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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Dinesh who wrote (21596)	3/28/2000 10:44:00 AM
From: geotrader	Read Replies (1) \| Respond to of 54805

NTCS: Getting ready, HUGE POTENTIAL, EMC latest customer..many more to come....

To: Dinesh who wrote (21596)	3/28/2000 5:44:00 PM
From: techreports	Respond to of 54805

Well, i am glad some one noticed me. :) 1. I think their model is POA. That this would add great values to the stock depends on the value chains. Could you explain what POA means? Infospace has taken the OEM business model (I.E. like Microsoft). They license their content to 2,500 web sites and collect a part of the adverting (was 2,100 in the previous quarter). I'd image INSP would have higher operating margins than say Yahoo, because (1) Infospace does not have to go out and adverting and create a brand like Yahoo, Aol, or Amazon does. Infospace doesn't care where the user goes to get maps, just as long as it's a site that Infospace provides content to. (2) every time they add a new licensee it just increases profits and costs little to add new licensees. (3) No need of a big sales force to go out and sell ad space. Infospace currently has 76 employees (from fool). 2. You mentioned that the "revenue potential is HUGE". Just how huge, since they have 4 or the top 5 portals, and some 25 wireless carriers; since they sell services and don't share in the ad revenues. Can we project revenues here because I am skeptical how much can they derive from beingjust a service providers ? Infospace does share in the ad revenues, but when i was talking about HUGE revenues i was mainly talking about the revenues Infospace could make from providing content to cell phones. The cell phone market alone is enough to make me invest in this company. I have emailed Infospace's IR to make sure that they are expected to make 1-3 dollars per wireless web user and not some fact that was made up on some message board. If you missed it, go back and re-read my report and look for the part where i talk about how much Infospace could generate from wireless users. I believe it was under the section where i talk about the value chains and if they've crossed the chasm. zdnet.com Online advertising spending will surge from $5.25 billion this year to $45.5 billion by 2005, and U.S. advertisers will spend more to tout their products and services on the Internet than they do on television, according to a study released Monday. This is very positive for all i-net stocks. I think Infospace should clearly benefit from this considering you can find Infospace content all over the internet. By the way, committed revenue backlog through 2000 increased to $57 million including actual results for the quarter, compared to $38 million reported last quarter.