Breakers. InfoSpace is one of them. How do you assemble the language necessary, fetch up des bons mots, when you`re trying to describe a business that is taking numerous many-angled licks off of the proverbial e-commerce ice cream cone? If you`ll recall the brief subway example in yesterday`s report, you know what I mean. If you don`t recall it... what are you, some two-timin` once-a-month-or-so visitor? Get Foolish! (And don`t miss those freebies!)

So, how do others describe this company? Well, in his Motley Fool Research Internet Report on the wireless Web, analyst Paul Larson calls InfoSpace "a portal`s portal." That`s apt. In the context of the wireless world, Paul views the company as a "wireless application service provider" (WASP). Paul sees InfoSpace as the early leader of the WASPs.

How does Matt Tompkins (Y2Krash), author of the best-selling series of reports Ten Companies That Will Rule the World over at Soapbox.com characterize InfoSpace? He contends that Infospace is in the process of "becoming one of the most dominant and profitable forces in the online universe."

Similarly high hopes are already built into the stock price, obviously. As we discussed yesterday, the company has no profits at present and a price-to-sales ratio exceeding 140. If you took the time to read a Rule Breaker run-through-the-rings that fellow Fool Matt Mick (mmick) gave the company in this posting that I discussed yesterday, you`ll notice that he ended his January surmisings with this line: "Current market cap of $13 billion and a potential to be 5 times that high."

As of this writing, eight months later, its market cap is just $9.4 billion, and yet most of the company`s operations and strategic moves this year (including its agreement to merge with Go2Net, which gets a good treatment on Tech Advisor`s Soapbox discussion board, have gone well. And, yet, the stock is down from a high of $138.50.

Perhaps this points to a repeat cycle we`ve seen in biotechnology, Internet, etc., which is that new technologies can get dramatically overvalued in the short term, while still remaining (for Fools) dramatically undervalued for the long term. Long-term shareholders of Amgen (Nasdaq: AMGN), for instance, would be nodding their heads about now.

Sustainable advantage
By dint of sheer momentum and now its increasing heft, InfoSpace grades out for me as (yes, indeedy) having a 2-3 year sustainable advantage. I don`t see anyone invading `Space`s space to a truly harmful degree for at least two years, and it is hard to project this industry much past that.

The company has solid deals with all the regional Bells as well as a host of international phone companies. One of our own resident wireless aficionados, Keith Pelczarski (TMF Czar), suggested to me that InfoSpace`s biggest competitive enemy could wind up being its own partners, should the Bells ever "wake up" and decide that they can and want to provide all these services themselves, rather than outsourcing to InfoSpace. Keep your eyes peeled.

Further, cast a frequent eye on NTT DoCoMo over in Japan, whose "i-mode" product is catching on in a gargantuan way with Japanese consumers who happily pay premium monthly bills for Net access via their cell phones. For more on DoCoMo, see this discussion board post. The company is inking numerous worldwide agreements and is already undoubtedly a major long-term global player in terms of offering Internet service to cell phones.

From an InfoSpacecentric (what a word) standpoint, though, InfoSpace continues to work to support numerous different platforms, standards, and devices, of which i-mode may be just another.

Excellent past price appreciation
This third attribute of Rule Breakers requires that a company sport relative strength of 90 or higher, indicating excellent stock performance over the past 12 months. As of this writing, that figure stands at 97, meaning that InfoSpace has outperformed 97% of all other U.S. stocks over the last year, enroute to more than tripling. The past six months have been very poor, of course.

Good management, and smart backing
The backing for this company doesn`t matter so much to me at this point, as it`s well past having to rely on venture capitalists. Given that investor Paul Allen owns a few dozen percentage points of Go2Net (InfoSpace`s merger partner), InfoSpace will now have Allen on the team bus. Founder and CEO Naveen Jain, whose successful career at Microsoft inspired him to go on to do his own thing with InfoSpace, appears to be rather a card. I have never met him, but if you take the time to read this take on Jain, you`ll get the idea. It was written upon his being named one of Red Herring magazine`s top 20 Entrepreneurs of the Year for 1997. (Quite a "graduating class" that year, with Jeff Bezos included.)

Draw your own conclusions. For me, I`m generally happy to see the original founder of a company play an active long-term role in it.

