theglobe - nächste Woche sehen wir die 20! - 500 Beiträge pro Seite

[Rullenheim]

Hallo Leute!
Ich habe mir mal TGLO angeschaut und mir heute morgen gleich ein paar zu diesen Discountpreisen gekauft. Es ist echt der Wahnsinn, wie diese Aktie runtergeprügelt wurde, aber ich sage, daß wir den Boden erreichthaben. Es ist für mich unglaublich, daß diese Firma mittlerweile eine Marktkapitalisierung von nur 270 Millionen Dollar erreicht hat. Das ist für eine Firma der Größe von TGLO einfach lächerlich. Auch wenn man sich das Wachstum ansieht, ist die aktuelle Bewertung wirklich absolut zu niedrig.

Traffic Growth

Since Jan 99 Total Pct. Increase
theglobe.com network 104.5%
GEOCITIES.COM 15.7%
Fortunecity Global Community * 1.3%
ANGELFIRE.COM -1.9%
TRIPOD.COM -5.6%
Xoom.com Sites * -16.0%

Wer da nicht zuschlägt...

Rulle

[Rullenheim]

Bei den Prozentzahlen handelt es sich natürlich um den Anstieg der Besucherzahlen der Homepages der einzelnen Internetcommunities.

[Rullenheim]

Hallo Boardler!
Der Weihnachtsmann kommt morgen mit großen Geschenken!
Jetzt Gelegenheit für große Wünsche, die man sich erfüllen kann, wenn man einsteigt.
Rulle

[radlhose]

Interessant ist vor allem auch der Umstand, dass von den drei großen US-Communities, TheGlobe, Xoom und Geocities, nur noch The Globe ohne Partner ist. Die beiden anderen wurden bereits übernommen. Xoom etwa ist jetzt Bestandteil von NBC-Internet. Es dürfte daher nur eine Frage der Zeit sein, bis auch The Globe ähnliche Partnerschaften eingeht. Neben den erstklassigen Wachstumszahlen weist The Globe außerdem bereits Gewinne aus - immer noch nicht selbstverständlich bei Internet-Aktien.

[Rullenheim]

Hallo radlhose,
sehr interessanter Aspekt. Gibt es schon irgendwelche Gerüchte, wer TGLO übernehmen könnte? Bin ja mal gespannt, wie es heute werden wird.
Melde Dich mal wieder hier.
Rulle

[radlhose]

Hallo Rulle,

schau mal unter http://www.buyhigh.org/picks.htm nach - da findest Du The Globe heute auf der Kaufliste. Ob das Kursziel von US-$ 395 (rechte Spalte) realistisch ist, sei mal dahingestellt.

[radlhose]

PS: potentielle Kaufinteressenten sind mir nicht bekannt - aber ein Zusammenschluß wäre mit Sicherheit zweckmäßig.

[Rullenheim]

Hallo radlhose,
das Kursziel ist ja wirklich nett. 20 würden mir fürs Erste auch reichen.
Es scheint wirklich was an einer möglichen Übernahme dran zu sein. Hier etwas aus dem Yahooboard:

TGLO under heavy accumulation last 4
by: peter_the_bull 12/24/99 12:40 pm
Msg: 19738 of 19742
weeks. This stock is a prime candidate for a major rise. With the media metrix report out on the 21st we should see an upgrade just around the corner. I have been keeping an eye on TGLO the last month and a half and see no downside further than 9 and major major upside when an upgrade comes or buyout rumor or even earnings just around the corner.

I don`t think Goldman Sachs would have underwritten a stock that will fail. He underwrote this stock as well as Geocities that got bought out by YHOO and went from 20 to 130 before they closed out. If you check the Media Metrix report TGLO`s visitation is extremely higher than Geocities. TGLO is a major buyout candidate indeed and will surely be bought out.

My guess is that we will move into the 20`s very soon (like the first week in January), because that is when the cash will come in and the major internet players (YHOO, AOL, etc.) will be concentrating on aquisitions and TGLO will be Number 1 candidate.

Good luck all.




Hier nochwas zu den nächsten Zahlen:

theglobe.com TGLO

Exchange: Nasdaq

Whisper Number
-$0.42

Consensus Estimate
-$0.47



Hoffen wir das Beste!

Rulle

[Rullenheim]

Hallo radlhose!
Frohe Weihnachten mit TGLO, morgen geht die Post ab, hoffentlich.
Bis bald!
Rulle

[four roses]

Hallo, Leute.

Ich denke, dass es noch ein paar Tage dauert, bis The Globe
uns erfreut. Dann aber richtig. Potential ist ja nun
wirklich gross nach oben. Ähnlich sehe ich es bei Egghead.
Anfang Januar wird in "die Beiden" investiert- wird ja auch mal Zeit.

In positiver Erwartung. Four Roses.

[Rullenheim]

Hallo Four Roses!
Herzlich willkommen in diesem netten TGLO-Thread. Ich bin natürlich Deiner Meinung, würde aber mal gerne wissen, warum EGGS nd TGLO im Januar steigen sollen?

Die Meinungen zu einer Übernahme mehren sich. Schaut mal in die US-Boards.

Nächstes mal schreibe ich mehr.

Rullenheim

[radlhose]

Hallo Rulle,

superinteressant Dein Beitrag aus dem US-Board - vielen Dank. Die Ruhe hierzulande könnte sich auch bald ändern, so wie die Dinge liegen. Hoffen wir das Beste für den Januar. Wie denkst Du über Y2K?

[four roses]

Hallo, Ihr im Board.

Ich habe das starke Gefühl, dass die Kurse teilweise in den
Keller rauschen werden.
Bei The Globe und EGGS ist das Risiko wohl eher gering, weil
die Bodenbildung nun wohl gefunden ist.
Wenn man sich den Chart von The Globe anschaut und dazu noch
event. Übernahmephantasie - kann gar nicht verstehen, wie
ruhig es ist. Aber vielleicht sind 200 - 300 % in drei Monaten
zu wenig ??!.
EGGS müßte von der "4.Quartalsphantasie" profitieren, 25-30 E.
mein Tip für 01/02 2000 !
Wie seht Ihr meine Einschätzung ?

Muss jetzt auf Achse. Schau, Four Roses.

[Rullenheim]

Hallo radlhose, hallo four roses!
Ich habe mich nochmal mehr in den US-Boards umgesehen. Neben zahlreichen positiven Meinungen sind auch einige negative dabei. Was haltet Ihr von dieser hier?

(1) Top dog/First Mover
TheGlobe.com ranks signiciantly behind Geocities, Angelfire, Tripod, Xoom.com, and Fortune City in unique monthly visitors according to MediaMetrix with some 3.7M in July 1999 (Geocities had 22.6M, Angelfire 13.4M, Tripod 11.4M, Xoom 8.2M, and Fortune City 5M). They have failed to gain any ground on these properties the last several months.

(2) Sustainable Advantage
Due to the discrepancy in visitors as well as visitors` "stickiness" (visitors spend an average of 6 minutes per month on TGLO pages compared to 12 minutes for Geocities and 9 minutes for Xoom), TheGlobe.com has little pull with advertisers, their primary source of income.

(3) Past Share Appreciation
The peak for the stock about 5 minutes after it had its IPO at a split-adjusted price of $45. It has been all downhill from there and it now stands at about $15.

(4) Good Management/Smart Backing
Management has shown no special talent and the biggest backer, venture capitalist Michael Egan, sold 1/3 of his stake in May.

(5) Strong Consumer Brand
Free home page = Geocities, not TheGlobe.com.

(6) Called Overvalued
Quite the contrary, several analysts have recently referred to the stock as "dirt cheap" and "ripe for a takeover."


Ich denke man sollte sich davon nicht nervös machen lassen, weil vor allem die Besucherzuwachsraten bei TGLO zur Zeit am höchsten sind. Und wir Ihr ja wißt gucken alle Menschen sowieso nur auf die Wachstumraten.

Leider habe ich aber nochmehr schlecht Nachrichten. Ich habe mal mit dem BigEasyInvestor eine technische Analyse gemacht. Sieht auch nicht so toll aus. Hier die Ergebnisse:

Currently:
Open: $10.00
Close: $10.00
Range: $10.25 - $9.75
Change: $-0.19 (-1.85%)
Volume: 898000
Price Move: -1.85% Down
% over/under 6 month average volume 4.57%Up
Near 52 Week High: No
Near 52 Week Low: Yes
0 Bull(s) to 5 Bear(s)
RSI Rating: 32.10
En Fueg-o-meter Color Status: Red



TGLO closed at $10.00 trading 898,000 shares.
The average up cycle is 27.1 % lasting 8.5 days.
The average peak-to-base down cycle is 43.6% lasting 7.9 days.
This means when going up, TGLO will go 27.1% up, and when going down, TGLO will go 43.6% down.
TGLO is breaking out from the current base as follows:
-3.6% above the base of $10.375.
24 day(s) into its average base-to-peak 9 day cycle.
Based on probability and historical performance TGLO has $30.66 left in its typical upside move.
TGLO has been trending downwards as of late. You should watch this stock like a hawk! Don`t let it slip down!




The MACD indicator requires trending stocks-the longer and stronger the trend the more reliable the MACD indicator will be. TGLO is a good candidate for bearish plays being rated Trending Down and Bearish.



