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


To: James T. who wrote (258)10/26/1999 8:59:00 AM
From: Coral4pH_dot_com  Respond to of 513
 
Yes, NetZero has totally geared up for the totally imminent and anticipated massive growth that will result from their massive marketing campaign being launched now.

They are smart. They are not going to be clobbered by the growth, but manage their growth head-on (while still maintaining their growth costs by strict "safe" accounting principles). They do not want to be a "bottleneck" and slow the growth, they want to open the barn doors wide-open and continue not only being the fast growing ISP company in the U.S., but eventually "TOTALLY" acquiring some of the major competitors they are now ready to surpass.

3 words: "THIS IS 'FREAKING' FUN!!!" Okay 4 words!!!!

FYI: It is "EXTREMELY" common for companies (especially new internet IPOs) that report revenues of over 100% compared to the previous quarter, to conservatively see the same percentage increase in their stock price. And still, we will be at rock bottom...

Note to shorters: Please think long and hard about what is really happening here!!! NZRO is a "measly" 13 pennies away from making a profit on the day of their first financial release since going public just "weeks" ago. I'm sure most of the shorters have covered, but just in case any are still left, the fundamentals, business model, obvious trend to massively increase revenue generations (even before T.V. commercial campaign is launched), etc., all add up to price "explosion" TODAY!!!



To: James T. who wrote (258)10/26/1999 11:19:00 AM
From: KENNETH DOAN  Respond to of 513
 
Wit Capital's Marlowe Burke and Jonathan Cohen Upgrade the S
Wit Capital's Marlowe Burke and Jonathan Cohen Upgrade the Shares of NetZero
(NZRO) from an Outperform to a BUY rating

NEW YORK, Oct. 26 /PRNewswire/ -- This release has been issued by Wit
Capital Corporation, a registered broker-dealer and member of National
Association of Securities Dealers, CRD number 41499, and SIPC.
Wit Capital's Marlowe Burke and Jonathan Cohen today upgraded the shares
of NetZero (Nasdaq: NZRO) from an Outperform to a BUY rating.
NetZero provides free Internet access to two million registered users and
one million active users through a network of third-party POPs in 1,600 cities
across 48 states nationwide, as of September 30, 1999. The company uses
proprietary targeting and tracking technologies and an "always-on" window for
banner advertisements to enhance the effectiveness of online advertisements,
and potentially improve the return on advertising dollars.
For more details, see the company's report "NetZero Passes 1 Million
Active Users in 1Q00: Upgrade to BUY."
Wit Capital (Nasdaq: WITC), was founded in 1996 as the first online
investment banking firm. With offices in New York and San Francisco, Wit
Capital is an issuer-driven, Internet-centric company that offers a rapidly
expanding array of investment banking services, including underwriting for
public offerings, private equity services, strategic advisory, and
institutional quality research. Wit Capital also offers individual investors
online brokerage services, which include access to IPO's and other securities
offerings.



To: James T. who wrote (258)11/6/1999 9:05:00 PM
From: PartyTime  Read Replies (1) | Respond to of 513
 
>>>"The company's net loss was $14.9 million for the September 1999 quarter, vs. $8.2 million for the June 1999 quarter. "

During NetZero's early months of operation pretty much the only thing it had going for it was the fact it offered free access on a national scale. However, the period where you highlight above also saw NetZero undergo a tremendous upgrade of its system. You see, in August, ZeroPort was introduced.

So what's the big deal about ZeroPort?

Well, there's a lot to it. Foremost ZeroPort makes NetZero just like AOL. The ZeroPort function offers links to business, sports, music, ecommerce, etc., much like AOL. And the advertising which follows the consumer, is demographically and geographically targeted to fit the interests of the consumer. Another neat thing is when the consumer goes to website and is considering the purchase of a product, the ZeroPort will aim an ad of a competitor which offers a competitive price. NetZero, during this time, also upgraded both its speed and reliability functions.

Fact is the street estimated NetZero would lose 19 cents a share, but NetZero came in with a loss of 13 cents. That's not bad for a first earnings report.

Now signing new subscribers at the rate of 9,000 daily, and this by the word of mouth vehicle of advertising, this number is sure to increase given NZRO has now embarked on a national electronic, print and outdoor national advertising campaign. It won't be long before NetZero is the number two ISP in the nation.

There is nothing wrong with NetZero's business model. It makes sense and fits the times we live in. You watch!