A developing household brand?
I believe InfoSpace has good potential to make its name known to the world. As a brand aficionado, I intuitively like the name, and further, its business model depends on ubiquity (and eventual consumer recognition, methinks). Also, good move dropping the "dot-com" from the company name. I`m admittedly snobby this way, having myself co-founded a company that resisted ever "dot-comming" itself, but I`m glad to see management say, "We are bigger than `dot com.`" InfoSpace can and should stand on its own.

These things said, the company is not at present a well-known brand, and has built a large portion of its sales on private labeling. So, you have to dream a bit to see InfoSpace one day as a household brand.

"Overvalued"
Short-sellers` spokesman Herb Greenberg of TheStreet.com has called it overvalued. Given the price-to-sales ratio that I`ve highlighted in my analysis, you already knew that this stock is high up on some people`s short-sell lists. And it`s been a good pick, because InfoSpace has gotten drubbed throughout most of the year 2000. They`re right that it`s an expensive stock even at this level, but I actually view the high price as confirming InfoSpace`s prospects, not as a reason to avoid it.

I`d love to hear more thoughts from any of you at our InfoSpace discussion board, where you can also pose any questions you have for the many knowledgeable industry enthusiasts on that board.
----------

Yours digitally
KiKo
Hier ist Teil 1. Teil 2 ist das vorhergehende Posting. Beide von fool.com
---------------------------

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.
-------------

Yours digitally
KiKo
September 14, 2000 9:28am

Nortel, Infospace in wireless alliance

By Margaret Kane ZDII

Infospace (Nasdaq: INSP) and Nortel Networks (NYSE: NT) have signed a deal to deliver wireless Internet services to Nortel customers.
The services will be rolled out over Nortel`s existing networks as well as its new 2.5G and 3G wireless Internet networks.


The two companies will also work together on new wireless Internet services designed specially for the 3G networks.

Infospace already provides services to carriers including Vodafone Group (NYSE: VOD), Verizon (NYSE: VZ), SBC Communications (NYSE: SBC) and AT&T Wireless (NYSE: AWE).

Nortel and InfoSpace will work together on products that will let phone companies offer advanced data and transaction services over both existing and next-generation wireless Internet networks.

Financial terms of the deal were not released.
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Yours digitally
KiKo
13.10. 17:25
Infospace weiterhin auf Strong Buy
--------------------------------------------------------------------------------


Stephen H Sigmond und Tonia Lee von Dain Rauscher Wessels bekräftigen ihr Strong Buy Rating für
InfoSpace Inc. (INSP). Kursziel 83 $


Yours digitally
KiKo
By: S.G. Cowen
10/13/00 8:27:00 AM
InfoSpace – Strong Buy INSP/GNET merger closes; let the growth begin. GNET stock will cease trading tomorrow, and GNET holders will receive 1.82 INSP shares.

Yours digitally
KiKo
Thursday October 12, 5:00 pm Eastern Time

Press Release
SOURCE: Go2Net, Inc.

InfoSpace and Go2Net Complete Merger, Creating Global Infrastructure Technology Powerhouse

BELLEVUE, Wash., Oct. 12 /PRNewswire/ -- InfoSpace, Inc. (Nasdaq: INSP - news), a leading global provider of cross-platform merchant and consumer infrastructure services on wireless and other platforms, and Go2Net, Inc. (Nasdaq: GNET - news), one of the Internet`s leading providers of applications and technology infrastructure for both narrowband and broadband devices, today announced the completion of their merger.

Shareholders of both companies today formally approved the merger agreement, which was initially announced on July 26, 2000. The merger takes effect immediately, creating the Internet`s leader in wireless and broadband infrastructure technologies, positioned to deliver an integrated platform of infrastructure services and applications for today`s rapidly converging media, including PCs, TVs, PDAs, pagers, cellular phones and other Internet appliances. The new company assumes the InfoSpace, Inc. name, and is structured into four areas of focus: Wireless; Consumer; Merchant; and Broadband. Under the merger agreement, InfoSpace will issue 1.82 shares of its common stock for each outstanding share of and option to purchase Go2Net common stock, and the combined company will trade as InfoSpace (Nasdaq: INSP - news).