TGLO is bearish. With its price being below both its 10 and 50 Day Moving Averages TGLO has been and continues to be a good candidate for a short position.
Think of moving averages as moving trendlines. They help measure the direction of existing trends and can help determine when a trend change has taken place. Moving averages also act as support and resistance levels.




TGLO made a -1.85% move down on -11.60% of average volume. Volume is the best barometer and without a more polarized move in price or volume today`s action doesn`t present much of a clue for future trading. If TGLO is on a downward trend, the trend could continue. But today`s session could also be attributed to the broader market of to TGLO`s industry. For today`s analysis, rely more heavily on the previous ten day`s action.



Relative Strength is a great indicator. It tells you what kind of pressure--buying or selling--a stock is receiving. TGLO with 32.1 (RSI) is POOR. TGLO RSI is a too low. Look to sell--check the news and chart to see if there is a slump or a major weakness.


Wir wollen hier ja nun nicht alles rosig malen. Nicht umsonst ist TGLO so weit unten. Aber der Boden dürfte gefunden sein, und bald dürften sich die vielen schlechten Meinungen und Analysen in Gute wandeln.

Ich bitte um weitere Meinungen!

Rulle

[Rullenheim]

Es wird immer wahrscheinlicher, daß´TGLO bald übernommen wird:


TheGlobe.com should be ready for takeoff
by Lou Ambio
December 22, 1999 :: 8:30am EDT

As it presently stands, theglobe.com (NASDAQ: TGLO) is the only independent Web site specializing in online communities. Theglobe.com aggregates users around common themes of interest by providing the best in community services, which, in turn, gets users consistently coming back to their site. Furthermore, the company offers a network of e-mail clubs called globeclubs, as well as state-of-the-art website building tools. Theglobe.com Network is comprised of theglobe.com community, leading online game sites HappyPuppy.com, GamesDomain.com, KidsDomain.com and ConsoleDomain.com, and business web hosting property WebJump.com.

Theglobe.com is one of the world`s largest independent community sites and has been a leader in the industry for more than four years. Although the company has been in business for this long, their traffic and membership are still experiencing extraordinary growth. Yesterday, theglobe.com announced that they had experienced 105% growth, according to the November 1999 Media Metrix World Wide Web Audience Ratings Report. Theglobe.com`s network audience reach surged to 7.0% in November`s ranking, and now the company`s community of sites comprises the 39th most visited property on the web. The company believes that their success and growth reflects their consistent strategy of building leading community products and acquiring sites that aggregate users around similar interests.

Simply, the company has had a lot of success in every division of their operations. Theglobe.com`s Game Network made up of KidsDomain, Happy Puppy and GamesDomain grew 69%, 30% and 28% respectively since September, ranking it as the number #2 gaming property behind publishing giant Ziff Davis according to Media Metrix. Furthermore, WebJump, which theglobe acquired last month, provides theglobe.com with an instant presence in the small business and home office web hosting market. Now WebJump has over 625,000 members with WebJump websites, which attract over 1.6 million monthly unique visitors. Finally, E-commerce traffic is up 70% since September as shop.theglobe.com has been very successful this holiday season.

Co-Chief Executive Officer, Stephan Paternot, explained the company`s success saying, "Our network growth of over 105% growth from the beginning of 1999 was largely fueled by strategic acquisitions, key distribution partnerships and the accelerated adaptation of two core community products. We`re excited that the growth of our email clubs and website building tools continue to increase loyalty among existing users and attract new members at a exceedingly rapid pace."

The company seems to have two problems, too many shares and no real forecast for earnings. However, investors must realize that as the only individual community site, TGLO is ripe for a takeover. Furthermore, communities such as Geocities, Xoom, and Angelfire all were acquired at generous valuations, and theglobe`s growth has been much more impressive.


Mal schauen, wann es soweit ist.

Rulle

[Karl_Pfeiffer]

Mein Gott! wer kauft denn solche Loser-Aktien?

[radlhose]

Hast Dir ja mächtig viel Mühe gemacht, danke Rulle !! Die technische Seite der Medaille sieht im Moment tatsächlich nicht gerade rosig aus, Aktie befindet sich im Abwärts-Trend. Für mich ist der Wert gerade wegen der Kursschwäche ein eindeutiger Übernahme-Kandidat.....

[Rullenheim]

Hallo Karl_Pfeifer!
Du bist einer von ihnen, den Lemingen! Hoch kaufen, niedrig verkaufen! Immer auf die Schnautze fallen und doch nichts davon lernen. Bestimmt bist Du heute bei Adultshop eingestiegen. Ich suche mir noch selber günstige Werte, die Potential nach oben haben. Ich kaufe immer Werte, die keine Sau haben will. Selten bin ich mit der Taktik auf die Schnautze gefallen.

Hallo radlhose!
Ich mußte da mal eben Dampf ablassen. Ja, der Chart sieht wirklich übel aus, aber die Sache mit der Übernahme wird immer offensichtlicher. Wann kommt endlich mal ein Name ins Spiel? Hast Du vor ein paar Wochen die sache mit BIDS verfolgt? da wurde im Yahooboard gepostet, daß BIDS von EBAY übernommen werden sollten, was nicht stimmt. Trotzdem verdoppelte sich der Kurs fast in drei Tagen. Ich bin auf die nächsten Wochen gespannt!
Alles Gute!
Rulle

[Karl_Pfeiffer]

no, no, Rulle- ich bin voll in RSAS investiert!!!
wie sagt man so schön- hatte ich doch wieder das richtige Näschen!
Rulle Du musst noch vieeeel lernen!!!!
noch ist Zeit ! steig ein!

[Rullenheim]

Hallo Karl_Pfeifer!
Ja, RSAS ist ja super gelaufen! Herzlichen Glückwunsch. Aber ist da noch viel Potential nach oben? Bei TGLO denke ich schon! Natürlich muß ich noch viel lernen. Ich lerne nie aus! Schönen Gruß!
Rulle

[Rullenheim]

Hallo Leute!
Ich habe mal wieder etwas recheriert, und bin zu einem weiteren positiven Aspekt gekommen. Schaut Euch mal GEEK an! GEEK hat einen ziemlich ähnlichen Verlauf, wie TGLO. Bei TGLO könnten wir auch bald so eine Ausbruch haben. Die Shorties werden sich, meiner Meinung nach, langsam zu sicher. Bei den nächsten guten News geht`s ab! Am 17.01.2000 kommen übrigens die Quartalszahlen für das 4. Quartal. Erwartet werden -0,46, Flüsterschätzungen gehen von -0,41 aus. Man darf gespannt sein.

Rullenheim

[Rullenheim]

Hier ist noch eine interessante Analyse:

http://207.18.193.113/apps/mxtransmitfile.dll?doc=mX1fiZnyS5cyeIC9KZMW5ZOyX3x5eIT5SnSR5If5mR4NinyXSIRXikiWiSRRplnyMRN6klcym3-W5Nq-SsB&referer=http%3A%2F%2Fquickenexcite%2Emultexinvestor%2Ecom%2Fgetdocument%2Easp%3Fdocid%3D1412643%26ticker%3DTGLO&x=x.PDF

Und hier ist gleich noch eine Analyse:

http://207.18.193.112/apps/mxtransmitfile.dll?doc=mX1fokEyn3RypIy9KZMXkZOyX3x5eIT5SnSR5IVevRTNinyXSIRXikiWiSRRpwnszRX6kZcyWTRXS3q-SsB&referer=http%3A%2F%2Fquickenexcite%2Emultexinvestor%2Ecom%2Fgetdocument%2Easp%3Fdocid%3D1540433%26ticker%3DTGLO&x=x.PDF

Viel Spaß dabei!


Hier noch aktuelle Ratings:

Rating by Our Community
Rating Buy
Last Trade 9 1/8
Target Price 36
Number of Ratings 79


Rulle

[Rullenheim]

Thank you for your interest in theglobe.com. While it is our internal policy to not specifically comment on movements in stock price or the possibility of future merger or acquisition activity, we feel confident about the long-term growth prospects of the Company, despite recent price fluctuations.

Some of our more recent accomplishments include:

· The recent acquisition of the assets of WebJump.com, a leader in web hosting services, primarily to businesses and professional webmasters. In addition to bolstering theglobe.com`s business-to-business web service offerings, benefits of this acquisition to theglobe.com are many, including a dramatic expansion in theglobe.com`s ability to reach web-savvy Internet users, as evidenced by the Media Metrix World Wide Web Audience Ratings Report for November. According to this report, theglobe.com achieved combined reach of 7.0% and ranked #39 on Media Metrix Top 50 Properties Rankings in November. This compares to combined reach of 4.9% and a #49 ranking based on the September report. Additional benefits include the significant opportunity to monetize the WebJump.com property via integration of the globeclubs product within the business community, and meaningful revenue and expense synergies.

· The launch of two exciting new products: globeclubs, a network of e-mail clubs that allow users to create clubs around their favorite topics or issues, and uPublish, a state-of-the-art website builder. With their powerful targeting capabilities, these new products have significantly increased the number of targeted impressions generated--a powerful tool in not only retaining existing advertisers on theglobe.com, but also in attracting new ones.

· Establishment of significant distribution partnerships with Time Warner`s Road Runner, AOL UK, and OneMain.com (the 6th largest Internet Service Provider in the U.S.), among others, resulting in increased global distribution of theglobe.com`s community services and games content.

· theglobe.com Network`s gaming properties represent the 2nd largest gaming network based on combined home/work reach according to October 1999 Media Metrix data.

