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


To: KENNETH DOAN who wrote (209)10/23/1999 12:48:00 AM
From: PartyTime  Read Replies (2) | Respond to of 513
 
You really think so? AOL is doing what right now? Are they collecting 10 to 11,000 new daily subscribers?

Here's what Netzero is doing daily, according to Paul Noglows, a Hambrecht & Quist analyst:

>>>"....Well, NetZero is now signing 9,000 new subscribers on a daily basis, according to The Westlake Village, Calif.-based company (NZRO: news, msgs) adds 8,000 to 9,000 users a day, making it the fastest growing major ISP ever, Noglows said...."

cbs.marketwatch.com

Did you read that folks?

Do some DD. The math shows 9,000 new NZRO subscribers each day: Monthly it's 270,000; quarterly 837,000; and yearly NetZero's taking in 3.3 million new sign-ups.

Hey, good job NetZero!

Compare against AOL, which got the public's eye around 1995. And it's year 2000?

In an equivalent time period of five years (times 3.3 million yearly), NZRO sign-ups become 16,740,000.

Wait a minute! AOL has 20 million subscribers. AOL is therefore king of this, right?

Wrong!

Not according to these statistics!

Add up the reality. Compare NetZero's year-old word of mouth campaign against all of the publicity AOL has mounted during its five-year lifespan. Plus you just gotta give AOL a little credit for becoming the first big ISP out of the gate.

The math goes that if AOL did that well--with its best in nation publicity campaign--how is NetZero doing when it can realize, using only word of mouth, a satistical pattern which show an attraction of 16,740,000 subscribers?

OK, folks--including AOLers!--what happens once NetZero's first national ad campaign becomes successful? I'd leave it at that, but I've got one more thing to note:

Anyone now bashing NetZero should reevaluate their savvy as an investor or at least their view of the future, if not the reality of any statistical projections concerning NetZero.

From an investor perspective, indeed NetZero is now on its way.