``We are very excited about completing our merger with Go2Net,`` said Arun Sarin, CEO of InfoSpace. ``Not only are we marrying technologies and partnerships that will create the most robust, integrated platform of services in the industry, but we are also bringing together a world-class management team, which will accelerate the pace of our technology development and global distribution plans. By combining forces, we are in position to deliver additional premium services and infrastructure technologies to our considerable base of existing partners, while opening significant new opportunities with additional organizations.``

``This merger combines two companies with unusually strong and complementary visions, massive distribution, highly scalable business models, and substantial revenues -- all of which positions us exceptionally well for immediate and long-term leadership,`` said Russell C. Horowitz, president of InfoSpace. ``InfoSpace is now strategically positioned like never before to fully leverage the tremendous opportunities that exist in wireless, consumer services, merchant services, and broadband.``

Executive Management Team Introduced

Arun Sarin continues as CEO, in addition to heading the company`s wireless services. Russell C. Horowitz is now president of InfoSpace, and will direct the company`s business operations and oversee the four business areas of focus. Naveen Jain will remain chairman and chief strategist, focusing on InfoSpace`s strategic direction and emerging markets. John Keister, Go2Net president and co-founder, will serve as InfoSpace`s executive vice president of consumer services. InfoSpace veteran Chris Matty will serve as InfoSpace`s executive vice president of merchant services, while Michael Riccio, Go2Net chief operating officer, will assume the role of InfoSpace`s executive vice president of broadband services.

Yours digitally
KiKo
habe mir gestern mittag infospace gekauft (23,60 euro). hatte heute schon das Gefühl schwer daneben gegriffen zu haben. Doch das strong buy rating von der Staranalysten s. G. Cowen hat uns heute wohl geretet.

hoffentlich schließen wir über 19 $. Wäre wohl wichtig für die kommenden Wochen.

börsenfüxlein
Hab Kauforder im Markt. NAch dem Anstieg vom Freitag 13. bin ich mir nicht sicher, ob die noch ausgeführt wird. Sehen wir nochmal 21,60 Euro?

Yours digitally
KiKo
Habe heute bei 23,80 Euro nachgekauft. Intraday-Schwäche bei super Quartalszahlen. :)

--------------------------
Infospace schlägt Erwartungen

Das amerikanische Technologieunternehmen Infospace meldete heute seine Zahlen für das abgelaufene dritte Quartal und konnte die Analystenschätzung schlagen.
Der Gewinn je Aktie belief sich demnach auf 3 Cents nach einem Cent im Quartal des letzen Jahres. Analysten erwarteten durchschnittlich nur ein ausgeglichenes Ergebnis. Die Umsätze lagen bei 57,7 Millionen Dollar nach 19,95 Millionen Dollar im Vorjahresquartal.

Die Infospace-Aktie gewinnt nachbörslich rund 10% auf 22,6 Dollar.

25.10.00 22:33
-----------------------------

Infospace steigt nachbörslich um 17%

Nachdem Infospace.com, ein Internetdienstleister, die Erwartungen der Analysten deutlich übertreffen konnte (mehr), startete der Aktienkurs nachbörslich durch.
Infospace hatte statt dem erwarteten Verlust von einem Cent einen Gewinn von drei Cents gemeldet. Der Gesamtgewinn lag bei 9,47 Mio. Dollar.

Nachbörslich legte der Aktienkurs um über 17% auf 23,75 Dollar zu. Es ist anzunehmen, daß dieser Kursanstieg heute durch Analystenkommentare untermauert wird.

26.10.00 11:39
-------------------------

Yours digitally
KiKo
InfoSpace (INSP: news, msgs) added 38 cents to $20.69, after trading as high as $23.19 earlier. InfoSpace reported a third-quarter profit of 3 cents a share on revenue of $57.7 million, besting expectations laid out in mid-September. Wireless revenue, a major growth driver, came in higher than some estimates. More than 10 percent of that revenue came from InfoSpace`s wireless unit. W.R. Hambrecht analyst Peter Friedland expected that only 5 percent of revenue would come from the wireless division.