· 105% year-to-date Network audience growth based on Media Metrix data for January 1999-November 1999, which outpaces the percentage growth of all other leading community sites.

· The November 8th launch of a new $27 million advertising campaign designed to promote both theglobe.com`s brand and key services and, specifically, to draw attention to theglobe.com`s new globeclubs. The "Build a World Around You" campaign has initially been rolled out in the New York, Washington, D.C., and Atlanta metropolitan markets, and will continue through the fourth quarter of 2000.

· Continued strong growth in quarterly revenues, including a three-fold year-over-year increase in 3Q99.

Additional information on these accomplishments and other highlights from 3Q99 can be found in the Investor Fact Sheet attached below. We hope you find the information included insightful.

We encourage you to explore our two new products, globeclubs and uPublish, both of which are available at www.theglobe.com. Additionally, please visit our Investor Relations website, where you will find stock quotes, detailed financials, archived news and SEC filings, etc., at www.theglobe.com/about/ and click on "Investor Relations."

Regards,

T. Lavender-Beck
Investor Relations


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

[Rullenheim]

Ich habe das gute Gefühl, daß es bald abgehen wird. Habt Ihr EGGS gestern gesehen? Sowas kann TGLO auch passieren.

Hier liste ich Euch mal die Analystenhäuser auf, die sich mit TGLO befassen:

Analyst Coverage

Brokerage House Analyst Phone Number
Fax Number
Banc of America Securities Jennifer Klein [phone]
[phone]
Bear, Stearns & Co. Scott Ehrens


Matt Esh [phone]
[phone]

[phone]
[phone]
Volpe Brown Whelan & Company Derek Brown 415-274-4494
[phone]
Wit Capital Jordan Rohan 212-253-4450
212-253-4410


Ein paar FAQ`s:

Frequently Asked Questions

With what companies does theglobe.com currently maintain strategic partnerships/distribution agreements?
A major part of theglobe.com`s strategy is to form strategic relationships to drive additional traffic to the site and build brand opportunities. This is accomplished through the development of both strategic partnerships and distribution agreements, both of which benefit theglobe.com`s members and advertisers.

Currently theglobe.com maintains strategic partnerships with, among others:
- E! Online
- Fox Sports
- MarketWatch.com
- CNET
- Reuters
- Thomson`s Investors Network
- Lowestfare.com
- Drkoop.com
- Hotjobs.com
- Boxlot.com
- MotrgageIT.com
- Hypernix Technologies, Ltd.
- bluefly.com

Additionally, theglobe.com maintains distribution agreements with:
- Time Warner`s Road Runner to provide games and its message boards feature to Road Runner`s 320,000 subscribers
- AOL UK to provide game downloads to AOL UK`s 600,000 members
- Scottish Telecom to provide games content and reviews to Scottish Telecom`s In2Home service
- OneMain.com, the nation`s sixth largest Internet Service Provider, to provide an enhanced package of co-branded, online community services to OneMain.com`s nearly 600,000 customers
- Dan Marino, NFL star quarterback of the Miami Dolphins, to develop and incorporate the official Dan Marino Community into theglobe.com Network

What new products has theglobe.com launched recently?
theglobe.com has recently launched two exciting new products: globeclubs and uPublish.

- globeclubs. Launched in August 1999, globeclubs is a network of email clubs based on user interest. With already over 12 million e-mails sent weekly, globeclubs is the fastest growing product in the Company`s history! globeclubs allows advertisers to target to thousands of criteria, generating higher CPMs for theglobe.com.

- uPublish. Launched in October 1999, uPublish is a state-of-the-art website builder that dramatically improves user experience by offering an easy-to-use personalized self-publishing tool that compliments the specialized clubs created using globeclubs. Like globeclubs, uPublish enables sales of higher CPM advertisements due to new and significantly enhanced targeting capabilities.

Does theglobe.com currently advertise?
Yes! In November 1999, theglobe.com kicked-off a $27 million advertising campaign that will run through the fourth quarter of 2000, with initial rollout in the New York, Washington, D.C., and Atlanta metropolitan areas. The campaign, dubbed "Build a World Around You," is designed to promote both theglobe.com`s brand and key services and to acquire new users faster.

What are some of theglobe.com`s recent acquisitions? In December 1999, theglobe.com acquired the assets of WebJump.com, a leader in web hosting services, primarily to businesses and professional webmasters. The asset acquisition bolsters theglobe.com`s offerings in the area of business-to-business web services and dramatically expands the company`s ability to reach web-savvy Internet users on a massive scale, extending theglobe.com Network`s audience by over 48 percent. WebJump hosts in excess of 625,000 mostly business and professional sites, and registers approximately 1,500 new sites each day.

In April 1999, theglobe.com acquired Attitude Network, publisher of entertainment websites including HappyPuppy.com, GamesDomain.com, KidsDomain.com, and ConsoleDomain.com.

In February 1999, theglobe.com acquired leading interactive, full-service department store, Azazz.com, now known as shop.theglobe.com.

What companies currently advertise on theglobe.com?
theglobe.com had 166 individual advertisers in the third quarter (ended September 30, 1999), of which approximately 77% represented consumer brands. New advertisers in the quarter included Air Touch, Alta Vista, America Online, Buy.com, CD Now, Ernst & Young, eToys.com, LifeMinders, New Line Cinemas, NewsPage, NextCard, Petsmart, Security First Bank, UPN, and Telebank, among others.

Who is theglobe.com`s Transfer Agent and Registrar?
American Stock Transfer & Trust Company
40 Wall Street
New York, New York 10005

What is theglobe.com`s Fiscal Year-End?
theglobe.com`s fiscal year-end is December 31. Reporting quarters correspond with calendar quarters.

[Rullenheim]

Eure Ignoranz wird Euch bald bitter aufstoßen. Mit den 20 wird das wohl heute schwierig, aber bald geht da was!
Rulle

[Rullenheim]

Hallo Leute!
Leider konnte ich mich eine ganze weile nicht melden, weil ich im Urlaub war/bin. Im Moment bin ich nochj in Oklahoma und werde erst ab dem 17.01. wieder in Deutschland sein und richtig recherchieren koennen. Da ich aber die aktuellen Kurse habe, kann ich Euch sagen, dass der Boden bei 8-9 jetzt sehr sicher ausgebaut ist. Es ist nur eine Frage der Zeit, wann die Bombe explodiert!
Bis bald!
Rulle

[Rullenheim]

Wie gesagt, die Zahlen kommen am 17.01.! Diese Woche ist TGLO die Wahl der Woche beim Yahooclub:

http://clubs.yahoo.com/clubs/weeklypick

Da ist was im Busch! Es kann jeden Tag losgehen. Bitte haltet mich jetzt nicht fuer ein Puscher, denn ich habe da ein so ein Gefuehl.
Rulle

[Rullenheim]

Hier ein Artikel aus USA Today:


As Theglobe.com turns
Disappointment follows Net firm`s dizzying debut

By Deborah Solomon, USA TODAY

NEW YORK -- For a day in November 1998, a little-known Internet start-up founded by two freshly minted Cornell University graduates was on top of the world -- not to mention Wall Street.

Shares of Theglobe.com soared more than 600% on their Nasdaq debut, smashing previous first-day records and launching the Internet initial public offering craze, which has yet to subside. The founders, barely old enough to drink, became instant millionaires, and their boyish faces were seen grinning on magazine covers and TV shows across the world. Their plan was to run a community Web site where users could participate in online discussion forums, build their own home pages on the Net and chat with one another about common interests.

But that initial burst of glory has begotten more than a year of disappointment as the company failed to live up to the hype. Theglobe, which soared from $9 to $97 its first day of trading, has lost more than 80% of its value since the IPO and is now priced around $8. Many investors cut their losses and moved on to the next new thing.

Theglobe`s fall from dizzying heights serves as a reminder to investors who poured more than $30 billion into Internet start-ups last year that those investments are no better than the underlying business. While profits might not matter the first day, investors eventually want a company to show them the money.

Those familiar with Theglobe say the company, which is not profitable and had $5.5 million in revenue last year, is languishing for several reasons. They include:

Lack of definition about what the company does and who its audience is.

Uncertainty that the business model, which relies on advertising for almost 100% of its revenue, can ever make money. In the latest quarter, Theglobe lost $14 million and generated $4.9 million in revenue instead of the $5.7 million Wall Street was expecting. It has also missed target dates for certain products, including a home-page building tool and a product designed to increase targeted advertising.

Competition from other community sites, such as Yahoo`s GeoCities, which have been snatched up by large portals or have bigger membership bases.

Failure to profit from its 3 million registered members by marketing and offering them rich e-commerce opportunities. It recently began selling limited products on its site and outsourcing some of its services, such as home-page building, but critics say it`s too little, too late.

The problems have caught the attention of investors -- both large and small -- who have whacked Theglobe`s market value from a high of almost $1 billion in November 1998 to $222 million. At least one major institutional investor, Munder NetNet Fund, has pulled out of Theglobe, and others have cut their holdings.

One former Theglobe investor who has soured on the company says the firm hasn`t proved that it can capitalize on its traffic and convert that into revenue.

Theglobe co-founders Stephan Paternot and Todd Krizelman defend the company, saying it is moving aggressively into new revenue-generating areas, such as e-commerce, and is the leader in several categories, such as home-page building. But they admit the rocky stock ride has hurt the company`s image and made it harder to do business.

