Profitable Internet Perle unterbewertet - Earthlink - 500 Beiträge pro Seite

[Brokerface1402]

Hallo,

nachdem Softbank Thread: 891624 : SoftBank Group Aktie - 400% Kurspotential mein grösster Favorit auf eine überdurchschnittliche Performance auf dem Börsenparkett ist, möchte ich gerne diesen Thread nutzten um euch eine noch weitesgehendst unentdeckte und profitable Internetperle vorzustellen.

Nachdem die

http://aktien.onvista.de/snapshot.html?ID_OSI=97350

Bei einer augenblicklichen Börsenkapitalisierung von knapp 1 Mrd., einem Umsatzwachstum von 90% sowie einer Cash-Position von über $450,000,000 ist das Unternehmen EarthLink meiner Meinung nach krass unterbewertet.
Knapp die Hälfte der eigenen Kapitalisierung macht das Cash-Capital aus.

EartLink ist in Nordamerika der drittgrösste Internet Service Provider hinter AOL und MSN. Während AOL und MSN in den letzten Monaten massiv Kunden an ELNK verloren haben und sich das Wachstum verlangsamt hat, dürfte ELNK diese Schwächeposition zu eigenen Gunsten ausnutzen um wichtige Marktanteile zu gewinnen. Dazu passt auch die heutige Meldung die ich diesem Thrad hier anschliessen werde "EarthLink High Speed Internet Service Ranked Highest in Customer ..."

Das Kursgewinnverhältnis ist für ein profitables Internetunternehmen sensationell günstig bewertet:
KGV 2003 33,00
KGV 2004 21,27

http://biz.yahoo.com/fin/l/e/elnk_qb.html

Zum 31.03.2003
Cash And Cash Equivalents) $371,243,000
Short Term Investments $78,108,000

Das Unternehmen rechnet im laufenden Gesamtjahr mit einem operativen Gewinn von 108 bis 114 Millionen Dollar Gewinn.
Im aktuellen Jahr sollten sogar 0,16 Dollar und im nächsten 0,30 Dollar je Aktie hängen bleiben. Mit einem KGV 2004 von 24 bei einem erwarteten Gewinnwachstum von 88% sei der Titel attraktiv bewertet. Im Vergleich zu Yahoo, eBay und Amazon.com deren Aktien sich in den letzten Monaten mehr als verdoppelt hätten, habe der Kurs von Earthlink gegenüber dem letzten Tief nur um gut 30% zugelegt. Das KGV von 24 liege bei Earthlink nicht einmal halb so hoch wie bei den anderen drei.

Erst einige wenige Analysten haben das Potential von Earthlink erkannt, darunter:

JEFFERIES & COMPANY, INC

EarthLink "buy" Datum: 17.04.2003

Rating-Update: Die Analysten vom Investmenthaus Jefferies & Co stufen die Aktie von EarthLink (ISIN US2703211027/ WKN 934438) in einer Ersteinschätzung mit "buy“ ein. Das Kursziel sehe man bei 8,00 US-Dollar.

FIRST ALBANY CORP.

EarthLink "buy" Datum: 11.06.2003

Rating-Update: Die Analysten von First Albany nehmen für die EarthLink-Aktie (ISIN US2703211027/ WKN 934438) ein Upgrade von "neutral" auf "buy" vor. Das Kursziel sehe man bei 8 USD.

Die EarthLink Inc., der drittgrößte Internet Service Provider in den USA, meldete am Dienstag einen deutlich geringeren Verlust, was auf Kostensenkungen sowie ein Umsatzwachstum bei Breitband-Internet-Kunden zurückzuführen ist.

Der Nettoverlust lag bei 15,3 Mio. Dollar bzw. 10 Cents pro Aktie verglichen mit einem Verlust von 40,4 Mio. Dollar bzw. 27 Cents pro Aktie im Vorjahr. Vor Einmaleffekten wurde ein Gewinn von 11,4 Mio. Dollar bzw. 7 Cents pro Aktie erzielt. Analysten hatten einen Gewinn von 3 Cents pro Aktie erwartet.

Der Umsatz erhöhte sich um 5 Prozent auf 352,3 Mio. Dollar. Analysten prognostizierten einen Umsatz von 357,2 Mio. Dollar.

Insgesamt zählte das Unternehmen Ende dieses Quartals 5,04 Millionen Kunden, was einem Anstieg um fast 4 Prozent entspricht. Dabei stieg die Zahl der Breitband-Kunden um 64 Prozent auf 993.000.

Die Jahrestiefsstand markierte ELNK am 20.02.03 mit $4,95
Am 17.06.03 notierte ELNK mit den Jahreshöchsständen um $8,56.

Die Aktie von EarthLink hat heute bei $6,69 geschlossen. Von den Jahreshöchstständen hat die Aktie mehr als 20% konsolidiert. D.h. charttechnisch ist die Aktie überverkauft und die Oszilatoren Stochastik zeigen eine massives Kaufsignal. Zwischen $6,50 und $6,20 hat sich eine massive Unterstützungszone ausgebildet.

BF Trading

[Brokerface1402]

EarthLink High Speed Internet Service Ranked Highest in Customer Satisfaction:

ATLANTA, Aug. 5 /PRNewswire-FirstCall/ -- EarthLink , one of the nation``s leading Internet service providers, today announced that its high-speed Internet service has been recognized by J.D. Power and Associates in its 2003 Internet Service Provider Residential Customer Satisfaction Study(SM) with the highest ranking in customer satisfaction for the second year in a row.

"J.D. Power and Associates sets the standard for excellence and achievement, and being singled out for overall customer satisfaction for the second year in a row reinforces our commitment to provide the best Internet experience to EarthLink subscribers," said Karen Gough, executive vice president of marketing for EarthLink. "This honor will help to further differentiate our high-speed service, which continues to play a prominent role in EarthLink``s overall growth strategy."

Consumers participating in the JD Power and Associates Internet Service Provider Residential Customer Satisfaction Study(SM) rated both national and regional ISPs on seven different factors that comprise the overall customer satisfaction index. EarthLink``s top position among broadband providers results from receiving the highest scores in the industry for customer service, e-mail services, cost of service, billing, image, and offerings and promotions.

As part of EarthLink``s commitment to customer satisfaction, the company is aggressively rolling out new products and services to further extend its value proposition. These features, available to all EarthLink High Speed subscribers include: spamBlocker, which eliminates virtually 100 percent of all junk e-mail messages, and Pop-up Blocker(SM), which helps block annoying pop-up ads.

About EarthLink High Speed Internet

With more than 993,000 high-speed subscribers, EarthLink is one of the country`s leading broadband Internet service providers. EarthLink is the only ISP to offer high-speed Internet access nationally through all three major broadband technologies: cable, DSL and two-way satellite. Ranging in price from just $39.95 - $49.95 per month, EarthLink offers a broadband option for every budget and need. For more information about this or other EarthLink high speed products, please call 877-657-6895 or visit http://www.earthlink.net/home/broadband" target="_blank" rel="nofollow ugc noopener">http://www.earthlink.net/home/broadband

About EarthLink

EarthLink is the Internet service provider (ISP) solution for an impatient world. Headquartered in Atlanta, EarthLink has earned a national reputation for outstanding customer service, its suite of online products and services, and is ranked Highest in Customer Satisfaction Among High-Speed ISPs, according to J.D. Power and Associates. EarthLink tied for the highest score among high speed providers in the 2002 study.

Serving approximately five million subscribers, EarthLink offers what every user should expect from their Internet experience: high-quality connectivity, minimal drop-offs and ISP-generated intrusions, and customizable features. Whether it``s dial-up, high speed, Web hosting, or wireless Internet service, EarthLink provides the tools that best let individuals use and enjoy the Internet on their own terms. Learn more about EarthLink by calling (800) EARTHLINK visiting EarthLink``s Web site at http://www.earthlink.net/ .