Moreover, executives on the post-earnings conference call guided fourth-quarter revenue and earnings higher. They also said that they`d exceed prior projections calling for 1 million wireless Internet subscribers by the end of this year.
----------

Yours digitally
KiKo
nfoSpace konnte Erwartungen schlagen

Donnerstag, 26. Oktober

Im dritten Quartal stieg der Verlust des Internet-Content Anbieters auf 48,7 Millionen Dollar. Dies entspricht einem Defizit von 17 Cents pro Aktie. InfoSpace hatte im Berichtszeitraum den Webseitenbetreiber Go2Net für 1,5 Milliarden Dollar in eigenen Aktien erworben. Vor Amortisierung und außerordentlichen Kosten konnte ein Ertrag in Höhe von drei Cents pro Aktie erwirtschaftet werden. Analysten rechneten lediglich mit einem ausgeglichenen Ergebnis.
Der Umsatz profitierte von robuster Nachfrage im Bereich Mobilfunk und lag mit 57,5 Millionen Dollar deutlich über den 19,9 Millionen Dollar des Vorjahres. Mobilfunkbetreiber können mit der Technologie von InfoSpace beispielsweise eMails und Aktienkurse übermitteln. Vor Börsenöffnung wird InfoSpace von der Investment Bank Goldman Sachs als "überdurchschnittlicher Marktperformer" zum Kauf empfohlen. Das Kursziel der nächsten zwölf Monate beträgt 40 Dollar.

Yours digitally
KiKo
Friday October 27, 9:23 am Eastern Time

Press Release
SOURCE: First Security Van Kasper

First Security Van Kasper Initiating Coverage on InfoSpace, Inc. With Buy Rating

SAN FRANCISCO, Oct. 27 /PRNewswire/ -- The following is being issued by First Security Van Kasper, a member of the National Association of Securities Dealers, CRD number 7665:

Jennifer Jordan, Internet analyst at FS Van Kasper, is initiating coverage on InfoSpace, Inc. (Nasdaq: INSP - news; $20 11/16) with a Buy rating and a near-term price target of $32.

Below are direct quotations from Ms. Jordan`s initiation report:

We are initiating coverage on InfoSpace, Inc. with a Buy rating and a near-term price target of $32. Founded in April 1996, InfoSpace is an international information infrastructure services company. InfoSpace has four major, inter-related platform service businesses: wireless, wireline, merchant, and broadband. The company provides commerce, information and communication infrastructure services. The company currently dominates the market for wireless Internet platform services, having signed 88% of the current wireless carriers.
We believe that management has demonstrated the ability to execute ahead of expectations across all segments of its business. In particular, we are excited about powerful consumer trends that are driving the growth of the company`s domestic and international wireless services effort and the depth of its penetration among wireless carriers.

Through its recent merger with Go2Net, Inc., InfoSpace will offer private-labeled broadband wired (DSL and cable) and broadband wireless (2.5G and 3G) services such as interactive gaming, television and other entertainment services. This would make InfoSpace the first company to offer Internet infrastructure services across all major delivery platforms and devices.

Based on the diversity and strength of InfoSpace`s product offerings and the extremely rapid growth that is anticipated in the targeted wireless Internet market, we assign the company`s shares a premium price-to-sales multiple relative to its peers. While the peer group is currently trading at 26x CY01 sales estimates, we think that InfoSpace has the potential to trade at 30x our CY01 sales estimate of $360.7 million, which gives us a near-term price target of about $32.
------------------

Yours digitally
KiKo
Leute, ihr postet doch sonst immer alles.

Wo findet man denn die negativen Meldungen ???

Es kann ja wohl definitiv nicht sein, dass ne Aktie mit dermaßen sensationellen Zahlen bei 2mal positiver Nasdaq insgesamt sogar noch verliert !

Das geht einfach nicht.
Und wenn jetzt einer sagt die Zahlen waren im einzelnen nicht so doll dann stimmt das nicht !
Sie waren doppelt so gut wie die Erwartungen. Und wenn man die Umsätze nicht so doll findet dann waren die trotzdem doppelt so gut wie die Erwartungen, also, wo sind die schlechten News ???
hi Kiko,

ist hier irgendwo eine chart (updated) zu finden.bin seit Jan
in Infospace und erwäge noch etwas zu kaufen

mfg eb


InfoSpace "Strong Buy Aggressive"

Am Donnerstag erneuerten verschiedene Investmentbanken ihre Empfehlung für InfoSpace.

Dain Rauscher Wessels hat sein "Strong Buy Aggressive" für den Anbieter von Internet-Inhalten erneuert. Die Investmentbanker nannten ein Zwölf-Monats-Kursziel von 83 Dollar.

Dresdner Kleinwort Benson, W.R. Hambrecht und Chase H&Q erneuerten ihr "Buy"-Rating. Die Analysten von W.R. Hambrecht bezifferten das Kursziel auf 33 Dollar. Bear Stearns erneuerte ebenfalls sein "Buy" und nannte ein Kursziel von 80 Dollar.