"We feel there is a major disparity between where the stock has been and the actual performance of the company," Krizelman says. "The potential for profitability is much stronger today than it has ever been." But, he adds, the perception of Theglobe as "this one-day stock wonder" has made it hard for the company to convince some that there is a "great business underneath these numbers."

Money and magic

Paternot, 25, and Krizelman, 26, dreamed up the idea for a community Web site while undergraduates and have spent the past five years trying to turn it into reality.

After graduating, the two moved the business from Ithaca, N.Y., to Manhattan with $15,000 in funding from friends and family and began to build their business. Former Alamo Rent-A-Car chairman Michael Egan and his investment company, Dancing Bear, originally invested $20 million and own about 30% of the company. Paternot and Krizelman each own about 7%.

They sit in a warehouse-style office just a stone`s throw from Wall Street -- a constant reminder of the stock market that has whittled away the value of their company and the options their employees hold. While aware of the problems facing Theglobe, employees say morale is pretty high, and there is little turnover. They keep their minds occupied by developing new products and playing Ping-Pong and video games. But Krizelman says it`s hard for the staff not to think about the money that`s been lost. "No one likes to see their stock move down. Some people are under water, and some are not," he says. Under water means those employees would pay more to exercise options than the stock is currently worth.

Krizelman and Paternot have seen their own paper wealth plunge. The two, who were worth about $75 million each when the company first went public, are now worth about $15 million apiece. It`s "dissatisfying," Paternot says, but adds that the two didn`t start the business for the money. When the lockup period ended in May, they sold a combined 200,000 shares of Theglobe stock worth $4 million. Egan, chairman of Theglobe, recently sold shares worth $50 million.

Unlike Yahoo and several other Net firms with young founders, Theglobe has not brought on experienced management to run the day-to-day operations. Egan is not involved in the daily operations. "He gives us advice and support, and we talk to him about anything related to equity," Krizelman says. Theglobe did recruit Dean Daniels, a veteran of CBS, as chief operating officer, and their chief financial officer, Frank Joyce, has 20 years of financial experience.

Krizelman bristles at criticism that his and Paternot`s youth may have contributed to the company`s woes. "Being young is not a problem. There`s a desire to put two young guys in a box and say this happened overnight ... but that`s not the case."

What has hurt Theglobe most, they say, is a stock pop that set lofty expectations for investors, who pulled out when they weren`t seeing the revenue they wanted. "We went from obscurity to being well-known because of our IPO. We`re less known for what we`re about," Paternot says. Once people begin to understand what the business is about and how it`s growing, he says, the stock price will turn around.

Egan, who says he`s concerned about the low stock price, admits the company needs to do a better job defining itself.

"We have to be more clear about what our business model is," he says. "Other people have an easier story to tell. Ours is a better story, but it`s not that easily communicated and understood."

Moving into commerce

To that end, the company launched a $27<TH>million branding campaign last November in Atlanta, New York and Washington, D.C., to tell people about Theglobe. They plan to expand the campaign to other parts of the USA in the future.

Paternot and Krizelman are using the campaign to explain their vision: a virtual town center, where people can come together in cyberspace to exchange ideas. But "in order to have a community site as a business model, you have to have an end goal of commerce in mind," says Safa Rashtchy, an analyst with U.S. Bancorp Piper Jaffray. "If you`re using your service only to gather people together, it doesn`t lend itself very well" to making money.

Theglobe gets its revenue from selling advertising at prices based on the number of users who visit the site and how long they linger. Most of the advertising is paid for by big names such as Coca-Cola, Charles Schwab and Citibank, but about 4% to 6% is barter advertising -- ads that are not paid for but are displayed in exchange for promoting Theglobe on another site.

While advertising makes up a large chunk of earnings for many Net companies, industry watchers say it`s not sustainable revenue and shouldn`t be a site`s primary way of making money. Even Theglobe acknowledges an ad-based model has its drawbacks. In filings with the Securities and Exchange Commission, the company says if the market for Internet advertising goes south, "our business performance would be materially adversely affected."

Paternot and Krizelman say the company is moving into e-commerce and recently acquired two gaming companies, Attitude Networks and Games UK, that do some online selling. It also paid $20.3 million in stock for Azazz.com, which offers department store products and provides a personal shopping service. Those acquisitions will shift Theglobe`s revenue to 80% advertising and 20% commerce, but Paternot says commerce will always be secondary to advertising. "Our goal is not to become an Amazon on e-commerce," he says, adding that commerce is not likely to exceed 30% of revenue.

To merge or specialize?

Beyond Wall Street, Theglobe also faces threats from competitors. A number of community sites, such as GeoCities, Tripod and Xoom.com, have been bought by huge portal sites with audiences Theglobe cannot rival. Other sites, such as Talk City, have more members and provide many of the same services as Theglobe.

Some industry watchers say it`s time for Theglobe to sell to a larger site or another business. They say a megaportal, such as Excite At Home, might be a good fit. Others, such as Lehman Bros. analyst Brian Oakes, say Theglobe needs to specialize in a service in order to survive. He points to Talk City, which specializes in chat and sells its service to other sites and businesses that want to do online chat.

Theglobe co-CEOs know they face challenges but say they are trying to jump-start the company with new ideas, new revenue streams and specialized services. The company recently launched an e-mail club service, where users can join a group of people with similar interests, such as movies, and send and receive e-mail about the topic.

Krizelman, who runs an e-mail club for hot-air balloon aficionados, says such clubs plus the home-page-building business will translate into more advertising revenue. As users build more Web pages, they will spend more time at Theglobe site, which is one measure advertisers consider when placing ads. The company also plans to sell its e-mail club service and home-page building tools to other sites and has signed several agreements with sites such as Alloy, which is geared toward teens, and Direct Hit, a search engine.

But while the young executives are optimistic and eager to prove the naysayers wrong, they admit they face an uphill battle. Krizelman said he was glad when VA Linux, which soared 733% in its first day of trading last month, stole the IPO title.

"We don`t want to be known just as a stock," he says. "What Theglobe offers today is better than what it did four or five years ago."

But Krizelman adds that if Theglobe doesn`t become a leader, then the two might get out. "The trick for us is to lead. If you don`t lead, you might as well sell."


Rulle

[Rullenheim]

Es gibt mal wieder Neues bei TGLO, aber erstmal möchte ich auch etwas Negatives loswerden: Was ist mit den Quartalszahlen. Soweit ich das weiß sollten die am 17.01. bej´kanntgegeben werden. Weiß da jemand mehr?

So, jetzt aber zu den guten News. TGLO hat zwei Aqisitionen bekanntgegeben, die dden Onlinegamblingbereich der Community verstärken werden. Hier die Mitteilung:

Related Quotes

TGLO
7 7/8
-3/16

delayed 20 mins - disclaimer


Friday January 14, 6:14 am Eastern Time
Company Press Release
SOURCE: theglobe.com
theglobe.com Strengthens Game Network with Acquisition of Chips & Bits Inc., Leading Online Game Retailer and Strategy Plus, Inc., Publisher of Premier Game Magazines
NEW YORK, Jan. 14 /PRNewswire/ -- theglobe.com (Nasdaq: TGLO - news), the global community network that specializes in bringing people together around shared interests, today announced that it has acquired Chips & Bits, Inc. (``CBI``) http://www.chipsbits.com, a leading online game retailer and Strategy Plus, Inc., a publisher of magazines targeted at game enthusiasts. The all-stock transaction was valued at approximately $16 million. Additionally, the Company announced that all of its game properties will be consolidated into one stand-alone division.

``This acquisition allows us to better grow our strategy, service the members of our game community and position this division as a world leader in games,`` said Dean Daniels, Chief Operating Officer, theglobe.com. ``The games community is one of the most loyal and vibrant on the Web today. They are the early adopters and are the audience that will lead the charge into the broadband era.``

According to The NPD Group, the U.S. video game market derived $7 billion in revenues in 1999. The acquisition provides theglobe.com with a valuable, highly targeted offline audience and thriving e-commerce division.

The acquisition of Chips & Bits and Strategy Plus strengthens theglobe.com`s game network, the world`s second largest online information game network*, comprised of leading online game sites HappyPuppy.com, GamesDomain.com, KidsDomain.com and ConsoleDomain.com. The acquisition bolsters theglobe.com`s existing game strategy by offering compelling core services: game news and reviews, online demos and downloads and cheats and tips; over 10,000 products to millions of gamers, and the powerful offline marketing presence of Computer Games Magazine.

Added Will Margiloff, Director of Sales, theglobe.com, ``The combination of Chips & Bits` large and loyal offline game audience and e-commerce opportunities provides theglobe.com with a unique `closed-loop marketing` solution for game advertisers. theglobe.com can now provide a one-stop media outlet for game companies to market and sell their products via banner ads, online sponsorships, opt-in programs, print advertising and magazine inserts, furnishing a powerful marketing solution within the game market.``

Offline Gaming Publications

CBI builds customer loyalty and drives repeat visits to its online properties via its leading offline gaming publications, notably, Computer Games Magazine with a qualified paid circulation of 220,000 copies, according to BPA International. The Company also publishes various other well-known guides for PC gamers, including Computer Games Buyers Guide, Computer Games Fall Preview Guide, Computer Games Getting Started Guide, Computer Games Tips & Cheats and Computer Games Design Guide.

eCommerce

Through its Chips & Bits online store, a leading shopping destination for PC and console interactive entertainment software, the Company offers over 10,000 products for both retail and wholesale purchase.

