Blucora, Inc. (BCOR)

[rudy-carter]

DD: money well speant on ideas - but lost out anyways



http://msn-cnet.com.com/4520-11136_1-6278387-1.html?part=msn-cnet&subj=re_6278387-1&tag=msn_...

[rudy-carter]

Industry Mobile/Search learn directly from CEO
http://www.wsw.com/webcast/pc2/insp/
register and LISTEN to total presentation including Q&A -
very good presentation!!

[rudy-carter]

OT: Jamdat Shares Plunge on 3Q View
Thursday August 11, 6:24 pm ET
Jamdat Mobile Second-Quarter Profit Surges but Shares Slide After-Hours on Weak Outlook


LOS ANGELES (AP) -- Jamdat Mobile Inc., a maker of cellular phone accessories, on Thursday said second-quarter profit surged, but shares plunged after-hours on the company's feeble third-quarter forecast.
ADVERTISEMENT


Jamdat predicted adjusted third-quarter earnings, which exclude items, in a range of 13 cents to 15 cents per share -- sharply below Wall Street's target for earnings of 21 cents per share, according to a Thomson Financial poll.

Shares of Jamdat plummeted $7.47 on the news, or 25.3 percent, to $22.02 in aftermarket activity. The Nasdaq-listed stock, which has traded in a 52-week range of $15.16 to $34.86, closed up 4 cents at $29.49.

The company, which develops ring tones, games and other add-ons for cell phones and wireless products, said net income surged year-over-year to $2.6 million, or 11 cents per share, from $423,000, or 9 cents per share. The recent results include a $2.6 million research and development expense and a $1.7 million income tax benefit. Excluding those items, net income would be $3.4 million, or 14 cents per share.

Adjusted net income, which does not count the amortization of stock compensation or certain other charges and gains, was $5.4 million, or 23 cents per share. Analysts expected earnings excluding items of 19 cents per share.

Sales ballooned to $19.3 million -- in line with the consensus estimate -- from $8.4 million in the year-ago quarter. In April, the company acquired Blue Lava Wireless and a 15-year license to the wireless rights for the popular game Tetris.

Jamdat said it expects third-quarter earnings of 4 cents to 6 cents per share on sales from $20 million to $21 million, slightly below the consensus estimate for sales of $21.9 million.

The company reaffirmed its full-year guidance for revenue of $80 million, per-share earnings of 42 cents and adjusted earnings of 83 cents per share. Analysts project full-year income of 77 cents per share on sales of $81.8 million.

http://biz.yahoo.com/ap/050811/earns_jamdat.html?.v=1

[rudy-carter]

OT: JMDT Competitor Creamed!
Jamdat Mobile profits up, shares fall
Investors send shares down 20% after weak 3Q forecast
By Scott Banerjee, MarketWatch
Last Update: 5:12 PM ET Aug. 11, 2005
E-mail it / Print / Alert / Reprint /

SAN FRANCISCO (MarketWatch) - Wireless video game publisher Jamdat Mobile Inc. late Thursday reported second quarter revenue that rose 128% from the same period last year, but shares sank over 20% on a weaker-than-expected third quarter forecast.








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Shares of Jamdat (JMDT: news, chart, profile) fell $6.54, or 22%, to $22.95 in late trading, after closing the regular session 4 cents higher at $29.49.

Net income at Los Angeles-based Jamdat (JMDT: news, chart, profile) came in at $2.6 million, or 11 cents a share, compared to profits of $400,000 for last year. The results included $2.6 million in acquisition costs for Blue Lava Wireless, as well as a $1.7 million tax benefit.

Second quarter revenue was at $19.3 million, compared to $8.4 million last year.

The company said profits excluding certain charges were $7.2 million, or 30 cents a share.

Analysts were expecting profits of 19 cents a share on revenue of $19.3 million, according to consensus estimates from Thomson First Call.

For the current third quarter, Jamdat expects revenue in the range of $20 million to $21 million, with profits ranging from 4 cents to 6 cents a share. Analysts were expecting profits of 21 cents a share on revenue of $21.9 million.

During the quarter, Jamdat acquired a 15-year exclusive license to publish the title "Tetris" for wireless in certain global regions.

