DSL.Net die Zahlen sind da ! - 500 Beiträge pro Seite

[polo6ndriver83]

DSL.net Reports Fourth-Quarter, Full-Year 2003 Results:
2003 Revenue Increases 57%
Gross Margin Increases 65% and
Adjusted EBITDA Improves 10% from Full-Year 2002
-- 4Q 2003 Revenue and Gross Margin Both Hit Record Levels --
NEW HAVEN, Conn., March 11, 2004 – DSL.net, Inc. (NASDAQ: DSLN), a leading
nationwide provider of broadband communications services to businesses, today reported
fourth quarter and full- year 2003 financial results.
Revenue for the fourth quarter of 2003 was a record $18.2 million, representing a 62%
increase from fourth quarter of 2002 revenue of $11.3 million. Revenue for the full- year
2003, was a record $71.3 million, a 57% increase over revenue of $45.5 million for the
full- year 2002.
The Company generated record gross margin, or revenue less network expenses, of $5.2
million for the fourth quarter of 2003, representing a 75% improvement over gross
margin of $3.0 million for the fourth quarter of 2002. For the full- year 2003, the
Company generated record gross margin of $19.9 million, a 65% improvement over gross
margin of $12.1 million for 2002.
Earnings before interest, taxes, depreciation, amortization, other income (expense) and
non-cash stock compensation (“Adjusted EBITDA” for the fourth quarter of 2003 was
negative $3.4 million, a 3% improvement over negative $3.5 million for the fourth
quarter of 2002. Adjusted EBITDA for the full-year 2003, was negative $12.8 million, a
10% improvement over negative $14.3 million Adjusted EBITDA for the full- year 2002.
“DSL.net achieved several milestones during 2003,” said David F. Struwas, chairman
and chief executive officer of DSL.net. “We closed on two key acquisitions, secured $30
million in new financing and positioned DSL.net to become a leading player in the voice
over Internet protocol (VoIP) space by adding local and long-distance telephone services
in select markets to our already proven data offerings.”
Net loss for the quarter ended Dec. 31, 2003, was $7.9 million, representing a 10%
improvement over a net loss of $8.8 million for the fourth quarter of 2002. For the fullyear
2003, net loss was $35.0 million, a 3% improvement over net loss of $36.1 million
for the 2002 period. On a per share basis, the Company reported a net loss applicable to
common stockholders of $0.10 per share for the fourth quarter of 2003, a 50%
improvement compared to $0.20 per share for the fourth quarter of 2002. For the full- year
2003, net loss applicable to common stockholders was $0.64 per share, a 16%
improvement compared to $0.77 per share for the comparable 2002 period.
At Dec. 31, 2003, the Company had total assets of $59.1 million, including $13.8 million
in cash.
DSL.net will host a conference call to discuss results for the fourth quarter, as well as
future plans and expectations, today at 11 a.m. Eastern Time. Interested parties may listen
to the live audio Webcast of the call by visiting the investor relations section of DSL.net`s
Web site, www.dsl.net. The call also may be accessed live via telephone by dialing 800-
478-6251, confirmation code 407684. For those unable to access the live conference call,
an audio replay will be available beginning at 2 p.m. Eastern time today and through the
end of March by dialing 888-203-1112 and entering code 407684. Investors may also
access the call replay by visiting the investor relations section of the Company`s Web site.
About DSL.net
DSL.net, Inc. is a leading nationwide provider of broadband communications services to
businesses. The Company combines its own facilities, nationwide network infrastructure
and Internet Service Provider (ISP) capabilities to provide high-speed Internet access,
private network solutions and value-added services directly to small- and medium-sized
businesses or larger enterprises looking to connect multiple locations. DSL.net product
offerings include T-1, DS-3 and business-class DSL services, virtual private networks
(VPNs), frame relay, Web hosting, DNS management, enhanced e- mail, online data
backup and recovery services, firewalls and nationwide dial-up services, as well as
integrated voice and data offerings in select markets. For more information, visit
www.dsl.net, e- mail info@dsl. net, or call 1-877-DSL-NET1 (1-877-375-6381).
This press release contains forward-looking statements within the meaning of Section 27A of the Securities
Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These
forward-looking statements are subject to a variety of risks and uncertainties, many of which are beyond
DSL.net`s control, which could cause actual results to differ materially from those contemplated in these
forward-looking statements. In particular, the risks and uncertainties include, among other things, (i)
fluctuations in DSL.net`s quarterly operating results, which could adversely affect the price of its common
stock; (ii) DSL.net`s unproven business model, which may not be successful; (iii) DSL.net`s failure to
generate sufficient revenue, contain certain discretionary spending, achieve certain other business plan
objectives, or obtain additional debt or equity financing could have a material adverse effect on DSL.net’s
results of operations or financial position, or cause it to restructure its operations to further reduce operating
costs; (iv) risks associated with the possible removal of DSL.net’s common stock from the Nasdaq
SmallCap Market, which removal could adversely impact the pricing and trading of DSL.net’s common
stock; (v) regulatory, legislative and judicial developments, which could adversely affect the way DSL.net
operates its business; (vi) risks associated with acquisitions, including difficulties in identifying and
completing acquisitions, integrating acquired businesses or assets and realizing the revenue, earnings or
synergies anticipated from any acquisitions; (vii) competition; (viii) the marketplace’s receptiveness to
DSL.net’s offering of integrated voice and data services; and (ix) DSL.net`s dependence on third-party
providers to supply it with local DSL and T-1 facilities in areas where it has not deployed its own
equipment. Existing and prospective investors are cautioned not to place undue reliance on these forwardlooking
statements, which speak only as of the date hereof. DSL.net undertakes no obligation, and
disclaims any obligation, to update or revise the information contained in this press release, whether as a
result of new information, future events or circumstances or otherwise. For additional information
regarding these and other risks faced by DSL.net, see the disclosure contained under “Risk Factors`` in
DSL.net’s Annual Report on Form 10-K for the year ended December 31, 2002, which has been filed with
the Securities and Exchange Commission.
DSL.net is a trademark of DSL.net, Inc.
Contacts: Media: Investors:
Joe Tomkowicz Bob DeSantis
203-782-3885 203-782-3267
[e-mail] [e-mail]
(Financial Tables Follow)

