(from Yahooers...)
BAD TIMES ARE ALMOST OVER
by: shikhali (43/M/Cypress, CA) 6/10/00 3:59 pm
Msg: 7515 of 7595
1-SECONDARY OFFERING
2-LOCK UP EXPIRATION
3-BARON'S ARTICLE OF DOT COM NEAR DEMISE(INACCURATE AND UNFAIR INCLUSION OF NWKC)
4-MARKET CRASH
5-INSTITUTION SELLING OF MOST DOT COM
HODINGS(ALL IN THE CASE OF NWKC)
6-SHORTS RIDING THE MARKET DOWN.
THE GOOD NEWS WILL COME IN THE NEXT 6 MONTH
1-ECONOMY IS STRONG WITH INFLATION UNDER CONTROL
2-NWKC IS BEING RECOGNIZED AS AN E.COMMERCE ENABLER AND internet INFRASTRUCTURE COMPANY RATHER THAN E.TAILER
3-FAILING DOT COM COMPANIES WILL SEEK THE SUPPORT OF NWKC to try to cut expenses.
4-istitutions will come back to internet companies but only those with strong fundamentals.
5-shorts will have to ride the market up to cover.
6-nwkc is poised to take off thanks to speedyclick, very soon it will be in the top 10 most popular web properties, just behind yahoo, aol, msft,amazon.
7- more wireless deals to be announced.
8-more speedyclick contracts whick bring high profit margin $
9-b2b will be completd when the last link is announced this will send nwkc up to a new target price.
10- ubarter will be offered to the over 700,000 buisinesses on the b2bnow.com
11-revenues from transacinon software(18,000$ EACH)WILL SATRT TO COME IN AND WILL SHOW IN THE THIRD QUARTER
12-NWKC WILL BE AN ATTRACTIVE COMPANY FOR HIGH PROFILE INVESTORS TO NAME FEW AT&T, P&G, MSFT,Q.COM
WE WILL ENJOY THE NEXT SIX MONTH
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Tearoom1, lots and none
by: lokiman72 (M/Seattle) 6/11/00 3:14 am
Msg: 7530 of 7595
Lots and none. There are ~25 million small/medium sized businesses that can't get on-line by themselves, they have to use somebody else's programmers, software, servers, etc. (the big companies can do this themselves). The top 10 competitors in the small/medium sized businesses todate don't have more than 7 million of them signed up.
Some people say NWKC has the most comprehensive offering. I would say several others are very close. What is different about NWKC seems to be their lead generation capability. They currently are better at directing new customers to a newly signed on business than some of the others are.
Read page 88-90 of the latest June 19th Business Week re the various services companies are providing. You will see names of companies and which companies focus on which one of six areas within e commerce. Many companies overlap these six areas.
NWKC provides content management, e-commerce services, on-line support, hosting, and will be providing trading networks (both barter and the JV w Tradex).
It is a highly fragmented business at this time, so naming a direct competitor is tough. DW named Digital River, and Cybersource. I think ART Technology, parts of Yahoo, and Go2Net, and others are competitors.
NWKC is trying to make it a value proposition to get all your services in one place. This is the Microsoft lesson DW learned about suites.
Hope this helps.
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The most important number.
by: ragetranquility 6/11/00 11:03 pm
Msg: 7532 of 7595
People talk about all kinds of numbers -- understandably -- on this board and on others, when trying to fix a company's value.
In the macro picture what is happening is that investors (particularly institutions and more experienced investors) are looking for basic business fundamentals in the "internet sector" and they have less and less patience for the dot commies that are burning dollars on splashy marketing with no viable profit model... Ultimately, about any business you have to ask, is the company making money?
An incredibly important component in any profit model is gross operating profit, or gross margin. NWKC is pushing past 45% and moving toward 50%. Some of their business units do a lot better than 45% today, in their contributions to the roll-up, and you better believe that these units (Speedyclick, uBarter, others) will be pushed hard going forward. When the big boys start paying attention again, after this stock price moves above $10, and after Q2 numbers are released around July 20th, there will be a lot of focus on margins, and people will begin to see that not only is the cross-over point to profitability going to happen sooner (Q4 2001 DW said, I think Q3 or sooner), but analysts will begin to project the contribution margin going forward as revenues scale like a friggin' hockey stick. |