Pacific Crest und Wedbush Morgan haben ihr "Strong Buy" erneuert. Letztere Investmentbank nannte ein Kursziel auf Sicht von zwölf Monaten von 80 Dollar.

Merrill Lynch erneuerte seine "NT Buy/LTBuy"-Empfehlung.

InfoSpace "Buy"

Am Freitag hat das Investmenthaus First Security Van Kasper InfoSpace [Nasdaq:INSP Kurs/Chart ] mit einer "Buy"-Empfehlung in seine Berichterstattung aufgenommen. Die Experten nannten für den Anbieter von Internet-Inhalten ein kurzfristiges Kursziel von 32 Dollar.

www.stock-world.de
@ebrad Drück Dich bitte etwas genauer aus was Du willst. Einen Chart? Chartanalyse?

http://www.clearstation.com/cgi-bin/details?Event=peek&Symbo…

Wie gesagt, ich habe gestern nachgekauft. Mehr kann ich nicht sagen, als dass ich mir persönlich viel von INSP verspreche. Jeder bildet sich seine eigene Meinung.

Yours digitally
KiKo
Powertel Selects InfoSpace to Provide Platform for Next Generation Wireless Internet Services

BELLEVUE, Wash. and WEST POINT, Ga., Oct. 30 /PRNewswire/ --

Powertel (Nasdaq: PTEL - news), with the largest contiguous PCS network in the Southeastern United States, today announced that its management has chosen InfoSpace (Nasdaq: INSP - news), a leading global provider of cross-platform merchant and consumer infrastructure services on wireless, broadband, and narrowband platforms, to provide Powertel with a platform of mobile Internet services, including the ability to provide personalized information to its customers` mobile phones.

(Photo: http://www.newscom.com/cgi-bin/prnh/20000420/INFOLOGO )
``We chose InfoSpace because there is a strong and growing consumer demand for personalized and easy-to-use wireless Internet services, and InfoSpace`s platform and suite of services allow us to provide these services to our customers,`` said Paul Hanna, vice president of product marketing, Powertel. ``Our customers can use the My Powertel wireless portal as their one-stop-shop for not only account and billing information, but also a wide range of cutting-edge wireless Internet services provided by InfoSpace. The flexibility of InfoSpace`s platform adds real value to our service, helping our customers rely on their Powertel phones as a convenient source of personalized information -- anytime, anywhere.``

``InfoSpace`s wide range of wireless services and the flexibility of our platform make our infrastructure the first choice for carriers,`` said Arun Sarin, chief executive officer of InfoSpace. ``This partnership will allow Powertel to further enhance the value of its service, helping create a long-term relationship with its mobile customers, under the Powertel brand. It also builds upon InfoSpace`s vision of enabling people to more effectively communicate, collaborate and manage their lives anytime, anywhere, and on any device.``

This agreement adds to InfoSpace`s expanding global reach, extending its leadership in the wireless carrier market. InfoSpace currently works with more than 20 wireless carriers worldwide, including Verizon Wireless, AT&T Wireless, Cingular Wireless and ALLTEL, and device and equipment manufacturers such as Nokia, Nortel and Ericsson. InfoSpace`s wireless services platform serves as the underlying infrastructure for 88 percent of the US subscriber base.

------------
Yours digitally
KiKo
InfoSpace kauft Locus Dialogue

Der Internetseitenbetreiber InfoSpace gab heute bekannt, Locus Dialogue übernommen zu haben. InfoSpace wird für den Hersteller von Spracherkennungssoftware 113 Mio. Dollar bezahlen. Der Preis soll in Aktien bezahlt werden.
Die Technologie von Locus Dialogue soll es InfoSpace ermöglichen, seinen Kunden vor allem im Mobile-Commerce Bereich weitere Services anzubieten.

Erst im Oktober hat InfoSpace die Übernahme von Go2Net für insgesamt eine Milliarde Dollar abgeschlossen. Als der Deal im Juli angekündigt wurde, wurde Go2Net noch mit vier Milliarde bewertet. Durch die schlechte Stimmung im Internetsektor verlor die Firma allerdings deutlich an Wert.

Die Aktien InfoSpace verlieren heute 4% auf 23,125 Dollar.