EarthLink

[Brokerface1402]

Hier der letzte Analystenkommentar, nicht das ich sehr viel darauf baue aber es ist ein ganz guter Anhaltspunkt. Mein persönliches Kursziel liegt bei einer Kursverdopplung und würde ein KGV 2004 von 60 erlauben.

EarthLink "buy;" target price raised -update

Updated Wednesday, July 23, 2003 10:02:00 AM ET
First Albany

NEW YORK, July 23 (New Ratings) – Analyst Youssef Squali of First Albany Corporation reiterates his "buy" rating on EarthLink (ELNK), while raising his estimates for the company. The target price has been raised from $8 to $9.

In a research note published this morning, the analyst mentions that the company’s Q203 results were mixed. EarthLink’s efforts to realign its cost structure are likely to improve the company’s profitability in the near-term, says the analyst. The EPS estimates for 2003 and 2004 have been raised from $0.13 to $0.18 and from $0.15 to $0.40, respectively.

[Buffettina]

ich sehe das genauso wie du. Dennoch wird im Zuge einer mind. 20% Korrektur der Nasdaq Earthlink auch weiter fallen. Man sollte daher erst bei etwa 5 Dollar einsteigen.

[Brokerface1402]

träumst DU von erneuten Jahrestiefstständen
Tja, man kann auch bis zu dem St. Nimmerleins Tag mit einem Investment warten.

Ich wette dagegen und sehe den Nasdaq zum Jahresende bei mind. 1.800 Punkten und den Dow mind bei 9.400. Aber das ist sehr sehr konservativ ausgedrückt und wäre der worst case...

Nach Deinem Szenario müsste es im Oktober noch mal richtig abwärts gehen. Nur dann würde uns eine Erholung zum Jahresende nicht weiter als 1.600 Zähler beim Nasdaq bringen.

Jedoch Pessimismus ist der erste Schritt zur Erleuchtung... denn es kommt meistens anders als allle Marktteilnehmer (überwiegend Pessimisten) glauben!

Den Quatsch das die meisten Börsenbiefie in den USA bullish sind als Indikator zu werten, wie manche Anleger oder Institutionelle es tun, ist doch absoluter Schwachsinn. Denn die verdienen Ihr Geld mit Empfehlungen...

[Brokerface1402]

Die eklatante Unterbewertung haben auch andere Marktteilnehmer erkannt: Charttechn. Erholung und Ausbruch!

Kurzfristiges 3-Monats: Kursziel 9 USD
12-Monats-Kursziel: 14 USD (VERDOPPLUNG)

EARTHLINK INCORPORATED - Nasdaq National Market: ELNKConsolidated Real-time Market Quote*
Last Change (%) After Hours Chg (%)** Bid Ask Trade Time
  7.04   0.36 (5.39)

[Brokerface1402]

Bei einer augenblicklichen Market Cap. von 1 Mrd. USD
entfallen bei einem Aktienkurs von 7 USD, knapp 3,50 USD pro Aktie auf die Cash-Position von 450 Mio. USD.

Setzt man jetzt die Market-Cap abzuglich Cash Position in Bezug: 1.000 Mio. Minus 450 Mio. ergibt sich eine Bewertung von 550 Mio. USD mit denen das operative Geschäft bewertet ist. Bei einem Jahresgewinn von 105 - 115 Mio. USD ergibt sich ein bereinigtes KGV von 20 bei einem Umsatzwachstum von 90%.

Demzufolge dürfte sich Earthlink mittelfristig auf 24-Monatssicht mind. verdreifachen um fair bewertet zu sein.

Mehr Infos folgen demnächst.

BF Trading

[Bienenvater]

Ich möchte mich bei dem "Threaderöffner" für seine Initiative bedanken. Bin in diese Aktie seit einiger Zeit investiert, es hapert aber an aktuellen Infos.
Woher holtst Du Dir die aktuellen News?
Oder,- ist das Dein Geheimnis?
Gruss Bienenpappa

...ach so, - Softbank habe ich auch....

[Bienenvater]

Ich möchte mich bei dem "Threaderöffner" für seine Initiative bedanken. Bin in diese Aktie seit einiger Zeit investiert, es hapert aber an aktuellen Infos.
Woher holtst Du Dir die aktuellen News?
Oder,- ist das Dein Geheimnis?
Gruss Bienenpappa

...ach so, - Softbank habe ich auch....

[Brokerface1402]

Hallo Bienenvater,

so trifft man sich wieder. Viel Spass auch bei diesem Investment.
Was hälst Du denn noch so im Depot?

Sch. Gruss,

Brokerface

[Brokerface1402]

Und es gibt wieder positive News zu Earthlink...

12.08.2003 / 08:57
EarthLink in Kooperation mit Circuit City
Der Internet-Service-Provider EarthLink (Nasdaq: ELNK, WKN: 934498) wird sein Internetzugangsangebot PeoplePC Online künftig auch über die Verkaufsläden von Circuit City in den USA vertreiben. Der Discount-Zugang wird demnach in mehr als 600 Circuit City-Läden vermarktet werden. Über finanzielle Details des Vermarktungsabkommens wurde nichts bekannt.

PeoplePC ist der Discount-Arm des Internetzugangsanbieters EarthLink. Auch EarthLink setzte zuletzt wie viele andere Zugangsanbieter auf Breitbandzugänge. Das Unternehmen möchte jedoch Nutzer nicht verlieren, welche sich nach wie vor mit einem herkömmlichen Modem ins Netz einwählen und bietet hierfür ebenfalls bestimmte Angebote an. Nach Angaben von EarthLink fand das Angebot von PeoplePC im zweiten Quartal etwa 78.000 neue Kunden, womit PeoplePC etwa 197.000 Internetzugangsnutzer betreut.

Aber auch EarthLink sieht sich nicht nur der übermächtigen Konkurrenz von AOL gegenüber, sondern vor allem von anderen Discount-Anbietern, wie United Online. (bf)

BF Trading

[seinfeld]

Seltsam, daß sich so wenig Leute für so eine
interessante Aktie wie Earthlink interessieren.
Kaum Beiträge, dabei gibt´s hier doch ständig was Neues ...


EarthLink-R- Joins the Bill Me Later-R- Merchant Network; Subscribers Get Greater Payment Choice Through Partnership with I4 Commerce

TIMONIUM, Md., Aug 13, 2003 (BUSINESS WIRE) -- I4 Commerce today announced that EarthLink (NASDAQ:ELNK), one of the nation`s leading Internet service providers, has added Bill Me Later(R) as a payment option for new subscribers of its award-winning Internet service.

With Bill Me Later(R), it is now easier to sign up for EarthLink dial-up access for customers who want a safe, convenient alternative to using credit cards when buying online or over the phone.

"At EarthLink, our commitment is to offer the very best online experience to our subscribers," said Victor Owens, director of narrowband marketing for EarthLink. "We believe our subscribers will appreciate the added choice and convenience that offering Bill Me Later(R) provides."

Bill Me Later(R) is a bill consolidation service that allows customers to pay monthly by check. Instead of using a credit card, new EarthLink subscribers can select Bill Me Later(R) as a payment option when signing up for dial-up access and receive a monthly paper invoice with no annual fees or charges. At the time of sign-up, Bill Me Later(R) will do a real-time credit check that allows customers to open their new EarthLink account without having to fumble for a credit card or remember a long account number. New subscribers can select the Bill Me Later(R) option when signing up for EarthLink online or by telephone.