[jli]

Sehr berauschend sind die Zahlen nicht. DSL.net musste nicht umsonst soviel Aktien an die Deutsche Bank abdrücken. Mir stellt sich einfach die Frage "Was machen die so im Quartal?". Neue Kunden scheinen sie ja nicht gewonnen zu haben.



Gruß jli, der etwas entäuscht ist und seine Position neu überdenkt.

[jli]

Wer jetzt unkontrolliert schmeißt hat die Börse nicht verstanden.

Gruß jli, der immer etwas zu optimistisch ist

[jli]

Ja das war ein scheiß Tag und ich hoffe nur das bei dsl.net auch eine wenig Bilanz und Steuerkosmetik mit im Spiel ist. Ich habe heute früh noch drüber nachgedacht ein paar Aktien verlustfrei zu verkaufen, man sollte doch auf seine Eingebungen hören. Mal sehen ob die 0,60 morgen hält. Wenn nicht, brennt wirklich der Baum.

Gruß jli

[polo6ndriver83]

ja servus !!
was denn das heut für eine eröffnung !??

stay long !

[jli]

Das sieht wirklich derzeit etwas bescheiden aus. Sollten die TalkingNet Umsätze schon in den Quartalszahlen enthalten sein brauch man sich wohl wenig Hoffnung auf eine Kurssteigerung machen. Ich bin ja immer noch der Meinung, dass sie noch nicht enthalten sind und der derzeitige Umsatz ein paar Millionen weiter oben liegt.

Gruß jli

[jli]

Es wird wieder einmal Zeit für news, langsam geht das Schiff unter. Covad heute schon wieder mit einer guten Nachricht und auf diesem Niveau sicher ein Kauf.