Jamdat reaffirmed its full year revenue forecasts of $80 million a year, slightly below analysts' forecasts of $81.8 million.

http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&gui...

[rudy-carter]

GOOG, YHOO, BIDU, MSN searches not same result
==========================================
"Most people believe search results across all four engines are the same, when, in fact, the vast majority of the results from each engine are different. A new study conducted by InfoSpace's Dogpile.com in the US, in conjunction with researchers at the University of Pittsburgh and the Pennsylvania State University evaluated 12,570 random queries run on MSN Search, Google, Yahoo! and Ask Jeeves. It found only 1.1% of first page results were the same across all four engines. The full results of the study can be found at http://CompareSearchEngines.dogpile.com/whitepaper.

Trigg continues, "InfoSpace's metasearch product allows its private-label partners to deliver a differentiated search experience that their customers can't find at any single engine."

full article
http://biz.yahoo.com/bw/050811/105898.html?.v=1

[rudy-carter]

Re: Listen to the CC Again
by: insphockeystick 07/28/05 03:59 am
Msg: 625081 of 625085

Excellent post, you hit the nail on the head. The perception that there is something wrong with Infospace is way out of whack and untrue. Everyone seems to be taking from this, the next quarter or two and defining it as equating to the big picture for Infospace. Wrong. A couple things I will add to your post is what's going on with Infospace and Nextel, the mention in the conference call of growth resuming in the fourth quarter and other deals with Carriers they are not inclined to discuss at this time. If one takes a step back and looks at how far Infospace has come over the last couple years, and the specific reasons for this temporary set back, and where we are going over the next two years, one would realize the true value and overall growth going forward of this company. I agree that INSP is a strong buy over the next six months. Thanks for your rational post with all the mis-perceptions flying around.


http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=15293324&tid=insp&sid=15...

[rudy-carter]

Listen to the CC Again
by: rgn1113
Long-Term Sentiment: Strong Buy 07/27/05 10:55 pm
Msg: 625059 of 625083
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=15293324&tid=insp&sid=15...

If you listen to the CC again, you will conclude that the sky is not falling at INSP. The loss of the Verizon contract is not a complete loss as INSP will get paid for performance instead of paid searches. Granted that $9 Million of revenue will be lost in H2 because of this change, it is not the end of the world. The verizon monetization loss is coming out of the Infospace netwrok and not the Switchboard network which is not affected. INSP reiterated strong relationships with Yahoo, Google, and Cingular. It is also adding MSN searches to the Dogpile web site by next week! $5 million of revenue will be lost in H2 because INSP will finally start to spend money advertising its Dogpile web site. That investment will come out of earnings in H2 and is the reason for the reduced profits in H2. That investment should increase traffic to the INSP network and is a good long term strategy. JV stated that his startegy is not meant to be for one or two quartes but for the long term. JV also emphasized that the relationship with cingular is growing stronger than ever. The reduced margins in music downloads is due to the mix of the music downloads but only 10% of cell phones are currenlty downloading music. Europe downloads are at 40%. INSP is the leader in mobile content in the US and this industry is at its infancy. Games are about 5-10% of mobile revenue and are expected to grow as well.

Conclusion: short term we are experiencing a setback with the loss of the Verizon contract and the reduced margins, but this should not be interpreted as a long term pattern or the end of growth for INSP. My takeaway from the CC is that INSP is in two high growth businesses and is looking for ways to grow both organically and by mergers and acquisitions. JV said that with $407 million in cash, he will be able to make acquisitions easily. Growth will also happen as a result of increased downloadable handset sales expected in Q4 and beyond. Therefore, given that we lost another 30% of our market cap and growth will resume, we are way undervalued here and I am switching my sentiment to a strong buy once again.

RGN

[rudy-carter]

INSP BLOG - read it !!!!!

http://inspfans.blogspot.com/

[rudy-carter]

Thursday, July 21, 2005
InfoSpace -A Trust Company?
VeriSign is suppose to be the company you trust. You know the motto, trust and work with VeriSign with your communication, commerce, and content needs. Isn't it ironic that there biggest growth driver until yesterday, was Jamster, notoriously known for unethical business practices banking on the impulse buy and people not reading the fine print of all the extra surcharges and subscriptions fees?