Portal

CBI`s portal, a top interactive entertainment site, is a unique online destination for gamers, offering a wide variety of content, community and commerce services, including online shopping, editorial content, community-building features, and demo downloads, among other features, focused on interactive entertainment products.


* According to a November 1999 custom report from Media Metrix,
theglobe.com`s gaming property is the second largest gaming portal on
the Web with a reach of 2.5%. This ranking is second only to IGN.com
(2.6%) and ahead of ZDnet`s GameSpot (2.2%) and CNET`s GameCenter (1.5%)

About theglobe.com

theglobe.com aggregates users into a global community network around common themes of interest. The Company offers state-of-the-art website building tools and a network of email clubs. theglobe.com is one of the world`s largest independent community sites and has been a leader in the industry for nearly five years. theglobe.com Network is comprised of theglobe.com community, leading online game sites HappyPuppy.com, GamesDomain.com, KidsDomain.com and ConsoleDomain.com and business web hosting property WebJump.com.

theglobe.com`s distribution partners include Time Warner`s Road Runner, AOL UK, One Main, Alloy, Direct Hit and Chaitime.

Safe Harbor -- this press release contains financial information and includes forward-looking statements related to theglobe.com, Inc. that involve risks and uncertainties, including, but not limited to, product delivery, the management of growth, market acceptance of certain products and other risks. These forward-looking statements are made in reliance on the ``safe harbor`` provisions of the Private Securities Litigation Reform Act of 1995. For further information about these factors that could affect theglobe.com`s future results, please see the Company`s filings with the Securities and Exchange Commission. Prospective investors are cautioned that forward-looking statements are not guarantees of performance. Actual results may differ materially from management expectations. Copies of these filings are available upon request from theglobe.com`s investor relations department. theglobe.com, theglobe.com (logo), globeclubs, Happy Puppy, Kids Domain, Games Domain, and WebJump are service marks of theglobe.com, inc.

Contact: Esther Loewy, Director of Communications of theglobe.com, 212- 894-3604, or fax, 212-962-6050, or [e-mail].

SOURCE: theglobe.com



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


Außerdem:

Friday January 14, 6:20 pm Eastern Time
Company Press Release
theglobe.com, MapInfo, Parametric Technology, SBS Technologies, and uBid Conference Calls to be Broadcast by Investor Broadcast Network Over the Internet
PHILADELPHIA--(BUSINESS WIRE)--Jan. 14, 2000--theglobe.com, inc. (NASDAQ:TGLO - news), MapInfo Corporation (NASDAQ:MAPS - news), Parametric Technologies Corporation (NASDAQ:PMTC - news), SBS Technologies, Inc. (NASDAQ:SBSE - news) and uBid, Inc. (NASDAQ:UBID - news) will broadcast investor communications conference calls over the Internet, Investor Broadcast Network (f/k/a Vcall) announced.

theglobe.com, inc. will broadcast its quarterly earnings conference call on Thursday, January 27, 2000 at 5:00 PM EST. This call can be accessed at http://www.vcall.com/static/startframeset.asp?companyid=1180." target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/static/startframeset.asp?companyid=1180.

MapInfo Corporation will broadcast its quarterly earnings conference call on Tuesday, January 18, 2000 at 8:30 AM EST. This call can be accessed at http://www.vcall.com/static/startframeset.asp?companyid=807." target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/static/startframeset.asp?companyid=807.

Parametric Technology Corporation will broadcast its quarterly earnings conference call on Tuesday, January 18, 2000 at 10:00 AM EST. This call can be accessed at http://www.vcall.com/static/startframeset.asp?companyid=1091." target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/static/startframeset.asp?companyid=1091.

SBS Technologies, Inc. will broadcast its quarterly earnings conference call on Tuesday, January 18, 2000 at 4:30 PM EST. This call can be accessed at http://www.vcall.com/static/startframeset.asp?companyid=1923." target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/static/startframeset.asp?companyid=1923.

uBid, Inc. will broadcast its quarterly earnings conference call on Tuesday, January 18, 2000 at 5:00 PM EST. This call can be accessed at http://www.vcall.com/static/startframeset.asp?companyid=322." target="_blank" rel="nofollow ugc noopener">http://www.vcall.com/static/startframeset.asp?companyid=322.

These events are available through Investor Broadcast Network`s Vcall website, located at http://www.vcall.com. Listeners should go to the website at least fifteen minutes before these events to register, download, and install any necessary audio software. For those unable to attend the live broadcast, a replay will be available beginning approximately one hour after the event.

There is no charge to access any event.

About Investor Broadcast Network

Investor Broadcast Network, founded as Vcall in 1997, is the leading webcaster of investor events covering over 1200 public companies. The Company provides compelling investor content direct from companies and experts to more than 375,000 registered users through its Vcall, RadioWallStreet and Investor Conference broadcast services.

Vcall gives investors a front-row seat at corporate investor relations conference calls from more than 600 public companies. Vcall webcasts include earnings releases, shareholder meetings, and financial community presentations.

For more information on Investor Broadcast Network visit www.investorbroadcast.com.


--------------------------------------------------------------------------------
Contact:

Investor Broadcast Network
Lindsey Atzrott, 215/814-6550
IBC 16-00


Rullenheim

[fredestein]

Hallo!
Schreibe hier zum ersten mal. Ich beobachte diesen Thread schon seit anfang an. Sind den derzeit keien Analysten für diesen Wert zu haben! Tut mir leid aber mit den Englischen Texten kann ich nicht wirklich viel anfangen. Ist das so OK, daß TheGlobe einfach so die Zahlen nicht bringt ohne irgendeiene Begründung. Oder ist das einfach nur eine Unzuverlässige und undurchsichtige Firma? Ich bin seit Juni 99 investiert, in der Hoffnung auf einen Turnauround. Aber wenn sich nicht sehr bald etwas ändert bin ich hier mit einem dicken minus raus!
Oder ist hier noch jemand der der Meinung ist es lohne sich drin zu bleiben???

[Rullenheim]

Hallo Fredestein,
ist ja wirklich schön, daß hier endlich mal jemand einen Kommentar abgibt. Wieso schreibst Du hier nicht öfter etwas? Ich bin seid ein paar Wochen bei TGLO dabei und bin mittlerweile auch entwas entäuscht. Das mit den Earnings muß ein Irrtum gewesen sein. Ich habe gehört, die kommen am 27.01.`00. Vielleicht sollte man mal bei der Investors Relations Abteilung nachfragen. Hier sind erstmal ein paar Kommentare zu den Earnings:

Earnings are out Jan. 27 after the
by: huhu9898_98 1/19/00 12:00 pm
Msg: 20299 of 20304
bell Approx.5:00 P.M.
Analyst Est. -.47
Whisper # -.41

Now correct me if I`m wrong but if TGLO announces record revenue, new customers, and earnings... WON`T IT`S STOCK SKYROCKET?

TGLO`s current state over being highly oversold is in my opinion very dangerous for short. Especially with earnings a week or so away!!


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


The earnings are coming $$$$$$$$$$$$$$$
by: sgambaro 1/19/00 2:40 pm
Msg: 20304 of 20304
The shorts better take the time to read this and sell off all of their shares, becuase once the earning are released on the 27th we will see this stock in the teens.


Tut mir Leid, daß Du mit den US-Texten Nichts anfangen kannst, aber ich habe keine Lust das Alles zu übersetzen.

Ich werde auf jeden fall noch erstmal bis zu den Zahlen warten. Wenn dann nicht bald mal etwas passiert, dann gehe ich auch raus.

Rullenheim

[Rullenheim]

Hallo,
also Earnings kommen definitiv am 27.01., wollen wir mal schauen, was da auf uns zukommen. Ich denke, daß wir ganz klar über den Erwartungen liegen werden, denn die letzten Monate liefen wirklich super:

Thursday January 20, 1:44 pm Eastern Time
Company Press Release
SOURCE: theglobe.com
theglobe.com Network Jumps to #34 in December`s Media Metrix Report Accelerated Growth Demonstrated During Busy Holiday Season
NEW YORK, Jan. 20 /PRNewswire/ -- theglobe.com, the global community network that specializes in bringing people together around shared interests, today announced its network jumped five spots to rank 34th in the December 1999 Media Metrix Top 50 Properties report.

``During the most saturated e-commerce season to date, theglobe.com was able to increase traffic by 51% from September 1999*,`` stated Dean Daniels, Chief Operating Officer, theglobe.com. ``This demonstrates the fundamental strength of our community tools and attests to our existing strategy of aggregating users around similar interests.``


In December 1999 alone, theglobe.com Network grew by 10%.

Percentage growth

theglobe.com 10%
Homestead 8%
Talk City 4%
Tripod 3%
Xoom -1%
Geocities -1%
Angelfire -3%
Fortune City -8%
Homepage.com -9%

``In addition to the increase in our audience, we continue to see a rise in the number of companies selecting theglobe.com to build their communities with our email clubs and website publishing tools,`` added Daniels. Community partners include Time Warner`s Road Runner, AOL UK, One Main, Alloy, Direct Hit and Chaitime.

During the last quarter, theglobe.com launched a television advertising campaign to promote its fast growing email clubs and acquired WebJump, a premier business-to-business webhosting service targeting small business owners. theglobe.com also experienced tremendous growth within it`s Game Network, the second largest game information network in the world, comprised of Games Domain, Kids Domain and Happy Puppy which grew 125%, 51% and 34% respectively since September 1999.