06.11.00 20:00
--------------------------

06.11. 16:29
InfoSpace: Akquisition im Voice-Bereich
--------------------------------------------------------------------------------


Infospace, ein global führender Anbieter von Handelsplattform-übergreifenden- und Konsumenten-Infrastruktur-Dienstleistungen auf Mobilfunk-, Breitband- und schmalbandigen Netzwerken, gibt die Akquisition von Locus Dialogue bekannt. Locus Dialogue ist der weltweit am schnellsten wachsendste Anbieter von Voice-Applikationen. Die Akquisition wird Infospace befähigen, die breite Produktpalette mit Voice-Funktionen auszustatten.

So kann z.B. mCommerce oder lokale Mobilfunk-Dienstleistungen mit Stimmen-Funktionen erweitert werden.

Des weiteren wird Infospace die Möglichkeit erhalten, ganz neue Anwendungsgebiete wie z.B. das Wählen von Telefonnummern per Stimmeingabe zu erforschen und schlussendlich das Produktportfolio attraktiver zu gestalten.

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

Yours digitally
KiKo
http://212.124.42.42/venture/Public/Dateianhang.cfm/67.pdf?I…

insp-analyse auf deutsch

auf url gehen

linke maustaste zum nur-ansehen

rechte maustaste + ziel speichern unter zum download

grüsse, buck
14.11. 15:45
InfoSpace gewinnt Compaq als Kunden
--------------------------------------------------------------------------------


InfoSpace, ein Anbieter von Plattform-übergreifenden Handels- und Konsumenten-Infrastruktur-Dienstleistungen auf schmalbandigen, breitbandigen und Mobilfunknetzwerken, wird seine skalierbare Wireless Content- und Dienstleistungs-Plattform in den iPAQ Pocket PC und in die iPAQ BlackBerry Email-Lösung von Compaq integrieren. Des weiteren wird die Lösung von Infospace durch die Integration in BlackBerry auf das iPAQnet expandiert, ein Portal von Compaq, welches diese Woche auf der COMDEX in Las Vegas bekanntgegeben wurde.

-----
Yours digitally
KiKo
Wireless Watch: Speech impediments

By Dan Briody
Redherring.com, November 15, 2000
To get this column sent to your inbox, subscribe to the email newsletter.

I`m prone to occasional bouts of panic. And lately I`ve been feeling a tremendous amount of anxiety about the prospects of certain wireless technologies. I`m sure the stock market nosedive on Monday didn`t help my condition any, but the real source of my concern is based on the future of speech-recognition technology. I`m convinced that the success of a great number of wireless services, which will drive device sales and subscription rates, depends on the ease of use that speech recognition will provide users. It seems the news coming out of the speech camps has not been promising as of late.

If you haven`t been following the dramatic events surrounding Lernout & Hauspie Speech Products (Nasdaq: LHSP), the Belgian maker of speech-recognition software, in The Wall Street Journal over the past two months, I suggest you get yourself an online subscription, search the archives, and read in chronological order this made-for-television docudrama about how a powerful newspaper brought a once-promising technology company to within an inch of its life. I`ve included links to the most recent two installments of this miniseries to get you started.


Lernout states it had "errors" in accounting
Former KPMG auditor works for Lernout

Of course, the last party that should be blamed in this ongoing saga is The Wall Street Journal. The real plot of this story concerns how Lernout & Hauspie, the longtime leader in the speech-recognition industry, went to great lengths to overstate revenues -- going as far as fabricating customers out of thin air -- and is now feeling the pain. At last check, both the "L" and the "H" in L & H had been shamed into resigning their executive posts, trading of its stock on the Nasdaq had been halted for almost a week, and the company was working to restate its "earnings." Lernout`s advertising tag line is "We have the world talking." Boy, does it ever.
But the thing that no one is talking about is, why did Lernout feel the need to fib and jigger its numbers? Is the speech-recognition market that bad? Or is this just an isolated event? So I set out this week to try to sort it out hopefully calm myself down in the process.

SIGNS OF LIFE
The first encouraging sign I got was the news that Infospace (Nasdaq: INSP), which I consider to be a key player in wireless services, had bought a Montreal-based speech-recognition company by the name of Locus Dialogue. It seemed promising that companies were still investing in speech startups. And Infospace is smart money, which allayed my fears further still.