Then there is InfoSpace, which once was referred to by Henry Blodget as "junk", who after ousting it's free wheeling founder and CEO Naveen Jain was left with a tarnished reputation with wall street and left to die, a penny stock. Enter Jim Voelker, a straight shooting conservative. He seemed to be able to sell the right businesses, keep the ones with value like metasearch and make some fabolous deals. In no time it's reputation started to turn to one of trust. So much so that InfoSpace provides more than 90% of it's ringtones on the Cingular portal and wap decks.

The acquisition of Moviso seemed to be the critical driver in getting InfoSpace on track. At the time of purchase Moviso had more than 70% market share in the ringtone business of North America. So this company had serious prospects ahead of them. At the time they were owned by NBC Universal. Let's examine the magnitude of this deal.
NBC Universal knew it was imperative for them to get digital revenues from their artists which include: 50cent, Eminem, Jay-Z, or just the biggest selling artists today.

They didn't go to VeriSign, the supposed trust company, or Yahoo the company with the biggest online reach, but to little ole' InfoSpace. That showed you right there that InfoSpace had juice. Insp bought Moviso for 25 million. What is there ROI thus far? Well just last quarter alone mobile revenues came in at 39 million dollars!! And that was just InfoSpace's cut, imagine what the record labels and carriers pocketed!! It's no doubt that InfoSpace took the industry to the next level in North America.

Will trust services go away? Well imagine this, you are the record labels and your artists ringtones are on the Cingular networks. How would you be able to track the amount of downloads that Cingular actually downloaded? Or if your Cingular and your working with a off portal site, you are hit with a hefty bill with the site claiming that their artists sold 3 million ringtones and to pay up. But your numbers and theirs don't add up? That's why you need a trusted third party partner that both companies can respect to provide billing to make sure all get paid.

InfoSpace has been knocked by not creating their own mobile content, but it appears that they are becoming a trust services partner in the mobile content business which may prove to be way more valuable then pimping the crazy frog!! Stay tuned for earnings July 27th!!

http://inspfans.blogspot.com/

[rudy-carter]

Earnings: July Line up!

2nd to last week month
Tuesday - TZOO, YHOO,
Wednesday - EBAY
Thursday - GOOG, MSFT

last full week of the month
Tuesday - INSP, AMZN
Wednesday - ASKJ, SHOP
Thursday - INCX, LOOK

[rudy-carter]

the business plan, the numbers, the growth
=================================================
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=15293324&tid=insp&sid=15...
=================================================

Anyone see this?
by: insphockeystick 07/14/05 11:45 pm on YHOO board for INSP
Msg: 621466 of 621475

All the blah blah on this message board from shorts, naysayers, Infospace just keeps doing its thing, growing every year since Jim Voelker took over and the PE is what again? How much will the PE be after this next earnings report? Has anyone ever seen a PE in the negative? If INSP doesn't start going up soon imo, this will be one of the lowest PE, fastest growing companies ever. Not to mention the cash, the zero debt and the new strategy Jim Voelker has been implementing since day one, starting to manifest itself now in a major way in every facet. Too many "stock traders" seem to be trying to twist and manipulate the facts for their own benefit. But the real facts speak for themselves, the business plan, the numbers, the growth. The stock and the company has appreciated accordingly since the new management took over. What was once a highly overvalued company that no one understood has now become an extremely undervalued company that people are starting to understand, and will more so as the business plan, the numbers and the growth show their true colors. I think Jim Voelker knows what he's doing and I think when Infospace got upgraded a few weeks ago, those analysts started to have the insight into the understanding of Infospace's industry and what we are doing to achieve our highest goals. Even with the success we've had to date, I don't fee Mr. Voelker is satisfied in the least compared to what we are capable of achieving in the months and years ahead. In my opinion, INSP is an extremely cheap stock. Why do you think they implemented a buyback? What do they know that we or anyone else doesn't know? Let the games begin.

http://www.gamesindustry.biz/press_release.php?aid=10120

[rudy-carter]

INFOSPACE NOMINATED FOR DEVELOP INDUSTRY EXCELLENCE AWARD

http://www.gamesindustry.biz/press_release.php?aid=10120
=======================================================
Thursday 14th July 2005/... Leading mobile content provider InfoSpace announced today its U.K. based IOMO studio has, for the third year running, been nominated for the Develop Industry Excellence Awards' Mobile Game Studio category. The studio has won this award for past two years. The awards are chosen by a 50-strong judging panel and recognize the innovation, creativity and diversity of the European game development industry.

