Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: PartyTime who wrote (321)	11/20/1999 11:56:00 AM
From: Glenn Petersen	Respond to of 513

"Hopefully, the company will release new monthly stats soon." What makes you think that NZRO will be releasing numbers on a monthly basis? ISPs generally release these numbers at the end of each quarter. When NZRO last released their numbers after the close of the market on October 25, 1999, the stock had closed at 24 5/8. It closed at 22 the next day and continued to drift into the upper teens. If I were you, I would not be too excited about Freei.Net. Obviously, there are not a lot of barriers to entering this market and NZRO is not a recognized "brand." Freei.Net also appears to have taken the free ISP concept one step further by not requiring their subscribers to bare detail of their economic and social existence.

To: PartyTime who wrote (321)	11/23/1999 1:45:00 PM
From: PartyTime	Read Replies (1) \| Respond to of 513

Glenn--this is actually a reply to Lucky. For some reason, SI won't let me post a response directly to him. >>>The problem with nzro/freei is not how many users signing up each day...<<< Again, it's only fair to wait and see how NetZero's first nationwide advertising campaign takes root. For example, I have a friend who used to bounce around from ISP to ISP, taking advantage of each of their free trial periods. He finally just settled into NetZero as his permanent ISP. One small example. Another consideration is the small shop computer sales/repair business. These guys reconstruct hardware, software and peripherals into a sale-like deal. Guess what Internet access service they'll provide in order to keep the cost of the sale low. You got it, NetZero. So add this up all across Smalltown USA, and you're going to see a lot more folks coming onto the Web with only one ISP provider: NetZero. >>>Many analysists thinks the free ISP biz model is unproven <-- That is the problem.<<< Hey, Lucky, this ain't nuthin' but a pat line. And you know it. Of course it's unproven. It just began. But I bet ya more and more of the so-called opinion-makers are softening their positions on the free ISP model. I think the biggies got the wagons circled around AOL right now, partiuclarly with the recent split and all. But this will only last so long once it's discovered that those attacking the wagon train simply went somewhere else. To a free ISP model, for example. Hey, it's easy math. Free ISPs, particularly NetZero, now provide what AOL has provided for so many years. This is a very significant change. Not only that, several have managed to become very national in scope, offering in excess of 1200 hookups countrywide. NetZero, alone, offers over 1600. So add it up? Why keep a paid service when you can get two or three free ISPs? Why's this math important? Think how many baby shoes a mother could buy for the baby's changing footsize merely by saving on her ISP costs.