Gruß jli

[jli]

Jetzt brauchen sie eine verdammt gute news um das Boot wieder auf Kurs zu bringen. Der mittelfristige Aufwärtstrend wurde erst einmal klar durchbrochen. Die Instis steigen aus und ein R/S ist in Sichtweite. Nach fünf Monaten dsl.net muß ich ehrlich zugeben mich wieder einmal etwas verspekuliert zu haben.

Gruß jli

[jli]

Ja wem haben denn heute auf Xetra die Nerven versagt? Zu 0,31 rausgehauen.

Gruß jli

[polo6ndriver83]

also mir schonmal net,

bin immernoch long !!!

[jli]

@polo

Es bleibt wohl derzeit nichts anderes übrig als long zu bleiben. Sie scheinen derzeit massive Probleme zu haben neue Kunden zu finden. Die ganze Sache fäng langsam an ungemütlich zu werden - Eigenkapital ist aufgebraucht - Finanzierung nur noch mit sinnlos vielen Aktien möglich usw. Beim nächsten Spike sollte man rausgehen. Die Banken verdienen sich wieder auf Kosten der Kleinaktionäre eine goldene Nase bei fast null Risiko.

Gruß jli

[polo6ndriver83]

ja, leider.

bin aber irgendwie doch frohen mutes wenn ich lese das sie nen neuen ceo haben.
naja, die zeit wirds zeigen.

[jli]

Ich bin grundsätzlich auch noch positiv aber habe meine Erfahrungen schon gemacht. Ein Resplit drückt den Kurs im Vorfeld noch mal nach unten. Auf jeden Fall war es kein gutes Timing letzten November einzusteigen aber so ist es nun mal richtiges Timing ist das schwierigste überhaupt beim Aktienhandel. Ich bin immer noch der Meinung das die TalkingNet Umsätze in Q4 noch nicht ausgewiesen wurden. Wenn ja wäre dsl.net seit einem Jahr nicht mehr organisch gewachsen und das scheint mir recht unwahrscheinlich.

Gruß jli

[polo6ndriver83]

meine fresse was denn heute los ???
gibts denn irgendwelche news ???

[jli]

Nasdaq Delisting steht bevor. Nerven behalten ist jetzt angesagt oder nachkaufen.

Gruß jli

Der wohl immer erst 50% ins Minus geht oder die Freude eines Reversesplits hat.

[polo6ndriver83]

Hab nerven aus V4A !! ;-)

die hatte ich früher schon bei TRPH !!

wer deckt sich denn hier in Deutschland ein ??
welch seltenes phänomen !!

[jli]

@polo

Welche Aktien hast Du noch so?

Gruß jli

[jli]

Ich wollte eigentlich heute teilverkaufen bin aber leider nicht der Einzigste gewesen und nicht bedient worden. Jetzt heißt es Augen zu und durch. Irgendwann muß das Messer mal stoppen.

Gruß jli

[jli]

Ach ja, bin heute wieder mal auf Sun Network aufmerksam geworden. Steht bei 0,025 in Berlin und hat eine Marktkapitalisierung von 4 Mio. Kann man mal einen kleinen Lottoschein kaufen für wenig Geld.

Gruß jli

[jli]

Bei dsln sind seit zwei Tagen die Instis wieder aktiv. Eigentlich ein gutes Zeichen weil sie nicht in fallende Kurse verkaufen sondern eher umgekehrt. (siehe ragingbull.com...i-watch)

Gruß jli

[polo6ndriver83]

bin in sun schon seit längerem investiert, konnte aber leider beim letzten hype net verkaufen da ich auf dienstreise war ! *heul*
aber sollte die nächsten tage und wochen wirklich interessant werden ! ;-)

[jli]