"We're extremely pleased that we have been nominated for a third time," said John Chasey, InfoSpace's Vice President of Mobile Operations and Studio Director of IOMO. "As these awards are voted for by independent industry experts, it's gratifying to know we're producing products that stand up to our peers' high expectations."

IOMO studio has garnered a reputation for developing top quality titles such as Pub Pool, the ELSPA U.K.chart's number two all-time performer, and Snakes, N-Gage's all-time number one game by gamerankings.com. InfoSpace acquired IOMO in December 2004.

The Develop Industry Excellence Awards 2005 ceremony will take place Wednesday, 31st August in London's Royal Garden Hotel.

-ends-

EDITORS NOTES

About InfoSpace, Inc.

InfoSpace, Inc. (NASDAQ: INSP) is a leader in private-label search, online directory and mobile entertainment. InfoSpace consists of two divisions – Search & Directory and Mobile. The Search & Directory division uses its unique metasearch technology to power a portfolio of branded Web sites and provide private-label search and online directory services. InfoSpace Mobile is a global provider and publisher of wireless content, including ringtones, games, graphics and more, as well as infrastructure solutions that help customers build stronger brands and generate revenue. InfoSpace Mobile distributes its applications through mobile operators, including Cingular Wireless, T-Mobile, Verizon Wireless, Nextel, Sprint, Virgin Mobile, Vodafone, O2, Orange, 3, TIM and Telefonica Moviles. More information can be found at www.infospaceinc.com.

For further information on Infospace or to arrange interviews, please contact:

HEATHER WILKINS / DEBORAH COSTER

BARRINGTON HARVEY

Tel: [phone]

Fax: [phone]

Email: [e-mail] / [e-mail]

Issued by: Barrington Harvey, Trooper's Yard, Bancroft, Hitchin, SG5 1JW

[rudy-carter]

.mobi new web page designation for cells
http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh17435_2005-07-11_10-58-48_l11...

[rudy-carter]

2005 share count is on until 7/19/05 eod
counting shares by longs - do you want to participate? email me your count at [e-mail] or call me at 516-662-1283 and leave the number of shares you own.
====================================
Sorry to say - our largest shareholder that we knew in 2004 got out when the price was in the low 50's - he called me 2 days ago to let me know.

the 2nd largest shareholder is nolonger at last years email address.

Also - some of us have increased our position in the stock and some have reduced - while others are still holding.
====================================

As you remember in 2003/4, I told of the count in this fashion as stated below - the count will be reported again in this fashion at 17:00 EDT Friday;

=====================================
From 2004:

count with 36 reporting = 676,125 shares

see below - list of quantities from each letter
--------------------------------------
Also - we have alot of honest people on this board - who reported and asked a few questions about the count - there is probably people on the board who did not report-- thanks to those that reported

353,000
95,000
40,000
25,000
20,000
17,000
15,000
12,500
10,000
10,000
8,750
8,000
7,500
7,150
7,000
5,000
5,000
3,400
3,300
3,200
3,000
2,700
2,400
2,200
1,700
1,350
1,300
1,200
1,161
1,011
800
655
500
220
98
30

[rudy-carter]

InfoSpace Brings Marketers to Mobile with New Direct Communication Channel for its Popular Tournament Games
Tuesday July 5, 4:30 pm ET
Highly Targeted Mobile Marketing Channel Reaches the Right Person in the Right Place at the Right Time

BELLEVUE, Wash.--(BUSINESS WIRE)--July 5, 2005--InfoSpace, Inc. (Nasdaq:INSP - News), a leading provider of mobile content, applications and infrastructure, today introduced a mobile marketing channel for its slate of "For Prizes" multiplayer tournament games. The channel allows marketers an innovative new way to reach mobile subscribers with highly targeted, relevant messages. Building on InfoSpace's leading mobile content position and its unique "For Prizes" gaming format, InfoSpace is pioneering the future of marketing in the mobile space.

