Internet Stocks; Another Tulip Mania?
- TONYBRIG
- KirkL
- KirkL
- matttheduck
- Mark_J
- TONYBRIG
- matttheduck
- Mark_J
- matttheduck
- GypsyTout
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-- posted by TONYBRIG
» KirkL - Invitation to EBAY Conference Call
eBay Inc. Invites You to Join Its First Quarter Conference Call on the WebSAN JOSE, Calif., April 26 /PRNewswire/ -- In conjunction with eBay Inc.'s First Quarter earnings release, you are invited to listen to its conference call that will be broadcast live over the Internet on Monday, April 26 at 5 p.m. EST.
What: eBay Inc. First Quarter Conference Call
When: 5 p.m. EST, Monday, April 26
Where: http://www.videonewswire.com/EBAY/042699...
How: Live over the Internet -- Simply log on to the web at the address above
Chat and listen together!
Log into the conference call and then log into our chat room using This URL
Invite your friends! Send them email with these URLs and invite them to join you in this new event.
I don't own EBAY or recommend it, but this could be an interesting way that information is shared with all investors and will be used more in the future.
Will this further ignite the Internet fire? My guess is it will as people learn just how cheap and easy it is to be a "broadcast network" using the Internet. Sure answers the question "Why are companies like ABC(Disney), CBS, etc investing in Internet stocks?"
-- posted by KirkL
» KirkL - What will he talk about now?
EBay has EarningsAmazing numbers when you think about it
OVER half a billion in transactions ($541M)
1.6M New users, total at 3.8M
$0.05 per share of earnings
p/e ... don't ask! 8)
10,000:1 according to Yahoo but this might be with old earnings....
-- posted by KirkL
» Mark_J - The new internet company: ATT
Have you seen the latest news on ATT? We knew they're after Media One (UMG), and if it happens, ATT will be *the* broadband connection in 18 of the 20 largest media markets.Revenue, baby. I think I saw that AOL had a PE multiple of over 600. How does that compare to ATT? Well, ATT has a PE multiple of 22.
CNBC's David Faber reported that if the deal finalilzes, investors may afford ATT a higher PE multiple. I don't know if we'll see ATT hit a PE multiple of 600; I'd like to think so!
-- posted by Mark_J
» matttheduck - a little something on broadband
this from reuters:
Plugged In: The future belongs to broadband
Monday, April 26, 1999 08:43 PM Mail this article to a friend new!
By Scott Hillis
LOS ANGELES (Reuters) - Are you among those Web surfers bored with endless pages of scrolling text and fed up with pictures that take ages to download?
Take heart, because tomorrow belongs to broadband.
Broadband, or high-speed, connections are hailed as the future of the Internet, delivering high-quality video and audio to an audience growing hungrier for richer content.
Using cable television lines or dedicated wires carrying digital signals, broadband technologies attain speeds up to 140 times faster than traditional systems.
That translates into faster download times for Web pages as well as gargantuan video, sound and graphics files that can easily swamp the analog modems used in most computers today.
Moreover, the new technologies keep you plugged in to the Internet 24 hours a day, eliminating dial-up times and pesky busy signals.
Entertainment companies are rubbing their hands in anticipation of the day when their wares can be readily sold and delivered to the online masses.
"When broadband is a reality and you have a decent pipe into the home, people can download my product," said Bobby Kotick, chief executive officer of California-based video game maker Activision.
Analysts say the growth of online music offerings will help fuel the broadband market as more customers insist on the ability to grab CD-quality songs off the Internet in a matter of minutes.
"The availability of this kind of content is going to drive demand for high-speed access," said Paul Bandrowski, chief executive officer of Reciprocal, a music rights clearing house partly owned by Microsoft.
But the road to a broadband world is bumpy. Companies must overcome lofty prices, spotty availability and a Congress wary of anti-competitive activities.
While there are several broadband technologies, it is now essentially a two-horse race between cable and digital subscriber lines, or DSL. Those that do not seem able to cut it for the mass market are costly satellite systems and ISDN, which is much slower than the alternatives.
The cable camp pairs local cable television companies with national cable Internet firms such as AtHome Corp., majority owned by AT&T, and RoadRunner, a joint venture child of technology heavyweights like the MediaOne Group, Time Warner, Microsoft and Compaq.
Cable boasts the ability to zip signals around at up to 4 megabits (Mbps) per second, 70 times faster than the fastest current modems, through which data trickles at a mere 56 kilobits per second.
But all that speed doesn't come free.
Subscribers have to pony up for a pricey cable modem, which can cost several hundred dollars. Internet access is also more expensive -- expect to pay at least double the typical $20 monthly bill for regular telephone deal-up services such as America Online.
Nonetheless, the cable Internet business is booming. Bill Ruehle, chief financial officer for Broadcom Corp., an Irvine, Calif.-based maker of chips for cable and DSL modems, said he expected cable modem sales to double or even quadruple last year's 500,000 units.
And the editors of PC Magazine landed on the side of cable in a comparison of high-speed services in the April 20 issue.
"In most cases our tests showed cable modem services to be a better deal for the residential user today than DSL," they concluded in their "Editors' Choice."
"Cost per Mbps on our performance tests was generally the lowest for cable modems, and though our cable modem reviewers had a few more installation and customer support problems than DSL ... reviewers, they found performance in general to be excellent," the magazine said.
So a clear victory for cable? Not so fast. DSL has a few tricks as well.
While the 60 million homes that have cable television hookups are a fertile field for cable Internet to take root, DSL's reach is potentially even greater because it works through common telephone lines.
DSL service can run from $50 a month for homes to hundreds of dollars for a business connection, but many phone companies are waiving the hefty installation fees for the modem or offer rental plans.
Speed varies depending on how far the subscriber is from a phone company central office, but data transfer can attain rates of up to 8 megabits per second.
DSL is being pushed by established Internet providers such as America Online and EarthLink as an alternative to cable. Pasadena, Calif.-based EarthLink earlier this month unveiled its plans to wire southern California for DSL by this summer.
"We're beginning to satisfy the demand for high-speed Internet connections," Richard Edmiston, EarthLink's vice president of research and development, said at the time.
The cable companies' lock on cable infrastructure has also sparked concern among lawmakers, who have called for a federal study of the broadband market.
"This is a crucial issue of the future of this nation," John McCain, an Arizona Republican who chairs the Senate Commerce Committee, said at a recent hearing on the subject. (Nasdaq:ATHM) (Nasdaq:ATVI) (Nyse:AOL) (Nasdaq:ELNK) (Nyse:T) (Nasdaq:MSFT) (Nyse:CPQ) (Nyse:UMG)
Quote for referenced ticker symbols: UMG, T, MSFT, ELNK, CPQ, ATVI, ATHM, AOL
© 1999, Reuters
-- posted by matttheduck
» matttheduck - wow
well, that would be a blockbuster. a bidding war for mediaone.any thoughts on the dilution issue? aol already did a stock-swap deal for netscape (which means they paid one hell of a lot more than netscape's value at the time of the deal). how does using up stock for acquisitions help/hurt companies?
-- posted by matttheduck
-- posted by GypsyTout
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