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Technology Stocks : NetZero Inc-(NZRO) -- Ignore unavailable to you. Want to Upgrade?

To: Brasco One who wrote (136)	9/30/1999 11:23:00 PM
From: PartyTime	Read Replies (1) \| Respond to of 513

NZRO doesn't have enough money, Donny? Well, maybe if they delayed their IPO until mid-2000 they might not have much money. However, according to Red Herring, they've got enough dough to buy Earthlink and Mindspring. Check it out, Donny. You might begin to consider you could be right about broadband, but wrong about whether or not there's time for NetZero to have an impact. I remind you that the article is dated September 25, 1999 and the only different which has happend since then is that NetZero has signed more subscriptions. Anyway, here's the operative paragraph w/the link: >>>"On the other hand, Netzero, with its high market capitalization, could swallow smaller ISPs. 'Theoretically, Netzero could buy Earthlink and Mindspring,' says Mr. Taulli. Earthlink and Mindspring, which announced merger plans Thursday, have about 3 million customers. At current valuations, if Netzero were to swap stock for equity in the two companies, now worth $3.4 billion, it would assume a relatively small amount of debt." redherring.com

To: Brasco One who wrote (136)	10/1/1999 12:07:00 AM
From: rdmsqito	Read Replies (2) \| Respond to of 513

Just a thought, but couldn't NZRO at some point expand to offer some form of broadband, at a discounted price, the difference being paid for by advertising the same way the regular service is? Just think of the ad revenue that could be generated by making the ads interactive, with full-motion video etc. Currently advertisers are limited by having to accomodate most viewers using 56k or less. But in this situation they would be guaranteed that the viewer is using a broadband connection, giving them much more freedom in using rich, bandwith-intensive ads. Just a thought.