"As the buzz around mobile entertainment increases, marketers are seeking ways to tap into the burgeoning opportunity," said Steven Hoffman, mobile executive producer at InfoSpace. "Our mobile marketing channel opens the doors for advertisers to reach consumers who increasingly rely on cell phones as a major source of entertainment, thus making mobile phones a prime target as the next major advertising medium."

The mobile marketing feature sends subscribers targeted ads and messages upon launching one of many head-to-head or progressive tournament games in the "For Prizes Network." These text or picture messages contain promotional material, such as information about prizes provided by participating sponsors, alerts about new tournaments and games, and changes to game rules.

"Mobile gaming is on the rise with six million wireless users downloading games in the month of February," said Seamus McAteer, chief product architect and senior analyst, M:Metrics, Inc. "InfoSpace's unique marketing channel gives marketers a highly effective tool to make a connection with desired markets."

About InfoSpace, Inc.

InfoSpace, Inc. (Nasdaq:INSP - News) is a leader in private-label search, online directory and mobile entertainment. InfoSpace consists of two divisions -- Search & Directory and Mobile. The Search and Directory division uses its unique metasearch technology to power a portfolio of branded Web sites and provide private-label search and online directory services. InfoSpace Mobile is a global provider and publisher of wireless content, including ringtones, games, graphics and more, as well as infrastructure solutions that help customers build stronger brands and generate revenue. InfoSpace Mobile distributes its applications through mobile operators, including Cingular Wireless, T-Mobile, Verizon Wireless, Nextel, Sprint, Virgin Mobile, Vodafone, O2, Orange, 3, TIM and Telefonica Moviles. More information can be found at http://www.infospaceinc.com.

This release contains forward-looking statements regarding the Company's mobile business and its mobile games business. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. Factors that could affect InfoSpace's actual results include the implementation and future performance of the mobile marketing channel and the rate of adoption by mobile operators and other customers of InfoSpace's mobile media products and games offerings. A more detailed description of certain factors that could affect actual results include, but are not limited to, those discussed in InfoSpace's most recent Annual Report on Form 10-K and quarterly reports on Form 10-Q as filed from time to time in the section entitled "Factors Affecting Our Operating Results, Business Prospects and Market Price of Stock." Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this release. InfoSpace undertakes no obligation to update publicly any forward-looking statements to reflect new information, events or circumstances after the date of this release or to reflect the occurrence of unanticipated events.
Contact:

InfoSpace, Inc.
Amina Suchoski, 425-201-8681
[e-mail]
or
Access Communications for InfoSpace
Chris Loncto, 917-522-3524 (Media Contact)
[e-mail]

[rudy-carter]

INSP Catalog of Mobile Games
http://web.elkware.com/web/download/Games_Catlg_2005.pdf

[rudy-carter]

Mobil Marketing -
Media Maze: Getting Ready for Mobile
June 01, 2005
By Jim Meskauskas
In this week’s Media Maze, Media Strategies Editor Jim Meskauskas opens discussion on how to start preparing for media’s coming “third screen.”


In the last two weeks I’ve listened to more talk about the possibilities of mobile marketing than I have in the last five years.

There is a great deal of excitement in the advertising industry right now over mobile marketing and the brave new world of advertising it will enable.

There has long been talk of the power of marketing messages carried on mobile devices. Since the very late '90s, musings over the ability to deliver advertising messages right into the pockets of unsuspecting millions launched myriad advertising offerings from both established media companies and newly formed companies focusing exclusively on the mobile platform.

From Mobliss and enPocket to Lycos and ESPN, mobile advertising was suddenly being touted as the great next frontier.