"We share EarthLink`s dedication to creating value by constantly improving the customer experience," said Gary Marino, CEO of I4 Commerce. "We are pleased to add a company of EarthLink`s caliber to the Bill Me Later(R) Merchant Network."

Gruß Seinfeld

[Bienenvater]

...auf xetra heute sooo gut gelaufen, aber die Amis haben nicht mit gespielt!

[Brokerface1402]

bei diesem Investments dauerts halt a bisserl...


Aber relativ sichere 100% Kursgewinn in 12 Monaten sind viel angesichts dem was einem die Banken fürs Festgeld geben, oder?

Brokerface Trading

[Bienenvater]

Hallo brokerface, - auf Deine "relativ sicheren" 100% in 12 Monaten bin ich gespannt, wäre auch in 24 Monden damit zufrieden.
Wir sprechen uns in einem Jahr!
Der in dieses Scheinchen investierte Bienenvater.

[Brokerface1402]

Wer erinnert sich noch an die Kurse vom 26.08.03 als die untenstehende Meldung verkündet worden ist?
Ich schon noch

Am 03.09.03 vermag es spannend zu werden, da es wieder interessante Neuigkeiten über technologische Entwicklungen sowie Unternehmensprognosen geben wird.

Meiner Meinung nach genau der richtige Stoff für steigende Kurse:

ATLANTA, Aug. 26 /PRNewswire-FirstCall/ -- EarthLink , one of the nation``s leading Internet service providers (ISPs), today announced that it will present at the Kaufman Brothers L.P. Sixth Annual Communications, Media & Technology Conference on Sept. 3, 2003, in New York City. Garry Betty, EarthLink``s chief executive officer, will speak at the event. The company is scheduled to present at 11:30 a.m. EDT.

A live broadcast of the presentation, including slides, will be available through http://www.wallstreetwebcasting.com/webcast/kbro3/elnk/. Please note that participants will need to register in order to access the Webcast. The Webcast will be available on EarthLink``s Web site for 30 days.

Brokerface Trading

[Brokerface1402]

Keine schlechten Nachrichten sind durchaus positiv zu werten. Mit den neuesten Anstrengungen rund um die Thematik "eMail-Spamming" schützt sich das Unternehmen vor auf Millonen-USD klagenden Usern. AOL hat hierfür schon mal kräftig bluten müssen... Das ist der Grund warum ich persönlich AOL meide!

EarthLink sues 100 alleged e-mail spammers
By Associated Press, 8/28/2003

ATLANTA -- EarthLink Inc. filed a federal lawsuit yesterday against 100 people, mostly in Alabama and Canada, blaming them for millions of unwanted commercial e-mail messages, otherwise known as spam.

ADVERTISEMENT
EarthLink, the third-largest Internet service provider, accuses the Alabama individuals of using stolen credit cards, identity theft, and banking fraud to fund Internet accounts and send out more than 250 million pieces of junk e-mail.

They went undetected for about six months by creating an elaborate chain of bogus names, false addresses, and nonexistent companies, according to the suit.

"This is a very tech-savvy spam ring, which has made this a particularly challenging investigation," said Karen Cashion, lead attorney for EarthLink.

The ring used several tricks to cover its tracks, including leasing several telephone lines in Birmingham to connect to EarthLink automatically, even if the company kicked the bogus users off, Cashion said.

According to the lawsuit, the defendants also sent junk e-mail to some of their own accounts to monitor EarthLink`s efforts to block unwanted messages.

EarthLink, which said it suffered roughly $5 million in damages from the Alabama ring alone, has yet to identify individuals -- the Alabama defendants are listed as John Does 1-25. By suing, EarthLink has the power to subpoena other companies for additional information that could help in its investigation.

The lawsuit accuses an additional 25 John Does in Vancouver, British Columbia, for a scheme known as "phishing," in which spammers pose as Internet service providers like America Online to collect personal and financial information from unsuspecting subscribers.

Another 50 defendants in the case remain unidentified.

EarthLink has been successful in suing other spammers. In May, the company collected $16.4 million from a spammer in Buffalo, N.Y., and last year the company was awarded $25 million in damages from a Tennessee junk e-mailer.

EarthLink shares were up 3 cents to close at $7.26 on the Nasdaq Stock Market.

[lucakevin]

Hallo Earthlinkfreunde.Sehe ihn richtig, daß jetzt Charttechnisch einiges passieren könnte?
gruss

[Brokerface1402]

earthlink gibt gas und charttechnisch sind erstmal die alten widerstandshürden überwunden worden. jetzt könnte es schnell gehen es sei denn der Nasdaq korrigiert.....

[Brokerface1402]

Jetzt nachkaufen bzw. einsteigen...
Die Aktie hat von 9 US$ auf 8 US$ korrigiert und bietet eine einmalige Kaufgelegenheit. SL würde ich bei 7,20 US$ setzen.

[Preacher]

Hi,
seit Monaten gibt es keinen Insider der Earthlink kauft:
http://cbs.marketwatch.com/tools/quotes/insiders.asp?symb=el…
Ein weiterer Kontraindikator ist "der Aktionär". Der hat Earthlink im Musterdepot und gerade zugekauft.
Heißt für mich: Nichts wie raus aus Earthlink.
Gruß
Preacher

[Brokerface1402]

@preacher:
ich kann dir keinnesfalls zustimmen, ich würde den heutigen Kursrücksetzer, bedingt um den von AOL eingeläuteten Preiskampf mit dem neuen Netscape 9,95USD Flatrate Internet Broadband Service, zum Einstieg nutzen. Denn der Konzern ist profitabel, hat hohe Cashbestände und nimmt dem Konkurrenten AOL Time Warner sukzessive quartalsweise mehr Kunden ab. ELNK bietet bei dem aktuellen Kurs ein Gewinnpotential von über 100% für die nächsten 12 Monate.

Ebenso sehen es die Analysten von First Albany. Sie bewerten in ihrer Analyse vom Dienstag, 14. Oktober 2003 die Aktie von EarthLink Inc. nach wie vor mit dem Rating "Buy". Das Kursziel für die Aktie liegt momentan bei 9 $.

Hier die News zu AOL:
Dow Jones Business News
AOL Expected to Launch Discount Dial-Up Service
Tuesday October 14, 12:41 am ET

In the face of increasingly aggressive price competition, AOL Time Warner Inc. (NYSE:AOL - News)`s America Online is quietly readying another dial-up Internet service that will be cheaper than its flagship $23.90-a-month service, Tuesday`s Wall Street Journal reported, citing people familiar with the situation.

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To protect the America Online brand name, the new service will carry the Netscape name, and it won`t offer as many features as America Online`s premium service, these people say. For instance, Netscape userswill get only one e-mail address instead of the seven offered by America Online, plus a home page that includes news and a Google (News - Websites) search function. The Netscape service, which is expected to cost $9.95 a month and will likely be launched early next year, is being referred to as "raw Internet access" by some executives at the company`s Dulles, Va., headquarters.

Brokerface Trading

[Brokerface1402]

EarthLink, United shares dip on AOL report
Tuesday October 14, 11:04 am ET

NEW YORK, Oct 14 (Reuters) - Shares of Internet service providers EarthLink Inc. (NasdaqNM:ELNK - News) and United Online Inc. (NasdaqNM:UNTD - News) slumped on Tuesday amid reports that market leader America Online may offer a rival low-cost service.

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United Online shares fell nearly 20 percent and EarthLink shares fell 8 percent after the Wall Street Journal said AOL Time Warner Inc.`s (NYSE:AOL - News) America Online may offer a basic version at around $10 a month. AOL traditionally sells its full unlimited-usage service for about $24 a month.