Nirgends kann man wirklich so viel Geld machen wie in Amiland. Nur ehe man begriffen hat wie das Spiel funktioniert ist man 5 mal fast pleite gewesen. Das große Problem bei unsrem Baby ist, dass der Markt extrem wettbewerbsintensiv ist und dsl.net leider nicht zu den Leadern ind seinem Bereich gehört. New Edge Network zum Bleistift ist ein Jahr kürzer am Markt und arbeitet bei 100 Mio Jahresumsatz bereits profitabel. Auf jeden Fall bleibt dsl.net eine heiße Kiste, denn dieses Jahr müssen sie ihren Umsatz noch einmal nachhaltig steigern um nicht Chapter 11 anmelden zu müssen. Eine Übernahme ist dabei ausgeschlossen, da alle noch aktiven Wettbewerber über ihre eigene Netzwerkstruktur verfügen und maximal an den Kunden und Assets interessiert sind. Ohne die Voice over IP Fantasie über die eignen kostengünstige Netzwerkstruktur würde ich zum schnellen Ausstieg raten. Aber so können sie sich vom lokalen Telefonmarkt in Amiland ein stück abschneiden und weiter moderat wachsen. Der CC am 11. Mai wir somit richtungsweisend sein und zeigen ob sie die Wende wirklich schaffen. Als reiner Datencarrier wären sie wohl zum Untergang verurteilt gewesen. Gerade der Bereich Sales und Marketing war ja keine Perle bei dsl.net (siehe letzte Homepage). Aber so sind Techniker nun mal faktenverliebt aber ohen Blick für professionelen Service. Hoffentlich kann Pickel das in kurzer Zeit noch ändern.

Gruß jli

Kurziel 1,50 Dollar bei positiven Aussichten ansonsten ein sell

[jli]

Zusatz:

Wenn sie einaml den BE erreicht haben verbessern sich auch die Gewinnmargen.

Gruß jli

[polo6ndriver83]

servus,

sieht wohl die letzten tage so aus als wäre der boden endlich gefunden worden !??
was sagt ihr ??

[Danny123]

Denke auch, dass es nicht mehr weiter runter geht.

Aber die ganze Zeit schon kein Umsatz mehr in D?!

[jli]

Das ist nicht sicher und kommt auf die News an. Es stehen noch das Nasdaqdelistung und durwachsene Quartalszahlen an. Das einzige was mich stutzig macht sind die zeitweise hohen Volumen um 20 Mio. Die machen nur Sinn um den Wert bewußt nach unten zu drücken und dafür kommen drei Möglichkeiten in Frage.

1. Vorbereitung einer Übernahme Kooperation (Der Partner kann sich preiswert mit dem Freeflot eindecken und bekommt die Firma buchtechnisch fast geschenkt da der eigene Aktienwert den Kaufpreis an VantagePoint und Deutsche Bank deckt.) Beispiel Inktomi Yahoo

2. Vorbereitung der weiteren Finanzierungsrunde und Deutsche Bank und Vantagepoint können den Hals wieder nicht vollkriegen und sich mit vielen billigen Aktien absichern
(Macht aber so recht keinen Sinn mehr, da sie sowieso schon 51% halten)

3. Vorbereitung für Chapter 11 DB und Vantagepoint verkaufen ihre Assets hintenrum. Wäre sich eine ganz abgefahrene Nummer aber durchaus üblich. Macht aber nur Sinn wenn wirklich gar nichts mehr geht denn eine erfolgreiche Company bietet mittelfristig einen wesentlich
höheren ROI.

Gruß jli

[jli]

Inforamp to Focus on DSL.net
Focal bankruptcy leaves resellers scrambling
Focal Communications, a national provider of voice and data services, filed for bankruptcy at the end of last year, leaving dozens of dsl resellers looking for new high speed pipes. Inforamp at the time informed their customers that they would be migrated to an un-named but "more stable" carrier but has yet to elaborate. Broadband Reports has learned that Inforamp (and most likely several other Illinois resellers) will be turning to DSL.net as their CLEC partner for DSL, with an announcement roughly a month away. While you wait, check out our DSL.net reviews.

[jli]

The Death of IP Communications
Rumors of shady deals surround Chapter 7 filing
Written by Karl Bode
Plenty of confusion has surrounded the fate of DSL provider Southwestern Broadband Holdings, formerly known as IP communications. The company was forced out of business by its creditors, who hope to liquidate the company in Chapter 7 proceedings and have most customers transferred to other providers by mid-February. While the public side of the event looks rather clean, seen by many as another droll bankruptcy proceeding, internal rumors paint the company`s collapse in multiple shades of ugly.

