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Technology Stocks : Internet Guru Discussion

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To: jbcash who wrote (2850)10/1/1999 3:59:00 AM
From: steve harmon - analyst   of 4337
 
netzero - i like its fast growth, very viral; however, i think the model for free isps is also changing faster than netzero can keep up with

i expect branded isps to come into the picture (dixons in the uk is one example)

overall i think it's premature to give nzro a $2.7 billion market cap given that it hasn't monetized its 1 million user base to support that yet

without monthly access fees flowing in that's $20 per user nzro doesn't have to pay the bills with

but it has a paid isp market cap level

over time netzero may become a large revenue producer but it will take substantial marketing/sponsorships

and the market itself isn't sitting still waiting for netzero to continue to grow

capital intensive costs up front; high spec

would i own it? as a high risk stock yes, based on its growth
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