And there were plenty of reasons to be so excited about the prospects of mobile platform advertising. Millions of people were carrying cell phones or PDAs -- or PDAs that were cell phones. People are constantly using them to keep in touch with friends, family, loved ones, work, home and school. The device that enabled relationships has a way of becoming part of that relationship; what better device for carrying advertising than one with which audiences already have an emotional connection (albeit a sublime one) that the messages appearing on it can benefit from?

Also, foreign markets were seen to be very big adopters of the primary format under consideration for mobile marketing messages, SMS. In places like Japan and Finland, people were doing everything from talking with friends to ordering coffee via texting while sitting at a table in a café. If people were so enthralled with communicating using text, why not just slip some ad messages in? People would be sure to see them without feeling put upon because those messages could be delivered without much interruption of a user’s “flow experiences,” so to speak.

And let’s not forget targetability. By using information on customers of wireless mobile networks, advertisers are able to target based on all manner of criteria, including highly specified geographies.

But what happened, then, to all the text message marketing we were supposed to see?

Well, it didn’t happen. Not to the degree that the industry itself felt it would. It turns out advertisers didn’t take to it the way that those who sell advertising to advertisers thought they would. The format wasn’t very appealing to advertisers operating outside the spam circuit. Sure, Cheapcigarrettes.com would blanket a metro like New York City with the equivalent of SMS spam shortly after Bloomberg’s high taxes on cigarettes went into affect. But auto dealers never were too excited about sending the equivalent of SMS flyers touting car deals, and McDonald’s never got too excited about location-based triggered couponing.

What was old is new again

There is now renewed enthusiasm over the marketing possibilities offered by the “third screen.” Talk is once again fervent about delivering ad messages over a wireless platform. Only this time the sanguinity is driven by the promise of 3G networks’ delivery of high-res video content coupled with the fact that even more people across even more demographic segments are carrying even more advanced mobile devices and using them more often.

Again, like the days of yore, there are plenty of reasons to be excited about the possibilities offered by wireless mobile platform marketing. Most of the reasons given and evidence proffered for this are the same as before: penetration of the devices among the population, adoption in overseas markets, the connection persons have with the device carrying over into the ad messages running on the network. Added to the list of pros are quality and variety of ad format (graphic images, video) beyond just simply text.

Beware "rational" exuberance

Once again, agencies and media companies risk overextending their enthusiasms for this emerging media platform. As I stated above, there are ample justifications for such thrilled unrest. But the advertising industry has a tendency to overstate the case for new messaging channels to those outside of the business and entrance itself with its own hyperbole.

Ever since traditional agencies and marketers missed playing a role in the commercial web as it emerged, they have been frantically effusive about any electron that moves through a new emerging media platform, channel or vehicle. For fear of missing out on the next ‘next’ thing, agencies are paying large fees to tech-trend watchers (or large salaries to those playing a similar role on staff) instead of hiring entry-level work horses to deal with the existing burgeoning workloads.

And of course media companies hype potential opportunities to a point where their own sanguinity makes them near vampiric. There is always a great deal of enthusiasm among those who sell advertising for new places to place advertising and, therefore, for new advertising to sell.

But we need to be cautious in what we sell in to clients and how we allocate real resources to the plethora of emerging media platforms. Although mobile marketing is often being sold as wholly baked, in reality the yeast has yet to even rise. As Jeff Minsky with OMD -- one of the leading thinkers on emerging media platforms -- said at the recent iMedia Agency Summit, it is pretty much day one, 1995, when it comes to advertising with mobile media.

So much is still unknown, untried, untested and untrue that we have to be careful about how far out we go with expenditure of resource. So many things need to be kept in mind while developing strategies around emerging media platforms. The first thing to remember, of course, is that these platforms are called “emerging” for a reason. It means they have not arrived, yet. They are “emerging,” not “emerged.”

It’s also important not to use trends in foreign markets as signs of certain success in this one. Just because the Japanese like to SMS all day or the Finns would rather order a latte from their café table using their cell phones than go up to the counter does not mean the U.S. mobile ad market is bursting with ripeness.

Something else Minsky has pointed out is that, when talking about how and why people use media, it is very important to keep in mind the cultural differences present in an environment where a phenomenon has been successful and the environment into which some seek to import that phenomenon. The homogenous cultures of the Japanese and the Finns are hardly the heterogeneous patchwork quilt the United States is. For example, electric underwear or reindeer meat might be popular in those two markets, respectively, but haven’t really translated here.