This reach figure does not include theglobe.com`s recent acquisition of Chips & Bits, Inc. and Strategy Plus, Inc.
About theglobe.com

theglobe.com aggregates users into a global community network around common themes of interest. The Company offers state-of-the-art website building tools and a network of email clubs. theglobe.com is one of the world`s largest independent community sites and has been a leader in the industry for nearly five years. theglobe.com Network is comprised of theglobe.com community, leading online game sites HappyPuppy.com, GamesDomain.com, KidsDomain.com and ConsoleDomain.com and business web hosting property WebJump.com.

Safe Harbor -- this press release contains financial information and includes forward-looking statements related to theglobe.com, Inc. that involve risks and uncertainties, including, but not limited to, product delivery, the management of growth, market acceptance of certain products and other risks. These forward-looking statements are made in reliance on the ``safe harbor`` provisions of the Private Securities Litigation Reform Act of 1995. For further information about these factors that could affect theglobe.com`s future results, please see the Company`s filings with the Securities and Exchange Commission. Prospective investors are cautioned that forward-looking statements are not guarantees of performance. Actual results may differ materially from management expectations. Copies of these filings are available upon request from theglobe.com`s investor relations department. theglobe.com, theglobe.com (logo), globeclubs, Happy Puppy, Kids Domain, Games Domain, and WebJump are service marks of theglobe.com, inc. or its subsidiaries.

Contact: Esther Loewy Katz, Director of Communications of theglobe.com,
212-894-3604, or [e-mail].
SOURCE: theglobe.com


Es sieht wirklich sehr gut aus. In naechster Zeit sollte endlich der Ausbruch kommen. Ich habe jedenfalls noch Gedult.

Rullenheim

[ropi27]

hallo ich bin heute das erste mal hir und freue mich endlich etwas zu TGLO gefunden zu haben. Es gibt mir wieder etwas hoffnung was ich hier lese,habe sie sehr teuer eingekauft(12EUR).Bin noch nicht lange dabei und habe noch nicht so viele informationsquellen und deshalb ist es schön solche beiträge zu lesen und zu wissen das noch jemand diese aktie hat.


Tschüß!

[Rullenheim]

Hallo ropi27!
Es ist auch für mich schön, hier in diesem Thread neue TGLOaktionäre begrüßen zu dürfen. Im Moment ist die ganze Situation nicht gerade toll. Ich hoffe auf gute Quartalszahlen. Wenn das nicht hinhaut, muß ich mir gut überlegen, ob ich weiter dabei bleibe.
Bis bald!
Rulle

[ropi27]

Hallo Rullenheim als ich bei consors mir den kurs von theglobe angeschaut habe ist er gerade um 15% getiegen auf 9 EUR !Weisst du vieleicht warum? Übernahme oder super Qualtalszahlen!!

Danke! was hast du eigentlich noch für aktien?

[Rullenheim]

Hallo ropi27!
Gestern lief es ja für TGLO schonmal ziemlich gut, trotz des sehr schlechten Gesamtmarktes. Ich bin jetzt sehr zuversichtlich für TGLO. Das Volumen war sehr schön hoch gestern. das kann in den nächsten tagen ganz nett werden, nur Gedult!
TGLO ist wieder ein Kandidat für einen Kursschub aufgrunde von zwei Dingen. Zum einen werden die Quartalszahlen ziemlich gut werden, weil bei TGLO in den letzten Monaten ein starkes wachstum vorhanden war (siehe vorige Postings). Außerdem gibt es immernoch Gerüchte, daß CMGI TGLO übernehmen könte. Dabei geht es CMGI hauptsächlich um den namen TheGlobe.com, der alleine bestimmt 200M$ wert sein dürfte! In den US-Boards wird von einer riesen Gab heute ausgegangen. mal schauene, was da dran ist. Hier ein paar Meinungen aus US-Boards:

TGLO and CMGI
by: dawarrior_2000 1/25/00 5:03 am
Msg: 20444 of 20445
It appears that CMGI is very interested in 2 things from TGLO. First and foremost, CMGI wants their gaming properties....ranked second in usage and subscribers. Also, and someone suggested this earlier, CMGI wants TheGlobe`s name!!!! THE GLOBE.com is perhaps the greatest name on the internet and alone is worth $200m! What better name could be more appropriate for CMGI as they pursue their quest to have their paws in every facet of the internet. Brand name is huge on the www and THE GLOBE certainly has it. If their ever was a company that embodies everything the internet was, and is, it is the GLOBE!

Warrior



news around ny is that the deal will be announced sometime tommorrow;; looks like it will be after the market closes...

suggest load up on tglo in the am....

i hope the price stays below 10; otherwise, it will probably hit 20, before it corrects...

please, invest only after you do your dd.....



cmgi/tglo deal; is it for real ?
by: buccko57 1/24/00 10:02 pm
Msg: 20432 of 20445
anyone hear more about the possible deal between cmgi and tglo;;;;;

seems like some people are suggesting that cmgi takeover the globe.com for what would be a bargain basement price;;;

does this make sense????



< Previous | Next > [ First | Last | Msg List ] Reply

tglo up to 12-13 in am
by: buccko57 1/24/00 10:32 pm
Msg: 20434 of 20445
look for tglo to jump up early morning...
several factors to consider;
1. possible upgrade by bank of america sec.
2. rebound after today`s sell off
3. possible cmgi deal
4. traffic to tglo web site increasing
5. probably significantly oversold
6. shorts eventually have to ante up..

12 or 13 a possibility,, hold on to your hats..




warrior is right- tglo is strong buy
by: siliconwadi (24/M) 1/25/00 5:50 am
Msg: 20445 of 20445
theglobe has an extraordinary name!
many others would love to own this name. brand names actually do mean a lot in this industry, especially when it comes to recognition. in this case, it sets a perfect global image.
anyway, i think it is definitely time to buy strongly. the company is not stupid, and they know exactly what is going on in the competitive space around them. think about it logically guys! i would buy and hold this stock. never a better time to own tglo at these levels.
long big time!

peace



So und jetzt schauen wir mal, was an den nächsten beiden tagen passiert! Quartalszahlen werden auf jeden Fall gut!

Ach so, sonst habe ich noch Edel, SER, Starnet und seit gestern Pervasive im Depot!

Alles Gute!

Rullenheim

[Rullenheim]

Hi Leute! Zwar keine Gab, aber trotzdem sieht es sehr gut aus! Aktuel plus 5%. Wenn man mal so die Meinungen einholt bekommt man nur Positive! Charttechnisch sollte der Boden jetzt endlich bei 8 durchlaufen sein. Bis 10 gibt es keinen großen Verkaufsdruck. Die Shorties werden jetzt nervös und werden wohl covern.
Rullenheim

[Rullenheim]

TGLO`s TECHNICAL ANALYSIS:
by: huhu9898_98 1/25/00 12:23 pm
Msg: 20464 of 20470
TGLO has been basing for the past week or so at $7-$8 range. In the past 2-3 months volume has been very ow which suggests that there are few buyer and sellers of TGLO. In other words there`s no interest in the stock. I believe a majority of the investors who are in TGLO at the moment have either bought the stock below $10; bought the stock higher than $20. Those that have bought in the teens most likely sold prior to the new year for a tax lose.

TGLO in the past week has also broke its downtrend. It should have been in the $6`s by now. Yet, it`s moving up. Moving up on volume also. Volume has been slowly increasing in the past few days. There were day in the past few months where TGLO would not reach 100,000 shares trading hands. But I believe as volume increases, more and more buying interest will come in. I don`t believe we`ll get much people shorting the stock due to the reasons I posted in my previous post. I do believe we will get the novice investors begin to short at $9-10 range. And subsequently they`ll begin to post online.

If TGLO breaks $10 I believe we will be in a substantial uptrend. An uptrend that might even be helped be this CMGI takeover. An uptrend that can be helped be earnings, subsriber growth and revenue!



Why would CMGI buy TGLO?
by: huhu9898_98 1/25/00 12:13 pm
Msg: 20463 of 20471
Revenue streamS
Subscriber growth
Very cheap stock price
CMGI has lots of cash on hand
CMGI NEEDS to continue to acquire.That`s what they do!
TGLO + CMGI + Alta Vista can better compete with the like of YHOO and AOL
CMGI doesn`t have a community website like AOL & YHOO


Earnings are out this Thursday. TGLO is one of the, maybe the most, OVERSOLD Nasdaq stock right now. If any news or substantial rumors start to float out into the media I`m looking for a big up POP in TGLO. I believe it will at least pop up to $20 because that`s what price is floating around. Anything higher then that is gravy.




TGLO aslo based on its 1999
by: huhu9898_98 1/25/00 12:05 pm
Msg: 20462 of 20471
acquistions (i.e. Webjump) is cansidered a B2B play. Not a B2B the like of Ariba or Verticalnet. But a B2B in long distance, web technicians etc...

What I`ve seen from TGLO in the past few months is a company that has been transforming itself from obtaining revenue from just advertising to a company that`s going into different facets of the internet. The name of the game is to increase exposure and utilize the resources the company has. The major resource the company has right now is its` community base!

I believe this is A reason that TGLO went down from its highs. Analysts believes that TGLO needed to increase the streams of revenue. They are right for that matter. Advertising though is an excellent form of revenue, it`s not the only form/source of revenue for a company like TGLO.