Infospace adds speech recognition with latest buy
That was a good start. The next uplifting news I found was that of plans by Sprint PCS (NYSE: PCS) to start some voice-browsing trials, using software from another promising speech company, BeVocal. Add that to BeVocal`s earlier win with Qwest Communications (NYSE: Q) and Tellme Networks`s deal with AT&T Wireless (NYSE: AWE), and I thought to myself, if the carriers still believe in this stuff and are moving forward, then it must be on track.


(Im Rest dreht es sich um Sprachfirmen, oben jedoch ein großes Lob an INSP :) )

Sprint PCS to test voice-portal services (New York Times on the Web, subscription required)
TAKING STOCK
That was about the time I ran into a minor setback. I set out to look at some of the public companies in the speech space -- with the exception of Lernout, of course -- and see how their stocks had performed over the past year. When I examined the stock chart for Boston-based Speechworks (Nasdaq: SPWX), I felt queasy just looking at all the peaks and valleys, particularly the precipitous 34 percent drop in just the past two weeks. But the company just went public this summer, and it has garnered two major wins with Yahoo (Nasdaq: YHOO) and America Online (NYSE: AOL) since that time. So with my spirits a bit buoyed by that knowledge, I pressed on.
Nuance Communications (Nasdaq: NUAN) presented a much better story. Since going public in April (yes, the same April that sucked the life out of the Nasdaq), the company`s stock has performed handsomely, increasing about 300 percent. Add to that some promising news in a deal with Ask Jeeves (Nasdaq: ASKJ), and I was starting to feel downright positive about the future of speech technology.


Ask Jeeves to voice-enable service
One of the reasons I`m so edgy when it comes to speech is because we`ve heard so much, for so long now, about how these technologies are going to change the way we interact with computers that I`m beginning to doubt whether the dream will ever become reality. Everyone in the industry agrees that it`s important, but people used to say that about video conferencing too, until we all got fed up with that nonsense and decided to move on. Now it seems like no one is interested in video conferencing anymore, and the excitement has completely worn off.
I sincerely hope that doesn`t happen with speech technology and that the companies mentioned above can get this important innovation over the goal line. Judging from the encouraging news coming out about the industry, I think they can get it done. They`d better, because it doesn`t look like we`ll be able to count on Lernout anymore.
-----------------

Yours digitally
KiKo
20.11. 13:34
CNET und Infospace - mehr Besucher
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Die Webseite von CNET Networks zog im Oktober 62% mehr Besucher als noch im September. Die Besucherzahl auf Infospaces Webseite verdoppelte sich im gleichen Zeitraum. Beiden Unternehmen kamen die kürzlich getätigten Übernahmen zu gute.

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

Die Experten von Finanzen Aktien empfehlen Infospace (WKN 917694) zum
Kauf, wobei man aber zur Sicherheit ein Stopp setzen sollte.
Pro Monat würde das Internet-Unternehmen für jede der 3.000 von ihm
betreuten Webseiten 3.000 USD, von jedem seiner fast 2 Mio.
Geschäftskunden 1 bis 2 USD als Abonnementgebühr sowie mehrere Millionen
USD von Technologielizenzen erhalten. Die Analyse der abgezinsten
Einzahlungsüberschüsse (discounted cash flow analysis) würde einen fairen
Wert von 40 bis 60 USD pro Aktie ergeben. Mit einem KUV von 23 in 2001 und
einem KGV von 225 für 2000 sei der Titel etwa 25% günstiger als seine
Referenzgruppe.

Das Unternehmen plane seine aktuellen Internet-Dienste so zu gestalten,
dass sie Besitzern von Handys ohne Internet-Navigationssystem durch
gesprochene Anweisungen zur Verfügung stehen könnten.






Agentur : Aktiencheck.de
Joseph Gunnar & Co., LLC raises InfoSpace to Near-Term Aggressive Accumulate.



Yours digitally
KiKo
ich weiss wann infospace wieder steigen wird leute!!!

ich weiss es!!

wenn ich alle meine stück verkauft habe, gehts wieder nach norden, den dann legt mich dieser markt zum Xtenmal rein!!

ab märz gehts wieder richtung norden!! ab jänner gibt es eine seitwärtsbewegung und ab märz dann (und hoffen wir, dass diese rally auch so lange anhalten wird wie diese Südenrally!