Both United and EarthLink offer discount Internet services, allowing users to connect and surf the Web or use e-mail. However, for about $10 or $11 a month, they do not supply added content similar to that offered by America Online.

America Online`s low-cost service would not launch until 2004, and, in an effort to protect the premium AOL brand, the new service will carry the Netscape name and will not offer as many features, the report said.

In a note to clients, Blaylock and Partners analyst Mark Zadell said the news would cause less trouble for EarthLink, whose discount business represents only 3 percent of its revenue. He reiterated his "buy" opinion on EarthLink, and his "sell" stance on United.

Shares of United Online fell $5.68 to $24.24, its lowest level in about 4 months, on early volume of about 10 million shares, about four times its daily average. It was the second-biggest decliner on Nasdaq on Tuesday morning.

EarthLink shares fell 68 cents, or 8.3 percent, to $7.52, while AOL Time Warner dipped 4 cents to $15.71.

[Brokerface1402]

Auch die Analysten von First Albany bestätigen das Kursniveau als einmalige Einstiegschance:

SAN FRANCISCO (CBS.MW) -- If you`ve wanted to buy shares of United Online and EarthLink at lower prices, now`s the chance to do so.

Both companies` shares got slammed Tuesday on news that America Online will be rolling out a stripped-down Internet access service. See full story.

United Online (UNTD: news, chart, profile) sank 19 percent to $25.04 in midday dealings, while EarthLink (ELNK: news, chart, profile) plunged more than 7 percent to $7.60.

Meanwhile, shares of Aquantive (AQNT: news, chart, profile) soared as much as 12 percent to $13.55 ahead of its quarterly results due out next week. The valuation was also looked upon favorably sein Tuesday`s Net Sense column. See Net Sense: Online media has a high hurdle to jump.

The prices of ISPs` shares have at least one analyst encouraging clients to buy this dip. "We believe that much of this drop is unwarranted and that the fundamentals of the business remain intact," wrote First Albany`s Youssef Squali in a research note.

United Online, which operates Juno and Net Zero, has flourished in the last couple of years as it signed on millions of consumers that wanted low-cost access to the Internet at $9.95 a month.

The stock came under pressure in the last two weeks, noted Squali, following a series of developments including the introduction of lower-cost DSL service out of the SBC Yahoo. It`s priced DSL for $26.95 a month, down from $29.95 previously.

SBC Yahoo DSL is a co-branded Internet access joint venture that Yahoo (YHOO: news, chart, profile) and SBC Communications (SBC: news, chart, profile) struck in late 2001.

BellSouth (BLS: news, chart, profile) introduced a $4.95-per-month plan for customers that sign onto unlimited voice plans. But as Squali reminded clients, AT&T (T: news, chart, profile) offered a $4.95 price plan a couple of years ago. After Ma Bell lost dial-up subscribers, it elected to end the low-cost service.

[Brokerface1402]

Alles in alles war es eine Frage der Zeit, dass AOL auf die Abwanderung der Kunden reagiert. Der von AOL nun mit Netscape angebotene abgespeckte und nur auf den Internetzugang reduzierte Service wird bereits von einigen LOW Budget Anbietern weniger erfolgreich zum Teil sogar noch günstiger angeboten. Viel mehr zählen Zuverlässigkeit bei der Erreichbarkeit, guter Service, ein reichhaltiges Angebot sowie ausgereite Tools wie Anti Spamming und Pop Up Filter und hier hat Earthlink die Nase vorn. Deartige Dumping Angebote dürfte mitunter gefährlicher für AOLs Marge als für die Mitkonkurrenten sein.

Nachfolgend findet Ihr die Top Dial-Up Internet Service Providers (ISPs):

Provider - Price/Month - Access - Trial Offer - Email - Accounts - Features

Earthlink ISP - $21.95 - Unlimited - None - 8
Subcriber Benefits
Review: ISP ranked highest in customer satisfaction among Dial-Up Internet Service Providers by J.D. Power and Associates. Too many subscriber benefits to list here.

Netzero ISP - $9.95 - Unlimited - 10 Hrs/Month Free - 1
IM compatibility. Spam filter. Great price
Summary: Best overall package. Low monthly rate. Widespread availability with 50,000 access numbers in over 10,000 cities. Unlimited Access. No setup fees or contract. Cancel at anytime. 10 MB of web space. Lacks the customizable features and chat rooms of AOL, but a bargain at over half the cost.

AdvantaChoice ISP - $14.95 - Unlimited - None - 5
20 MB webspace
Review: 24/7 Technical Support, Thousands Of Dial-Up Locations, and Powered by communications giant Qwest, AdvantaChoice™ delivers the reliable, cost-effective, dial-up access at a price that will have you surfing more for a lot less than other ISP dial-up services.

Joi ISP - $6.95 - Unlimited - None - 2
Only $6.49 per month for 2 Years!
Review: No banner ads. Fast reliable access. Lifetime exclusive service guarantee. Thousands of access numbers nationwide. Free telephone and email support....And you can`t beat the price!

SBC Yahoo ISP - $21.95 - Unlimited - First Month Free - 10
Instant Messenger/Online Bill Pay
Review: Internet service provider that combines the powerful features of Yahoo! with the reliable connection and 24 hour customer service of SBC.

AOL ISP - $23.90 - Unlimited - 1025 free hours - 7
New Spam Reporting Feature
Review: Highest monthly rate but you get what you pay for. AOL is the largest ISP dial up service with 35 million worldwide subscribers. Over 15 years experience and control over half of the ISP dial up market. Cancel at any time.

MSN ISP - $21.95 - Unlimited - 1 Month Free - 9
Effective parental control features and Spam filtering
Review: MSN is competing directly with AOL for dial-up accounts. 5,000 local access numbers. Easy to navigate. Personal Finance service through MSNMoney. Instant messaging notifies pager, mobile phone or PDA.

Juno ISP - $9.95 - Unlimited - 10 Hrs/Month Free - 1
Same Quality as Netzero
Review: Fast, reliable connections and thousands of access numbers. Instant messaging compatibility with popular programs such as AOL Instant Messenger, ICQ, and Yahoo! Netzero and Juno are the same, so choose your email... @netzero.com or @juno.com.

CogniSurf ISP - $12.45 - Unlimited - None - 5
Offers Business Opportunity for Entrepreneurs
Review: Great price and premium customer service. Available in over 2,000 cities. Unlimited Access. No setup fees or contract. Cancel at anytime. 56K.

SurfBest ISP - $12.50 - Unlimited - None - 5
50,000 access numbers in over 10,000 cities
Review: Low monthly rate. 10 MG Web space. No setup fees or contract. Cancel at anytime. New accounts are activated in approximately 4 hours (on average).

[sauerback]

EarthLink erzielt Gewinn im dritten Quartal
Der amerikanische Internet-Service-Provider EarthLink Inc. meldete am Dienstag angesichts eines Anstiegs der Kundenzahlen für seinen High-Speed Service einen Gewinn im dritten Quartal.

der drittgrößte Internet-Serviceanbieter erwirtschaftete im Berichtszeitraume einen Nettogewinn in Höhe von 3,5 Mio. Dollar bzw. ein EPS von 2 Cents, nachdem im Vorjahresquartal noch ein Verlust von 30,1 Mio. Dollar bzw. ein EPS von 20 Cents angefallen war. Ohne die Berücksichtigung von Sondereffekten für Akquisitionen lag der Gewinn bei 16 Cents je Aktie. Analysten hatten im Vorfeld einen Gewinn von durchschnittlich 6 Cents je Aktie prognostiziert. Der Konzernumsatz konnte um 2 Prozent auf 347,4 Mio. Dollar zulegen.