I think TGLO in the past few months has realized the power of a COMMUNITY based web site. TGLO has done something about it. Not by changing its format but buy acquire established businesses that have a following and technology that can be integrated into TGLO`s communities.

Will this integrating pay off? I believe so. It might take a few more quarter but eventually laying down a strong foundation will help produce.

Some of you might not agree with me. That`s alright you have a right to you opinions. But look what has happened in the last few day. The NASDAQ and DOW have sunk while TGLO has risen. Not by much but this could be a very profitable turning point. The market will reward TGLO eventually. They see that TGLO management isn`t sitting on their hands. They see movement and movement in the right direction.

Companies like CMGI see this also. That`s how venture capitalists male money. They see companies that are turning and attack them. Either they compete with them (which is very expense) or they buy them up. Buying TGLO would be a more logical step!!

[ropi27]

hallo rullenheim !


war sehr interessant ich glaube auch das theglobe ein gutes investment ist .wenn die hv gegen 17.00 uhr war ist sie glaube ich nicht so gut verlaufen,weil der kurs plötzlich etwas eingebrochen ist. wenn sie sich nicht bald etwas höher einpegelt werde ich sie verkaufen oder soolt ich lieber billig nachkaufen?
wenn du news hast von der hv bitte schreibe sie uns danke!

weiter ein gutes händchen!

[Rullenheim]

Hallo ropi27!
Ich konnte einige Zeit nicht schreiben, aber jetzt werde ich mal wieder ein paar Kommentare abgeben.

Die Zahlen waren nicht überragend, aber trotzdem über den Erwartungen mit -0,41 Dollar pro Aktie. Wenn man sich mal die letzten Quartale anschaut, dann hat TGLO jedesmal die Erwatungen geschlagen:

quarter.....exp....act....diff....%surprise
12 1999 -0.49 -0.41 0.08 16.33 <= this qtr
09 1999 -0.35 -0.29 0.06 17.14
06 1999 -0.32 -0.27 0.05 15.63
03 1999 -0.28 -0.24 0.04 14.29
12 1998 -0.33 -0.27 0.06 18.18

So, nun aber zu der viel besseren Nachricht: Die beiden CEO`s von TGLO Stephan Paternot und Todd Krizelmann sind zurückgetreten. Unter Insidern galten die beiden als völlig unkompetent. Hier nochmal die Meldung:

TheGlobe.com`s CEOs stepping aside
By Patricia Jacobus
Staff Writer, CNET News.com
January 28, 2000, 1:20 p.m. PT
update Struggling community site TheGlobe.com said that its co-founders plan to resign as chief executives.

News of the executive shuffle sent the company`s stock down $1.06, or about 12 percent, to $7.94 by the close of trading at 1 p.m. PST.

Stephan Paternot and Quote Snapshot

TGLO 7.94 -1.06


Enter symbol:

· Symbol Lookup

More from CNET Investor
Quotes delayed 20+ minutes

Todd Krizelman said they will remain on TheGlobe`s board of directors to advise on new products and strategy.

A search for a new chief executive is under way, the two men said in a statement.

At the same time, the company`s chief operating officer, Dean Daniels, has been promoted to president. Daniels, who joined TheGlobe in September 1998, had an extensive career at CBS, where he was responsible for all TV network activity on the Internet.

Paternot and Krizelman said that stepping down as chief executives is a natural progression for a company they say is experiencing revenue growth. They pointed out that their talents as entrepreneurs were well served when they launched TheGlobe.com, but now a more experienced managerial staff would better suit the established company.

"We have always been completely commited to the business," Paternot said in an interview this afternoon. "Our goals are to keep building new products and leave managerial responsibilities as well as our relationships with investors to a more seasoned management."

The two men founded TheGlobe five years ago while still college students at Cornell University. The company went public in November 1998 and was an instant sensation.

Just a year ago, Web communities such as TheGlobe, Xoom.com and Tripod were considered the next big hit. But although the home page sites attract millions of Web publishers, analysts today doubt that personal publishing will survive as a standalone business model.

TheGlobe`s rise and fall is a good example. After its initial public offering of $4.50 a share, the company saw its stock soar to a high of $48.50 on a split-adjusted basis and then plummet to its current trading price, below $10 a share.

Warum der Kurs heute um fast 12% gefallen ist, bleibt mir auch ein Rätsel. Ich werde aber nicht verkaufen, nachkaufen jedoch auch nicht.

Bis bald!

Rullenheim

[Rullenheim]

Bin ja mal gespannt was heute in den USA passiert. In Deutschland ist TGLO schon wieder bei 8,60 und war schon bei 8,70. Sieht also ganz gut aus.

Rulle

[TheSimpson]

endlich mal eine gute nachricht !
da kann es ja nur aufwaerts gehen..

[ropi27]

das mit Theglobe kann jetzt wohl noch eine weile dauern,bis sie endlich wieder steigt .Ich verstehe nicht warum sie so runter geprügelt wird und warum der kurs in deutschland zur zeit immer höher ist als in den USA. Aber was solls ich halte weiter aus vieleicht wird es ja belohnt!
Nagut bis dann!

[Rullenheim]

Hallo!
Ich verstehe es auch nicht. TGLO fällt, obwohl eigentlich nur gute Nachrichten kommen. Aber vielleicht sehen andere Investoren diese nachrichten als nicht so gut an. Ich halte jedenfallsauch noch aus und bleibe dabei. Es ist für mich Alles so unverständlich wieso der Wert fällt. das kann eigentlich nicht sein. Die Quartalszahlen waren ok. Hoffentlich zahlt sich unsere Gedult aus!
Rulle

[Karl_Pfeiffer]

die rakete hat gezündet!!!

[Anton.Habicht]

Würde mich freuen - Habe die Shares schon ein halbes Jahr im Depot liegen.

[Rullenheim]

Ja Karl, ich weiß, Schadenfreude ist die schönste Freude. Ich habe Nichts dagegen, denn bei TGLO passiert ja nun echt Nichts. Ich bin auch noch immer drin und werde es auch noch bleiben. Zwar ist der Gedanke "tiefer kann es kaum noch gehen" wohl einer der falschesten an der Börse, aber das was wir hier sehen ist eine absolute Übertreibung nach unten. Kurse unter 10 sind fundamental nicht gerechtferigt. Ich behalte die Gedult!
Rulle

[ulfrese]

Habt Ihr die Umsätze am Mo.+Di. und Mi. in den USA gesehen. Was noch interessant ist, der durchschnitt lag am Di. bei 1800 Stck. sonst immer bei etwa 400! Und jetzt legt der Wert doch gewaltig zu. Was meint Ihr, Strohfeuer oder geht es endlich los?

[Rullenheim]

In den letzten vier Tagen war das Volumen wirklich sehr hoch. Außerdem gab es einen positiven Bericht bei CBS. Hier ist er:

Orphan stock poised for better days
All the world`s a globe ... `.com,` that is

By Thom Calandra, CBS MarketWatch
Last Update: 12:47 PM ET Feb 17, 2000 FTMarketWatch.com
Thom`s biography

SAN FRANCISCO (CBS.MW) -- Remember Theglobe.com, the hot New York Web company started by two kids in a Cornell University dorm room?


Today on CBS MarketWatch
Dow plunges; Nasdaq soars
H-P revenue rises 14 percent
TD Waterhouse posts record profits
Reno seeks 5-yr. cybercrime plan
Applied Materials boosted by outlook
More top stories...
CBS MarketWatch Columns
Updated:
02/16/2000 5:06:58 PM ET




Theglobe.com is having growing pains. Its 20-something CEOs are handing over the day-to-day stuff to the grayhairs. The community Web site developer is recreating itself as a hip new-media company.

But Wall Street, where the company is located, doesn`t care a bit. At one investment conference in San Francisco, you could hear a pin drop when Theglobe.com`s executives unveiled their new strategy.

It`s a shame. As Theglobe.com`s stock (TGLO: news, msgs) sinks lower and lower, its content and Web-building tools keep getting better and better. Wall Street is about to find out that Theglobe.com has several patents pending on e-mail-to-banner-ad technology.

Plus, the company`s foray into electronic gaming content and small business tools is giving the lower Manhattan company a reach to millions of new users, Media Metrix figures show.

Alas, Theglobe.com is like a lot of Internet content companies these days -- like Salon.com (SALN: news, msgs), for instance: great articles and breaking news, but investors don`t want to touch the individual stocks.

I talked to Theglobe.com chief operating officer Dean Daniels, who tells me Theglobe.com is making a big bet on folks who buy electronic games. The games review network -- with names like GamesDomain.com, ComputerGamesOnline.com and HappyPuppy.com -- reached 2.7 million people on the Internet in December. That`s more than competitors from CNET (CNET: news, msgs), with its www.Gamecenter.com, and ZDNet (ZDZ: news, msgs), with its www.Gamespot.com, Daniels said.

Games people play

The games network has product reviews, demos and how-to-features on Nintendo, Playstation, Dreamcast, Windows and Macintosh games. Oh, and great graphics, like "the ultimate goth chic--Hecubah." A physical magazine, Computer Games, has a 250,000 circulation. "Gamers are a loyal audience," says Daniels, who is running the company`s day-to-day operations during the search for a new CEO.