IP Communications was founded a little more than three years ago, and managed to survive the fire and brimstone that killed off providers such as Northpoint and Rhythms...for a while. In November of 2000 after already raising $87 million, the company managed to raise an additional $130 million in venture capital from GE Equity and CIBC Capital Partners, and an additional $182 million from Lucent.

The idea surrounding the company, according to chairman and chief executive Steve Nowick, was to replace an unprofitable wholesale model with a "direct-sales approach".

Unfortunately, they ran out of time. Like many of their broadband competitors, they had a tough time achieving profitability and managed to pile up $50 million in debt while servicing 7,000 DSL lines in portions of Texas, Oklahoma, Missouri and Kansas.

Several companies were interested in the assets of the company, including DSL.net, which attempted a failed 11th hour acquisition that could have possibly saved the company, though perhaps only for a short time.

In December, Southwestern/IP officials said the bankruptcy scared away several buyers, DSL.net included.

"Had it not been the depression in the telecom industry, and the aggressive tactics on the part of some of our creditors, there would have been a happy ending to this story," said Nowick (source: Dallas Morning News, free registration required).

Simply another DSL provider skeleton on the wind swept telecom desert? Not quite. The story gets more interesting.

According to a confirmed former IP Communications employee we spoke to (much of his comments should be taken as internal gossip and not fact), IP Communications was starting to turn around as the problems began. Having trimmed a sales force of sixty four employees down to eleven, the company had still managed to maintain its sales revenue. This success had convinced Lucent Technologies (IP Communications largest lender), that the company could be sold without going through bankruptcy.

Our source claims that IP Communications was entertaining bids by at least five providers and investors, one of whom, an anonymous California investor, was consistently being out-bid by the others. Instead of being caught up in a bidding war, this investor decided to strike a backroom deal with creditors to force the company into Chapter 7, allowing the bidder an inexpensive lunch, provided the creditors got their slice first.

Recounting discussion had by several IP Communications staff-members, this ex-employee notes that after being shocked by the initial unsuspected push toward liquidation and Chapter 7, the deal between the bidder and the creditors was discovered by IP Communications themselves.

"After IP learned of the collusion between the bidder and the creditors, they knew that no matter what happened, that the deal was tainted, and that if anyone got wind of the fact that IP was bought under somewhat Shady circumstances, that a considerable legal liability could be brought to bear against IP and CEO Steve Nowick," the ex-employee informs us.

"So, to make sure to insulate themselves from any liability, it`s rumored that Nowick, with the support of Lucent, made it his sole mission to see the involuntary bankruptcy through so that IP would not be bought by anyone, but liquidated and then everyone would have equal access in bidding on IP`s remains."

Not only was DSL.net leading the bidding for IP Communications, they were already working with IP Co-founder Sean Minter, who left IP Communications to work with DSL.net to assist in pushing the acquisition through. In fact one of the sticking points for DSL.net in any acquisition deal was they`d only proceed if Minter could return to operate the "new division".

But the unexpected backroom deal between the anonymous private investor and the company`s creditors pushed DSL.net out of range, and made a deal much less attractive. DSL.net backed out of their relationship with IP Communications, and the rest is paperwork history. Minter later went on to invest in a new broadband company named "Reallinx", that shares IP Communication`s original business philosophy.

Even more interesting is the battle that occurred over the IP Communications client list shortly following the bankruptcy announcement. It`s rumored that Megapath paid $100,000 for the list, believing that it was the only company to have received a copy.

Not so. According to our source, the client list was floating around several IP Communications employees, and began to show up almost everywhere. The list also found its way into the hands of an IP Communications wholesale manager, and it`s rumored, though unconfirmed, that this individual decided to sell the list to a good number of providers for his own personal gain.

"That was confirmed for me," our source reports, "by customers that I called the day the bankruptcy was announced, many of whom told me that they had already been contacted; some by as many as 5 different providers within a time frame that included the two weeks prior to the announcement of the bankruptcy."