LG
Papiga
INSP makes bull run
--12:03 pm - By Michael Baron
InfoSpace (INSP: news, msgs) is surging $1.75, or 26.4 percent, to $8.38, on heavy volume of 7.24 million shares. Average daily volume is 4.6 million. Jeffrey Fieler, an analyst with Bear Stearns, said buyers may see the company as a good candidate to benefit from the `January-effect` - which relates to rebounds in stocks that suffered heavy tax-loss selling. InfoSpace, a Bellevue, Wash., provider of Internet infrastructure services, hit a 52-week low of $5.44 on December 21. Fieler, who has a "buy" rating on the stock, was cautiously bullish going forward. "I think it`s cheap right now relative to the market opportunity at hand but the concern is the pace at which that opportunity develops," he said. "I don`t think it`s going back above $100 any time soon but obviously hitting even $18 is more than doubling from here."

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Yours digitally
KiKo
INSP + American Express:

InfoSpace (INSP: news, msgs) soared better than 27 percent after Wedbush Morgan Securities issued an research note saying the company`s IQShopper software is being used to power American Express` (AXP: news, msgs) `ShopAmex` portal. "Although there were no press releases concerning the launch, we uncovered the information while researching InfoSpace`s IQShopper, which lists American Express as an active partner," said analyst Scott Sutherland, who reiterated a "strong buy" rating on the stock with an $80 price target. Mark Peterson, vice president of public relations with InfoSpace, confirmed the Wedbush report, acknowledging that the company has a deal with American Express but declining to go into further detail about the nature of the deal.

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Yours digitally
KiKo
27.12. 22:33
Bear Stearns: Bullish für Infospace

Bear Stearns meldete sich während der anhaltenden Rally der Aktie heute zu Wort und bestätigte die Ansicht vieler Marktteilnehmer, dass Investoren die Aktien von Infospace aufgrund des "Januar Effekts" kaufen würden. Dieser "Januar Effekt" beschreibt einen Rebound von Aktien im Januar, die Ende des Vorjahres starke Kursverluste durch hohe Steuerbelastungen hinnehmen mussten. Am 21. Dezember erreichten die Aktien von Infospace ein neues 52-Wochentief bei $5.44. Der zuständige Analyst, Jeffrey Fieler, verbleibt aber für die Zukunft nur moderat bullish für die Aktie. So stelle sich für ihn die Frage, ob sich die Chance, welcher die Aktie auf dem aktuellen Kursniveau darstelle, in naher Zeit auszahlen würde. Demzufolge ist er nicht der Meinung, dass die Aktie in der nächsten Zeit wieder auf $100 steigen würde, hält aber eine Veroppelung auf $18 und darüber hinaus für möglich.
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27.12. 22:23
Wedbush Morgan Securities: Bullish für Infospace

Die Aktien von Infospace setzen ihre Rally heute fort und gewinnen 22.1% auf $8.16 hinzu. Wedbush Morgan Securities veröffentlichte heute eine Mitteilung an die Kunden, dass die IQShopper-Software von Infospace im `ShopAmex` Portal von American Express benutzt werde. Obwohl keine Pressemitteilungen über diesen Vorgang ausgegeben wurden, verfolge Wedbush diese Entwicklung und bieten weitere tiefergehende Informationen zu IQShopper, so Scott Sutherland, der das Strong Buy Rating für die Aktie und das 12-Monats-Kursziel in Höhe von $80 bekräftigte. American Express zähle nun laut Sutherland zu der langen Liste der Kunden des Unternehmens. Sutherland ist davon überzeugt, dass dies für Infospace ein erfreuliches Ereignis sei, da es dem Unternehmen breit gefächerte Umsatzmöglichkeiten bietet. Des weiteren statuiert Sutherland, dass die IQShopper-Dienstleistung durch American Express einen Vorzeige-Kunden gefunden habe. Des weiteren zeigte er sich bullish für die Gewinnung von Cingular Wireless als Kunden für den IQShopper-Service. Mark Peterson, Vizepräsident der Presseabteilung von Infospace, bestätigt die Wedbush-Nachricht und bekräftigt, dass man mit American Express in Verhandlungen stehe, doch wolle man keine weiteren Angaben machen. Peterson sieht die Situation um Infospace sehr bullish. So zeigt er auf, dass das Unternehmen einen positiven Cash-Flow und $400 Mio. in Funds vorweisen könne, was zeige, dass sich das Unternehmen auf dem richtigen Weg befinde.
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Yours digitally
KiKo


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