Die Aktie von EarthLink schloss am Montag an der NASDAQ mit einem Plus von 2,59 Prozent bei 7,52 Dollar.

Wertpapiere des Artikels:
EARTHLINK INCORPORATED

[sauerback]

Bin ich eigentlich der Einzige, der sich über die schlechten AOL Zahlen und guten Earthlink Zahlen freut?

[sauerback]

Also nächste techn. Barriere liegt bei 9,4$, wird zwar heute nimmer fallen - hauptsache über 9$ - , aber insofern sie in den nächsten Tagen fiele, gibts wieder Platz bis 10,5$, dann erst einmal frei bis 13$ und ein paar zerquetschte.
An so einem Tag, so ein Wachstum stimmt mich für morgen weiterhin positiv.

[Brokerface1402]

22.10.2003
EarthLink "Peer Perform"
Thomas Weisel

Rating-Update:
Die Analysten von Thomas Weisel stufen die Aktien von EarthLink (ISIN US2703211027/ WKN 934498) mit "Peer Perform" ein.

Peer Perform wäre gleichzusetzen mit Marketperformer, nur das ich das ein bischen anders sehe. In meinen Augen ist Earthlink ein ganz klarer Marker Outperformer und sollte sich besser als der Markt entwickeln.

Earthlink widersetzte sich gestern erfolgreich dem Downtrend und overrperformed den Markt mit einem satten Kursplus von 6%.

Brokerface Trading

[pokibeloki]

Aussichtsreiche Depotwerte

Frage: Können Sie unseren Lesern kurz zwei aussichtsreiche Depotwerte näher vorstellen?

Maydorn: Earthlink ist der drittgrößte Internet-Provider in den USA hinter AOL und Microsoft. Das ist ein klassisches Beispiel, dass Internet-Aktien heute nicht mehr teuer sein müssen, das KGV liegt bei etwa 20, bei einem erwarteten Gewinnwachstum von 40-50 Prozent. Ein Drittel der Marktkapitalisierung ist durch Cash abgedeckt. Das Potenzial ist vergleichbar mit T-Online, wobei T-Online im Vergleich dazu bockteuer ist. Man geht jetzt auf Breitbandzugänge, die deutlich margenträchtiger sind. Airspan Networks macht Technologie für drahtlose Internet-Zugänge im Long-Distance-Bereich. Sie können dann drahtlos im Internet surfen, über mehrere Kilometer hinweg - was natürlich hochinteressant ist für Regionen mit schwacher Infrastruktur wie China oder Südamerika.

[Brokerface1402]

EarthLink to collect more subscriber information
Last modified: November 5, 2003, 7:50 PM PST
By Jim Hu
Staff Writer, CNET News.com


EarthLink on Wednesday confirmed that it will begin collecting more personal information about its subscribers in an effort to better market to them.


EarthLink`s new policy will allow it to match information provided by its subscribers with more detailed information furnished by "major credit organizations," the company said. EarthLink will now collect information such as age, gender, education and marital status, on top of personal information such as name, address and credit card number.

By registering on a separate Web site, customers can choose not to have their information collected. EarthLink said it would not sell the information to third parties, nor will it share names and addresses.

The change, which went into effect Oct. 31, comes amid an overall update in the Atlanta-based Internet service provider`s (ISP) privacy policy. Subscribers will be informed of the changes in the next 30 days, and the new policy will go into effect 30 days after a subscriber receives the notification e-mail.

Les Seagraves, EarthLink`s chief privacy officer, said the changes were implemented so the company has "some idea about our customers and what types of products and services they would be interested in. We don`t know a lot about our customers at this point," he said.

In addition, EarthLink has launched a Web page that consolidates all of its marketing preferences options. The ISP requires people to manually opt out of being contacted via e-mail and phone regarding products and services. The preferences do not change the opt-out requirement, but instead can be found in one location.

EarthLink doesn`t sell customer e-mail addresses to third parties. However, it sends e-mail to its subscribers that contains product promotions from marketing partners.

[Brokerface1402]

06.11.2003
Earthlink Network "buy"
First Albany

Rating-Update:

Die Analysten vom Investmenthaus First Albany stufen die Aktie von Earthlink Network (ISIN US2703211027/ WKN 934498) unverändert "buy" ein. Das Kursziel sehe man bei 11 USD.

[drpaulo2001]

hallo @ all,was meint ihr ,earthlink oder pazifik internet oder ebix.com .warte auf antwort.grußdrpaulo2001

[heikekarina]

eartlink

[Dr.Knittel]

Earthlink mit KZ 14$ in 6Mon.

[lindgreen]

Earth Link streicht 39 Prozent aller Stellen
Finanzen.net


Der Internet Service Provider Earth Link Inc. gab am Dienstag bekannt, vier Standorte schließen und damit rund 1.300 Stellen streichen zu wollen.
Betroffen sind drei Standorte in Kalifornien sowie einer in Pennsylvania. Auch am Standort in Atlanta sollen Stellen gestrichen werden, wodurch die Zahl der Angestellten um 39 Prozent auf dann 2.000 reduziert werden soll. Grund für die Streichungen ist der Zwang Kosten zu sparen.

Im ersten Quartal sollen durch die Maßnahme 36 Mio. Dollar an Restrukturierungskosten anfallen, wovon 13 Mio. auf Kosten für Mitarbeiter, 14 Mio. auf Kosten für den vorzeitigen Ausstieg aus Leasingverträgen und 6 Mio. auf Abschreibungen entfallen. Diese Kosten sind in der Gewinnprognose von 31 bis 63 Mio. Dollar im ersten Quartal noch nicht enthalten.

Die Aktien von Earth Link legen 1,09 Prozent auf 11,14 Dollar zu.

Diese Seite drucken
Quelle: Finanzen.net 06.01.2004 19:22:00
------------------------------------------------------
Werden sehen, wie sich das auf den Kurs auswirkt, bisher scheint es keine negativen Einflüsse gehabt zu haben!

[hatero]

..wie weit geht die reise noch? Bei 6,5 einsteigen?

[keek_82]

der weg nach unten ist vorbei...

[Saruman]

EarthLink Reports First Quarter 2004 Results
ATLANTA, Apr 20, 2004 /PRNewswire-FirstCall via COMTEX/ -- EarthLink, Inc.
(Nasdaq: ELNK) today announced financial results for its first quarter ending
March 31, 2004. Highlights for the quarter include:



* Net subscriber growth in the quarter of 98,000

* Revenues of $351.6 million, compared to $353.7 million from the first

quarter of 2003

* Earnings before interest income and expense, income taxes, depreciation

and amortization, and facility exit costs (adjusted EBITDA, a non-GAAP

measure) of $42.7 million compared to $22.0 million from the first

quarter of 2003

* Earnings before facility exit costs (a non-GAAP measure) of $18.4

million, or $0.11 per share, compared to a loss of ($29.1) million, or

($0.19) per share, from the first quarter of 2003

* Net loss of ($11.8) million, or ($0.07) per share compared to a loss of

($65.7) million, or ($0.43) per share, from the first quarter of 2003

"The numbers speak for themselves as EarthLink had a great quarter," said Garry
Betty, EarthLink`s president and chief executive officer. "We once again
achieved strong operational efficiencies and improved underlying access revenues
as our broadband and value-priced narrowband services helped drive subscriber
growth."

"As a result of increased revenue growth, better than expected cost savings from
telecommunications services and better than anticipated marketing efficiency,
EarthLink is raising its 2004 earnings outlook to reflect the substantial
improvements in its overall performance," Betty added.