On January 14 Megapath issued a press release stating it was the "Preferred Destination For (IP Communication`s) Entire Retail Customer Base." It didn`t take long for Megapath to realize the integrity of the list had been compromised, and the company is rumored to be looking to avoid paying the promised $100,000 for a client list which at this point is unlikely to be worth the paper it`s printed on.

All of this exists beyond the scope of the proper press release. Press reports have been dead quiet on the company`s bankruptcy; readers and journalists perhaps too bored with (or tired of) bankruptcy reports to notice some of the more sordid details and shady deals involved in this particular case.

The only thing IP Communications customers are aware of is that the network will be shut down in Kansas, Missouri and Oklahoma by February 10, and in Texas by February 17.

But if rumors are true, there`s at least one investor, pleased as punch about getting away with quite an illicit maneuver, somewhere baking in the California sun. CEO Steve Nowick also seems to be doing well; his former employees inform us he`s the proud owner of a new Porsche.

[jli]

DSl.net ist derzeit strategisch gut positioniert. VOIP ist der Wachstumsmarkt der nächsten Jahre und fast alle Großen werden kräftig mitmischen. Natürlich nicht ohne sich ihre eigenen Festnetzanschlüsse zu kanibalisieren. Das Verizon und MCI VOIP in diesem Jahr forcieren zeigt wie heiß das Thema derzeit ist.

Gruß jli

MCI Uses DSL to Expand Availability of Hosted VOIP Solution

--MCI Advantage via DSL Extends Company`s Service to More Business Segments--

ASHBURN, Va., May 10, 2004- MCI (MCIA.PK) today announced the expanded availability of MCI Advantage, its award-winning, hosted Voice over IP (VoIP) solution, to more business segments via MCI`s Digital Subscriber Line (DSL). Available in a variety of access speeds, MCI Advantage via DSL addresses the bandwidth demands of satellite and smaller offices, extending MCI`s ability to provide businesses of all sizes with feature-rich, IP- based voice, data and video communications.

Available since 2001, MCI Advantage integrates voice and data services while meeting and exceeding the capabilities of traditional PBX services, including dialing plans, range privileges, and enhanced call routing with unlimited local and domestic long distance calling. With three years of experience providing a hosted voice over IP business service combined with its nationwide DSL and local coverage, MCI continues to set the pace for businesses wanting to simply and cost-effectively take advantage of the benefits of VoIP.

DSL access to MCI Advantage is immediately available via MCI`s facilities-based DSL service, which covers markets serving many of the top US metropolitan service areas (MSAs) including Los Angeles, CA, Boston, MA and Chicago, IL. Later this year, MCI will more than double its Advantage DSL coverage to reach more than four million businesses via an existing agreement with Covad.

"With new cost-effective broadband access to MCI Advantage, companies of all sizes will be able to migrate to converged networking services more simply," said Nancy Gofus, senior vice president of MCI Product Development. "MCI`s unmatched collection of local, DSL, data and Internet assets enables the Company to offer small/medium businesses in markets such as New York, San Francisco and Washington DC, the ability to evolve their communications solutions and reduce their overall costs."

To ensure business quality VoIP, MCI has developed the ability to manage both inbound and outbound voice prioritization and data packet fragmentation for DSL. In addition, the flat-rate pricing structure of MCI Advantage delivers the simplicity companies associate with an IP-based communications solution combined with the ease of use and flexibility of multimedia communications.

[jli]

Cablevision is Adding 3,200 Consumer VoIP Lines per Week in New York
Cablevision System`s new residential VoIP service, which is available in the New York metro area, is adding about 3,200 new customers per week. The cable company ended Q1 with 70,800 VoIP customers, up by 42,200 for the quarter.

Wenn sich VOIP im Konsumermarkt so schnell durchsetzt ist der Hyp im Geschäftskundenbereich vorprogrammiert. 2005 soll sich das Marktvolumen für VOIP vervierfachen.

Gruß jli

[jli]

Die Zahlen sind wieder einmal bescheiden. Kein Wachstum und derzeit wenig Fantasie.

Gruß jli