Also there are still a great deal of technological and distribution limitations to the kinds of marketing opportunities that are touted for mobile. Carriers are not media companies and do not have practice being thus; mobile marketing networks still have some work to do to get carriers and themselves on the same page in order to enable the kinds of things that are possible. 3G networks, which are essential for carrying the kind of quality content many of the current spate of marketing opportunities being discussed will require, are still some time away from gaining adequate audience penetration necessary for attracting advertisers.

And finally, lest ye forget the consumer, let me remind you about the consumer. When it comes to advertising and marketing, you don’t get anywhere without audiences. The question that must be answered before too much time and effort go into developing a mobile marketing strategy is: Will consumers respond to this kind of marketing? When running video on a mobile device becomes facile, will audiences be amenable to receiving (or opting to receive) video ad content? I’ve said for many years that among the books all marketers and advertisers should read (aside from "Ogilvy on Advertising" and the "Cluetrain Manifesto") is "Frankenstein," because the morale of the story is just because you can do something doesn’t mean you should. If people who have mobile devices capable of carrying multimedia don’t actually make use of the multimedia, the marketing opportunities are limited. Or if they do and they grow to resent the advertising that's finding its way onto their phones, the mobile platform will hardly be a successful marketing channel.

I am a believer in the future of mobile network marketing. Although I may not be a fan of the idea of looking at content on a 2”x2” screen doesn’t mean millions of others won’t be. Young people who today, at the ages of 10- or 11-years-old already can’t live without their cell phones because they live through their cell phones, are going to one day be adults with purchasing power for whom multimedia content served up through all manner of media platforms will be de rigueur. Marketing to them through the plethora of devices available to them will be normal. But for now, agencies and marketers need to pace the development of their emerging platform media strategies to be just a bit ahead of the market. That way they can extract the most value from those channels already in use and allocate resources accordingly while at the same time being prepared for that next ‘next’ thing that really turns out to be the next ‘next’ thing.

Jim Meskauskas is iMedia's media strategies editor.

[rudy-carter]

Cell Phone Gaming - TOP NOTCH HOT Market
===========================================
http://www.financialexpress.com/fe_full_story.php?content_id=92668
===========================================

Big guns take aim at mobile game market

Posted online: Thursday, June 02, 2005 at 0000 hours IST

JUNE 1: Electronic Arts Inc, the largest US video-game maker, will on Wednesday announce an agreement with Qualcomm Inc aimed at grabbing a bigger slice of the $1.3 billion market for games played on mobile phones.


The partnership will mesh games made by Electronic Arts with software developed by Qualcomm, the world’s number two maker of chips that power cell phones, John Batter, vice president of Electronic Arts’ mobile unit, said in an interview on Tuesday. “It’s time for us to get involved,” Mr Batter said. “We saw the market developing in terms of consumer downloads.”

Sale of cell-phone games may increase more than sixfold to $7.9 billion by 2008, according to London-based researcher Informa Telecoms and Media. The growing popularity of wireless handsets as a game platform is luring investment from companies such as Walt Disney Co, Yahoo Inc and THQ Inc and could crimp sales for game makers such as Nintendo Co, which says it has no plans to put games on phones.

“Cell phones will become the world’s largest computing platform,” said Andy Riedel, vice president of game development at InfoSpace Inc, which sells Ms PacMan and other games. “Every individual around the planet will have these devices,” he said. Electronic Arts, based in Redwood City, California, will make the announcement as a three-day conference sponsored by Qualcomm’s Brew unit gets under way. Eight Brew sessions will focus on games, more than video services and business applications. About 2,200 people are expected at the San Diego conference, a 47% increase from last year.

Shares of San Diego-based Qualcomm rose 11 cents to $37.27 at 4 pm on Tuesday in Nasdaq Stock Market composite trading and have fallen 12% this year. Electronic Arts rose 49 cents to $52.54 and have lost 15% this year.