First Quarter Financial Results

Subscriber Highlights

EarthLink added 98,000 net subscribers during the first quarter and ended the
quarter with approximately 5.3 million paying subscribers, an increase of
283,000 subscribers, or 5.6 percent, from a year ago. During the quarter, the
company achieved growth of 98,000 broadband subscribers. The company ended the
quarter with approximately 1.2 million broadband customers, up 30.1 percent from
a year ago. During the quarter, EarthLink also added 99,000 net new subscribers
at PeoplePC Online, the company`s value-priced narrowband service, while losing
an approximately similar number of subscribers in its more mature premium
narrowband service. The company ended the quarter with approximately 4.0 million
total narrowband subscribers, equal to the number of total narrowband
subscribers at the end of the first quarter of 2003. Total narrowband
subscribers included 523,000 PeoplePC Online subscribers as of March 31, 2004.

Monthly subscriber churn was 4.5 percent in the quarter, up from 4.0 percent in
the first quarter of the prior year. The higher churn rate is primarily due to
the continued migration of premium narrowband subscribers to broadband access
services, including those of competing providers, and the effect of early life
churn associated with the higher level of gross subscriber additions in the last
six months.

Financial Performance

Total revenues were $351.6 million in the quarter compared to $353.7 million
from the first quarter of 2003, reflecting a decrease of $6.7 million in
equipment and related revenues and a decrease of $3.7 million in revenues
associated with acquired prepaid PeoplePC subscribers, substantially offset by
an increase of $8.3 million in service and advertising revenues.

Broadband revenues grew 26.0 percent over the prior year quarter to $102.5
million and represented 29.2 percent of EarthLink`s total revenues. Narrowband
revenues declined 10.4 percent from the prior year quarter to $227.1 million due
to lower equipment revenues and acquired PeoplePC prepaid customer revenues
described above and to the decline in premium narrowband subscribers, which was
partially offset by the growth of the company`s PeoplePC Online offering. Web
hosting revenues and advertising and other value-added services revenues
collectively were $21.9 million, an increase of 15.7 percent compared to the
prior year quarter, driven primarily by increased search-related advertising
revenues.

Gross margins before sales incentives (a non-GAAP measure) increased 5.8 percent
from the first quarter of 2003 to $235.1 million due to continuing improvements
in both narrowband and broadband telecommunications costs per subscriber and
lower equipment revenues which tend to have lower gross margins. Gross margins
before sales incentives were 66.9 percent of total revenues, a 410 basis point
improvement from the prior year quarter.

Sales and marketing expenses, including sales incentives, were $104.7 million
compared to $106.8 million in the prior year quarter. As a percent of revenues,
these costs decreased to 29.8 percent in the first quarter of 2004 from 30.2
percent in the prior year quarter.

Operations, customer support, and general and administrative expenses were
$105.2 million, a 9.3 percent decrease from the prior year quarter. These costs
in total decreased to 29.9 percent of total revenues from 32.8 percent in the
prior year quarter.

EarthLink`s quarterly adjusted EBITDA improved to $42.7 million from $22.0
million in the prior year quarter. This improvement primarily reflects
significant reductions in telecommunications costs and operating expenses.

For the quarter, earnings before facility exit costs (a non-GAAP measure) were
$18.4 million, or $0.11 per share, an improvement from a loss of ($29.1)
million, or ($0.19) per share in the prior year quarter. This improvement was
due to the increase in adjusted EBITDA noted above and reductions in
depreciation and acquisition-related amortization of $5.1 million and $19.0
million, respectively, and in accretion dividends of $3.7 million.

Net loss for the quarter was ($11.8) million, or ($0.07) per share, an
improvement from a net loss of ($65.7) million, or ($0.43) per share, in the
prior year quarter. The current quarter included facility exit costs of $30.2
million associated with the closure of four contact center facilities, including
personnel and related costs of $10.5 million, real estate and service
termination costs of $11.3 million, and fixed asset disposals of $8.4 million.
In the first quarter of 2003, EarthLink also recorded facility exit costs of
$36.6 million associated with the closure of four contact centers.

Gross margins before sales incentives, EBITDA, EBITDA before facility exit costs
(adjusted EBITDA) and earnings (loss) before facility exit costs are non-GAAP
financial performance measures. They should not be considered in isolation or as
an alternative to measures determined in accordance with accounting principles
generally accepted in the United States. Please refer to the Consolidated
Financial Highlights for a reconciliation of these non- GAAP financial
performance measures to the most comparable measures reported in accordance with
accounting principles generally accepted in the United States and Note 3 of the
Consolidated Financial Highlights for a discussion of the presentation,
comparability and use of such financial performance measures.

Balance Sheet

EarthLink continues to maintain a strong balance sheet with cash and marketable
securities of $492.9 million as of March 31, 2004. Cash and marketable
securities increased by $5.1 million during the first quarter 2004. During the
quarter, EarthLink repurchased approximately 2.5 million shares of its common
stock for $23.3 million.

Other First Quarter Highlights and Recent Developments

EarthLink`s performance in the first quarter reflects the company`s continued
focus on profitable growth and outstanding customer service. Benefiting from
greater operational efficiencies and improving telecommunications services
costs, EarthLink generated strong customer growth as it strengthened its
position in the value priced and broadband markets.

In particular, EarthLink made significant inroads in the broadband arena by
signing an expanded Digital Subscriber Line (DSL) agreement with Verizon,
launching DSL service in Qwest`s territories, and teaming up with Progress
Energy to conduct a limited Broadband over Power Line (BPL) trial in North
Carolina. EarthLink was also encouraged by the March 31, 2004 decision by the
United States Court of Appeals for the Ninth Circuit not to revisit its earlier
ruling that cable modem service contains a telecommunications service. If
upheld, this decision will help open cable broadband networks to competition,
thus enabling EarthLink to offer high speed service over additional cable
networks.

In addition, EarthLink experienced another strong quarter of growth with
PeoplePC, driven in part by demand for its accelerator service. To date, nearly
25 percent of all PeoplePC subscribers are using the accelerator service and
approximately 33 percent of new customers are purchasing this enhanced service.
PeoplePC also expects to stimulate further demand through its recently launched
set of enhanced services and features, including a "spaminator" tool and
enhanced WebMail with Virus Blocker. PeoplePC is now the only major value ISP to
offer free virus blocker and enhanced spam protection with a permission-based
response.

Business Outlook

The following statements are based on management`s current expectations. These
statements are forward-looking, and actual results may differ materially. See
comments under "Cautionary Information Regarding Forward- Looking Statements"
below. The company undertakes no obligation to update these statements.

Based on results to date, current market trends, and the company`s operating
plans for the remainder of the year, EarthLink is revising its previously stated
expectations for the year. The company now expects to add approximately 300,000
to 550,000 total paying subscribers for the year. As a result of improved
operating margins from reduced telecommunications and customer service costs,
EarthLink anticipates that EBITDA before facility exit costs (adjusted EBITDA)
for the year will be approximately $170 to $190 million. For the year,
EarthLink`s net income is expected to be $54 to $80 million and net income
before facility exit costs is expected to be in the range of $84 to $110
million. EarthLink`s previously issued full year 2004 guidance for revenues of
$1.41 to $1.44 billion and gross margins before sales incentives of 64 to 65
percent remains unchanged.

In the second quarter of 2004, EarthLink expects to add 60,000 to 100,000
subscribers, driven by continued growth in our broadband and value priced
narrowband offerings, partially offset by a decline in premium narrowband
subscribers. EarthLink anticipates that total revenues will be in the range of
$350 to $355 million in the second quarter of 2004. Compared to the first
quarter of 2004, gross margins before sales incentives may decline slightly as a
percent of revenues due to the continued shift toward the lower margin broadband
services. Total operating costs are expected to decrease $6 to $8 million as a
result of the recently completed contact center restructuring. EarthLink also
plans to increase sales and marketing expenses by approximately $3 to $5 million
compared to the first quarter of 2004. As a result, EBITDA is expected to be in
the range of $42 to $48 million. Net income is expected to be in the range of
$21 to $27 million, or $0.13 to $0.17 per share.