Theglobe.com

Daniels tells me his company has six patents pending for technology that connects e-mail users to Web banner ads. Such patents could give Theglobe.com an edge in turning e-mail traffic into Web "reach."

Theglobe.com is also pitching its personal publishing tools -- where you can build your own Web site by downloading modules for headlines, interfaces and so on -- to small-business owners. The company`s webjump.com will help Web users see Theglobe.com as a business-to-business tool, and not just as a bunch of 20-something kids in a dorm room, Daniels said.

"We are distributing tools so that we can get a critical mass of users," he said. The company co-brands community offerings for companies and organizations. "It made no sense to take on Alloy (ALOY: news, msgs) (a Web-tools company), and spend $100 million, when we can do a co-branded relationship so that they don`t have to build community."

At the heart of Theglobe.com, of course, is its sense of community. Much of that comes from the Web-based clubs that Theglobe.com users join. The clubs cover everything from football to basket-weaving to, well ... midget porn. "We like porn. We like midgets. So what the heck," says one member of that club.

The clubs, thousands of them, help the company translate e-mail into page reads. "They are e-mail driven. If a club is trying to poll its members, and sends out e-mail, when the club`s users click on links in the mail, they come back to us," Daniels says.

The biggest test for Daniels and his team of 240 people at Theglobe.com probably will be winning back the Wall Street community. After a sizzling IPO in 1998, Theglobe.com`s shares are flirting with a new low. Market capitalization for the company is less than $200 million.

Analyst Cameron Finnegan at investment bank Wit Capital in New York tells me Wit`s research calls for a "venture buy" on Theglobe.com`s stock. "That`s because of inherent risks in their business model, so this is for venture-type investors," she says.

Still, Finnegan says she is looking for strong revenue growth for Theglobe.com: $40.9 million of sales this year and $94.7 million next year. Theglobe.com, after some revenue hiccups last year, recorded $18.5 million in sales for 1999. Much of the company`s revenue comes from advertising on the various Web sites, which make Theglobe.com the 34th in Media Metrix`s ranking of online reach to users.

"Our valuation is ridiculous, but I am in the business of building a business," says Daniels. Now, if only Daniels can get Theglobe.com stock out of the gutter and into the limelight.

Theglobe.com shares on Nasdaq Thursday morning rose 7/8 to 7 9/16.

New show: Our new early-morning television show, a look-ahead at Wall Street, shows each weekday morning on WCBS-TV in New York City. It`s hosted by our own CBS MarketWatch anchor Betsy Karetnick and by WCBS anchor Amanda Grove. Plus, watch "CBS MarketWatch Weekend" across the United States every weekend. This weekend, I will take a look at an old-style value manager with some great bargain stock ideas.






Thom Calandra is CBS MarketWatch`s editor-in-chief. Thom appears regularly on "CBS MarketWatch Weekend," which airs weekly on CBS television.


Hoffentlich geht es jetzt endlich mal wieder in den zweistelligen Bereich!

Rullenheim

[fredestein]

Tagchen!
Köntest Du vielleicht nur den Sinn der Nachricht in deutsch kurz wiedergeben.
Schon mal besten Dank!

[Rullenheim]

In dem Bericht geht schreibt der Verfasser, daß er es als eine Schande sieht, daß ein Wert wie TGLO so runtergeprügelt wird, obwohl sich die Firma immer weiterentwickelt. So hat TGLO jetzt auch eine Technologie für Webbanner entwickelt und ist auf dem Onlinegamblingmarkt aktiv geworden. TGLO ist reif für Kurssprünge.
Rullenheim

[Rullenheim]

Im außerbörslichen Handel ist TGLO schon bei über 8 Dollar. In Deutschland kann man jetzt NOCH zu Kursen unter 8 einsteigen. Das ist ne nette Einladung!
Rullenheim

[Rullenheim]

Um 13 Uhr US easter time soll eine große strategische Allianz bekannt gegeben werden. Das Volumen ist dementsprechend hoch. Auch die Gab war ok. Ich denke da kommt was Großes auf uns zu! Die Party geht los!
Gedult zahlt sich immer aus!
Rulle

[Rullenheim]

Ich habe jetzt schon aus mehreren Quellen gehört, daß um 13 Uhr amerikanischer easter Zeit eine interessánte Nachricht kommen soll. Das Volumen ist gigantisch. Man bin ich gespannt!
Rulle

[fredestein]

Danke Rullenheim!
Bist wohl selber groß investiert in diesem Wert!
Gibst Dir wirklich sehr viel Mühe. Wären nur alle hier in diesem Board so wie Du!
Bis denn, denn

[Rullenheim]

Hallo Fredestein!
Danke für die netten Komplimente! Ist sehr nett von Dir. Mit der Nachricht war es wohl doch Nichts. War wohl nur ein Gerücht. Schade, aber trotzdem lief es ja ganz nett.
Viel Neues gibt es nicht. Mal sehen, was Montag passiert!
Bis dann!
Rulle

[Rullenheim]

Mal wieder good News von TGLO:

Related Quotes

SPLN
TGLO
34 5/16
8 1/16
+9/16
+7/16

delayed 20 mins - disclaimer


Wednesday February 23, 10:58 am Eastern Time
Sportsline.com and theglobe.com in strategic pact
NEW YORK, Feb 23 (Reuters) - Internet sports media company SportsLine.com Inc. (NasdaqNM:SPLN - news) said Wednesday it has entered into a strategic partnership with theglobe.com (NasdaqNM:TGLO - news) for marketing and distribution.

SportsLine, which publishes CBS SportsLine, will receive a minimum guarantee of $5 million, payable in theglobe.com stock representing about 3 percent of outstanding shares in theglobe.com stock.

In exchange, it will promote theglobe.com`s community network throughout the CBS SportsLine site. Additionally, theglobe.com will have exclusive rights to sell advertising, sponsorships and non sports-related e-commerce on CBS SportsLine.

Under the agreement, SportsLine.com will also have the opportunity to receive additional payments in stock or cash, contingent upon certain performance achievements.

Beginning with CBS SportsLine`s coverage of the Major League Baseball season, theglobe.com will co-brand and customize its community services, including e-mail clubs, home page building tools and message boards for CBS SportsLine and its fantasy sports service, Commissioner.COM.

``We strongly believe that our strategic partnership with theglobe.com will enable us to foster deeper relationships with our users, resulting in more frequent and longer visits to our site and substantial incremental value to both our consumers and shareholders,`` said Michael Levy, founder and chief executive officer of SportsLine.com Inc.

``Sports fans are among the most passionate and dedicated users of the Internet and through theglobe.com`s expertise in building community, we will provide CBS SportsLine users the best opportunity to express their opinions and interact with other users.``

``We`re pleased that SportsLine.com recognizes that community is a key component to customer retention on the Web and this partnership is an endorsement in theglobe.com as a leader in providing best-of-breed community tools and services,`` said Dean Daniels, president and chief operating officer of theglobe.com.

According to the December Media Metrix report, the combined audiences of SportsLine.com and theglobe.com represent a reach of 12.4 percent of all Web users.


Rulle

[Rullenheim]

Moin Leute!
Sieht wieder besser aus. Natürlich bin ich (leider) noch dabei. Heute hohes Volumen und stiegende Kurse. In den letzten tagen haben einige Fonds kräftig zugeschlagen. Müßt mal im Yahooboard gucken. da findet ihr Quellen. Sieht also wieder besser aus. Mein Kursziel für Ende nächster Woche ist 12! Wäre ja super!
Rulle

[Profiler]

wieder nach oben.

Als mahnendes Beispiel für alle Lemminge

[DerSchulmeister]

Time to say - Strong sell!

[dosto]

little boys never die,

als ich den ersten annual-report bekam und sah die ceo mannschaft
abgebildet, gabs nur eines:verkaufen, mit verlust so schnell
wie möglich.
einäugige wie ich (tatsache) sehen auch mal ein korn.

[Profiler]

wieder nach oben.
Als mahnendes Beispiel für alle Lemminge!!

[Rullenheim]

Tja, diese miesen Zeiten sind vorebi! Bei TGLO bin ich ganz übel auf die Schnautze gefallen! Nie wieder ohne stopploss! Mittlerweile habe ich natürlich zum Glück verkauft! Bestimmt geht es jetzt bald richtig hoch! Naja, es kann nicht nur hoch gehen.
Hiermit möchte ich mich dann einfach mal entschuldigen für diesen Thread! War echt grausam was ich da empfohlen habe.
Rulle

[cashnow]

Ich glaub nächste Woche ist´s wirklich soweit.
wir schaffen die 20.....Cent.

Cashnow dersieauchmalhatte.
Ist z.Zt.aber wirklich ne tolle Performance,nur der Umsatz...:O

[morchel]

0,8!

morchel

[rainer271]

Hi Morchel,
wieder einmal begegne ich Dir in einem Thread.
Hast mir auch schon gute, aber auch schlechte Tips gegeben. Aber ich begegne Dir immer bei, wie ich finde, interessante Werten.
Wundere mich schon seit Tagen, warum bei w.o. niemand über TGLO schreibt. Vor allem ist der Wert fast schon beerdigt gewesen und jetzt diese Performance!
Habe heute 4 mal eine Kauforder nach FFM gheschickt und der Kurs ist meinem Limit jedesmal davongelaufen.
Eine Konsolidierung scheint es noch nicht zu geben.
Ist der momentane Kurs von 0,84 $ trotz der guten Quartalszahlen noch gerechtfertigt?