Conference Call for Analysts and Investors

Investors in the U.S. and Canada interested in participating in the conference
call on April 20, 2004 at 8:30 a.m. Eastern Daylight Time (EDT) may dial
1-800-706-0730 and reference the EarthLink call. Other international investors
may dial 1-706-634-5173 and also reference the EarthLink call. EarthLink
recommends dialing into the call approximately 10 minutes prior to the scheduled
start time. Investors also will have the opportunity to listen to a live Webcast
of the conference call via the Internet at the following site:
http://ir.thomsonfn.com/InvestorRelations/PubCorporateOvervi…
g0TkRNek1BPT1QJFkEQUALSTO&product=MzgwU1ZJPVAkWQEQUALSTOEQUALSTO

A taped replay will be available beginning at 11:30 a.m. EDT on April 20, 2004
through midnight on April 26, 2004 by dialing 1-800-642-1687. International
callers should dial 1-706-645-9291. The replay confirmation code is 1182167.

The Webcast of this call will be archived on our site at:
http://ir.thomsonfn.com/InvestorRelations/PubMultimedia.aspx…
k1BPT1QJFkEQUALSTO&product=MzgwU1ZJPVAkWQEQUALSTOEQUALSTO





* Due to length of URL, please cut and paste into browser.

About EarthLink

"EarthLink revolves around you(TM)." Celebrating ten years as a leading national
Internet service provider (ISP), Atlanta-based EarthLink has earned an
award-winning reputation for outstanding customer service and its suite of
online products and services. According to the J.D. Power and Associates 2003
Internet Service Provider Residential Customer Satisfaction Study(SM), EarthLink
is ranked highest in customer satisfaction among high-speed Internet Service
Providers. Serving over five million subscribers, EarthLink offers what every
user should expect from their Internet experience: high-quality connectivity,
minimal drop-offs and ISP-generated intrusions, and customizable features.
Whether it`s dial-up, high-speed, Web hosting, or wireless Internet service,
EarthLink provides the tools that best let individuals use and enjoy the
Internet on their own terms. Learn more about EarthLink by calling (800)
EARTHLINK or visiting EarthLink`s Web site at www.earthlink.net.





Cautionary Information Regarding Forward-Looking Statements

This earnings release includes "forward-looking" statements (rather than
historical facts) that are subject to risks and uncertainties that could cause
actual results to differ materially from those described. Although we believe
that the expectations expressed in these forward-looking statements are
reasonable, we cannot promise that our expectations will turn out to be correct.
Our actual results could be materially different from and worse than our
expectations. With respect to such forward-looking statements, the company seeks
the protections afforded by the Private Securities Litigation Reform Act of
1995. These risks include, without limitation, (1) that we may not be able to
successfully implement our broadband strategy which would materially and
adversely affect our subscriber growth rates and future overall revenues; (2)
that we may not successfully enhance existing or develop new products and
services in a cost-effective manner to meet customer demand in the rapidly
evolving market for Internet services; (3) that our service offerings may fail
to be competitive with existing and new competitors; (4) that competitive
product, price or marketing pressures could cause us to lose existing customers
to competitors, or may cause us to reduce prices for our services; (5) that our
commercial and alliance arrangements, including a marketing arrangement with
Sprint, may be terminated or may not be as beneficial to us as management
anticipates; (6) that declining levels of economic activity, increasing maturity
of the market for Internet access, or fluctuations in the use of the Internet
could negatively impact our subscriber growth rates and incremental revenue
levels; (7) that we may experience other difficulties that limit our growth
potential or lower future overall revenues; (8) that service interruptions could
harm our business; (9) that we have historically not been profitable and we may
not be able sustain profitability; (10) that our third party network providers
may be unwilling or unable to provide Internet access; (11) that we may be
unable to maintain or increase our customer levels if we do not have
uninterrupted and reasonably priced access to local and long- distance
telecommunications systems for delivering dial up and/or broadband access,
including, specifically, that incumbent local exchange carriers and cable
companies may not provide last mile broadband access to the company on a
wholesale basis or on terms or at prices that allow the company to grow and be
profitable in the broadband market; (12) that we may not be able to protect our
proprietary technologies or successfully defend infringement claims and may be
required to enter licensing arrangements on unfavorable terms; (13) that
government regulations could force us to change our business practices; (14)
that we may not experience the level of benefits we expect in connection with
restructuring our contact centers and may not otherwise be able to contain our
costs; and (15) that some other unforeseen difficulties may occur. This list is
intended to identify some of the principal factors that could cause actual
results to differ materially from those described in the forward- looking
statements included herein. These factors are not intended to represent a
complete list of all risks and uncertainties inherent in the company`s business,
and should be read in conjunction with the more detailed cautionary statements
included in EarthLink`s filings with the Securities and Exchange Commission.







Consolidated Financial Highlights



Three Months Ended March 31,

2003 2004

(dollars in thousands, except per share data)

Statement of Operations Data

Revenues:

Narrowband access $253,465 $227,121

Broadband access 81,353 102,536

Web hosting 12,851 12,627

Advertising and other value-added

services 6,080 9,279

Total revenues 353,749 351,563



Operating costs and expenses:

Telecommunications service and

equipment costs 131,546 116,435

Sales incentives 5,340 1,662

Total cost of revenues 136,886 118,097



Sales and marketing 101,438 103,020

Operations and customer support 82,673 75,305

General and administrative 33,316 29,899

Acquisition-related amortization 26,829 7,839

Facility exit costs (1) 36,596 30,232

Total operating costs and expenses 417,738 364,392



Loss from operations (63,989) (12,829)

Interest income and other, net 2,056 1,035

Net loss (61,933) (11,794)

Deductions for accretion dividends (2) (3,744) -

Net loss attributable to common

stockholders $(65,677) $(11,794)



Basic and diluted net loss per share $(0.43) $(0.07)



Weighted average common shares

outstanding 153,407 158,325



Other Financial Data



Net Earnings (Loss) Before Facility

Exit Costs (a non-GAAP measure) (3):

Net loss attributable to common

stockholders $(65,677) $(11,794)

Facility exit costs (1) 36,596 30,232

Net earnings (loss) before facility

exit costs (3) $(29,081) $18,438



Diluted earnings (loss) per share

before facility exit costs (3), (4) $(0.19) $0.11



Weighted average common shares

outstanding used to compute diluted

earnings (loss) per share before

facility exit costs (4) 153,407 161,752



Earnings Before Interest, Income Taxes,

Depreciation and Amortization and

Facility Exit Costs (Adjusted EBITDA,

a non-GAAP measure) (3):



Reconciliation of net loss to

Adjusted EBITDA (3):

Net loss $(61,933) $(11,794)

Depreciation and amortization 49,411 25,274

Interest income and other, net (2,056) (1,035)

Facility exit costs (1) 36,596 30,232

EBITDA before facility exit

costs (Adjusted EBITDA) (3) $22,018 $42,677



Depreciation and amortization:

Depreciation - cost of revenues $11,389 $7,694

Depreciation - other 11,193 9,741

Acquisition-related amortization 26,829 7,839

Depreciation and amortization $49,411 $25,274



Gross Margins Before Sales

Incentives (a non-GAAP measure) (3):

Total revenues $353,749 $351,563



Total cost of revenues 136,886 118,097

Sales incentives (5,340) (1,662)

Telecommunications service and

equipment costs 131,546 116,435



Gross margins before sales

incentives (3) $222,203 $235,128





Other Data

March 31, December 31, March 31,

2003 2003 2004

Key Operating Data:

Narrowband subscribers 3,961,000 3,984,000 3,987,000

Broadband subscribers 891,000 1,061,000 1,159,000

Web hosting accounts 169,000 161,000 158,000

Total subscriber count at end of

period 5,021,000 5,206,000 5,304,000



Number of employees at end of

period (5) 4,169 3,335 2,089



March 31, December 31, March 31,

2003 2003 2004

Balance Sheet Data:

Cash and marketable securities $497,677 $487,865 $492,938

Stockholders` equity 613,259 543,663 513,481





Reconciliation of Guidance Provided in Non-GAAP Measures

(amounts are estimates) (3)

Three Months Year

Ending Ending

June 30, December 31,

2004 2004

(in millions)

Reconciliation of Net Earnings to EBITDA Before

Facility Exit Costs (Adjusted EBITDA) (3):

Net income $21 - $27 $54 - $80

Depreciation 15 60 - 59

Acquisition-related amortization 7 30 - 27

Interest income and other, net (1) (4) - (6)

Facility exit costs - 30

EBITDA before facility exit costs

(Adjusted EBITDA) (3) $42 - $48 $170 - $190



Reconciliation of Net Earnings to

Net Earnings Before Facility Exit

Costs (3):

Net income $21 - $27 $54 - $80

Facility exit costs - 30

Net income before facility exit costs (3) $21 - $27 $84 - $110



Footnotes:



1. During the quarter ended March 31, 2003, EarthLink executed a plan to

streamline its contact center facilities to increase operational

efficiencies and reduce costs. In connection with the plan, EarthLink

closed contact center operations in Seattle, Washington; Dallas, Texas;

Sacramento, California; and Pasadena, California. Customer inquiries

previously handled by these facilities were transitioned to the Atlanta,

Georgia; Harrisburg, Pennsylvania; and Roseville, California contact

center facilities as well as to outsourced contact center providers. The

plan directly impacted 1,220 employees and resulted in a net reduction of

920 employees, primarily customer support personnel. As a result of the

plan, EarthLink recorded facility exit costs of $36.6 million during the

three months ended March 31, 2003 which are comprised of the following

items (in thousands):



Severance, employee and personnel related costs $10,737

Real estate and service termination costs 18,207

Fixed asset disposals 7,652

Total facility exit costs $36,596



On January 6, 2004, EarthLink announced a plan to restructure and further

streamline its contact center operations. Under the plan, EarthLink closed

contact center operations in Harrisburg, Pennsylvania; Roseville,

California; San Jose, California; and Pasadena, California and reduced its

contact center operations in Atlanta, Georgia. Approximately 1,140

employees were directly impacted, primarily customer support personnel.

As a result of the plan, EarthLink recorded facility exit costs of $30.2

million during the three months ended March 31, 2004 which are comprised

of the following items (in thousands):



Severance, employee and personnel related costs $10,580

Real estate and service termination costs 11,292

Fixed asset disposals 8,360

Total facility exit costs $30,232



2. Reflects the accretion of Liquidation Dividends on Series A and Series

B convertible preferred stock at a 3 percent annual rate, compounded

quarterly, and the accretion of a dividend related to the beneficial

conversion feature in accordance with Emerging Issues Task Force Issue No.

98-5, "Accounting for Convertible Securities with Beneficial Conversion

Features or Adjustable Conversion Ratios." During the three months ended

June 30, 2003, all remaining Series A and Series B convertible preferred

stock were converted to common stock, and as a result, there are no shares

of Series A or Series B convertible preferred stock outstanding and no

associated dividend obligations.



3. Net earnings (loss) before facility exit costs, including the related

diluted per share amounts, and earnings before depreciation and

amortization, interest income and expense, income taxes (EBITDA), and

facility exit costs (Adjusted EBITDA) are non-GAAP measures and are not

determined in accordance with accounting principles generally accepted in

the United States. These financial performance measures are not indicative

of cash provided or used by operating activities and may differ from

comparable information provided by other companies, and they should not be

considered in isolation, as an alternative to, or more meaningful than

measures of financial performance determined in accordance with accounting

principles generally accepted in the United States. These financial

performance measures are commonly used in the industry and are presented

because EarthLink believes they provide relevant and useful information to

investors. EarthLink utilizes these financial performance measures to

assess its ability to meet future capital expenditures and working capital

requirements, to incur indebtedness if necessary, and to fund continued

growth. EarthLink also uses these financial performance measures to

evaluate the performance of its business, for budget planning purposes and

as factors in its employee compensation programs. Since the elements of

these financial performance measures are determined using the accrual

basis of accounting and exclude the effects of certain capital, financing,

acquisition-related, and facility exit costs, investors should use them to

analyze and compare companies on the basis of current period operating

performance.



Gross margins before sales incentives is also a non-GAAP measure and is

not determined in accordance with accounting principles generally accepted

in the United States. EarthLink utilizes and has presented gross margins

before sales incentives to allow investors to analyze margins on direct

telecommunications service and equipment costs incurred to generate

revenues. Gross margins before sales incentives should not be considered

in isolation, as an alternative to or more meaningful than measures of

financial performance determined in accordance with accounting principles

generally accepted in the United States and may differ materially from

comparable information provided by other companies.



4. The weighted average common shares outstanding used to calculate

diluted earnings per share before facility exit costs for the three months

ended March 31, 2004 includes the effect of dilutive common stock

equivalents, including "in-the-money" options. Common stock equivalents

are not included in the weighted average common shares outstanding for the

three months ended March 31, 2003 because the effect would be anti-

dilutive.



5. Represents full-time equivalents.

SOURCE EarthLink



CONTACT: Media, Dan Greenfield, mobile, [phone], or

[e-mail], or Investors, Michael Gallentine,

[phone], or mobile, [phone], or

[e-mail], both of EarthLink



URL: http://www.earthlink.net

http://www.prnewswire.com


Copyright (C) 2004 PR Newswire. All rights reserved.





KEYWORD: Georgia

INDUSTRY KEYWORD: CPR

MLM

ITE

SUBJECT CODE: ERN

CCA

MAV

[Amphibie]

Earthlink überraschte die Börse mit guten Zahlen.
Der Weg nach oben dürfte so endlich frei sein.
Ich empfehle die Aktie mit den derzeitigen Kurs zum Kauf.

[Elmshorner]

Der Internet-Provider EarthLink Inc. konnte aufgrund höherer Kundenzahlen im zweiten Quartal in die Gewinnzone zurückkehren.

Der drittgrößte Internetanbieter in den USA erwirtschaftete im Berichtszeitraum einen Gewinn von 49,7 Mio. Dollar bzw. 31 Cents je Aktie, nachdem im Vorjahresquartal ein Verlust von 15,3 Mio. Dollar bzw. 10 Cents je Aktie angefallen war. Analysten waren im Vorfeld ebenfalls von einem Gewinn in Höhe von 15 Cents je Aktie ausgegangen.

Der Konzernumsatz war gegenüber dem Vorjahresquartal (348,6 Mio. Dollar) mit 352,3 Mio. Dollar rückläufig. Analysten hatten im Vorfeld einen Umsatz von 355 Mio. Dollar erwartet. Im abgelaufenen Quartal lag die Zahl der Neukunden bei 31.000, nachdem im Vorjahresquartal 18.000 neue Kunden registriert wurden.

Für das laufende Quartal gehen Analysten von einem Gewinn in Höhe von 18 Cents je Aktie sowie einem Erlös von 359 Mio. Dollar aus.

Die Aktie von EarthLink gewinnt vorbörslich aktuell 0,11 Prozent auf 9,02 Dollar.