Electronic Arts began its mobile unit last year and will release 20 titles for cellular phones this year, Mr Batter said. The entry into mobile gaming marks a shift for Electronic Arts, whose then-President John Riccitiello said in 2001 that games on cell phones are “more like a hobby than a business”. Mr Batter will speak on Friday at the Brew conference. Games are the third most-popular cell-phone function, after calling and text messaging, says researcher In-Stat MDR. About 800 million people worldwide will have cell phones with games by 2007, compared with 96 million in 2003, estimates game maker THQ, based in Calabasas, California.

— Bloomberg

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YellowPages.com and InfoSpace's Switchboard Announce Distribution Agreement
Thursday May 26, 8:00 am ET
Relationship with Premier Online Directory Provider Switchboard Puts YellowPages.com's Network Distribution Reach to Almost 17 Million Unique Consumers* for Local Advertisers


PASADENA, Calif. and BELLEVUE, Wash., May 26 /PRNewswire/ -- YellowPages.com, a joint venture between SBC Communications (NYSE: SBC - News) and BellSouth (NYSE: BLS - News), and Switchboard, a wholly-owned subsidiary of InfoSpace, Inc. (Nasdaq: INSP - News), today announced a distribution agreement to feature YellowPages.com, SBC SMARTpages.com and BellSouth RealPages.com advertisers on the Switchboard® online directory network ( www.switchboard.com ). Advertisers will receive priority distribution in the Switchboard.com search results and exposure to Switchboard's more than six million unique users across all 50 states.
ADVERTISEMENT


"Our relationship with Switchboard brings significant value and benefit to our advertisers. With this agreement, YellowPages.com continues to focus on its goal to connect consumers with businesses. Switchboard helps YellowPages.com provide the highest quality audience and greatest reach," said Charles Stubbs, president and CEO of YellowPages.com. "The YellowPages.com network is now one of the greatest providers of Internet Yellow Pages exposure available to advertisers with just a single purchase. This is a direct benefit to advertisers on our three sites -- YellowPages.com, SMARTpages.com and RealPages.com. We believe YellowPages.com and its network sites provide the best online advertising solutions for local advertisers. And we are doing just that -- helping to make their phones ring more often and directing buyers to their doors and Websites."

InfoSpace ranks as one of the premier online directory service providers on the Internet. InfoSpace's Switchboard platform offers users local merchant listings and information from more partners than any other online directory. Wherever relevant, these listings will appear in addition to YellowPages.com's local advertisers, giving Switchboard users increased access to relevant local businesses and services in their area.

"This agreement emphasizes the increasing value of online directory traffic," said Brian McManus, executive vice president, Search and Directory at InfoSpace, Inc. "We are now able to offer our consumers a better, more relevant online experience by providing YellowPages.com's rich and robust content through Switchboard's premiere technology and broad distribution network."

About YellowPages.com

YellowPages.com LLC is a joint venture operation of SBC Yellow Pages and BellSouth Advertising and Publishing Corporation. Formed in late 2004, the company currently operates three leading Internet Yellow Pages sites -- SMARTpages.com, RealPages.com and YellowPages.com. The YellowPages.com distribution network provides exposure to more than 70 million monthly consumer business searches. In late 2005, the three sites will merge to form a premier Internet Yellow Pages site at the URL www.yellowpages.com . SMARTpages.com local advertising is sold by SBC Yellow Pages. RealPages.com local advertising is sold by BellSouth Advertising and Publishing Corporation.

About InfoSpace, Inc.

InfoSpace, Inc. (Nasdaq: INSP - News) is a leader in private-label search, online directory and mobile entertainment. InfoSpace consists of two divisions - Search & Directory and Mobile. The Search & Directory division uses its unique metasearch technology to power a portfolio of branded Web sites and provide private-label search and online directory services. As part of the Search & Directory network, Switchboard ( www.switchboard.com ) is a leading provider of Internet-based yellow pages and white pages that helps consumers by providing a fast, easy solution to finding businesses and people nationwide, and connects consumers with merchants through interactive and innovative directory technology. InfoSpace Mobile is a global provider and publisher of wireless content, including ring tones, games, graphics and more, as well as infrastructure solutions that help customers build stronger brands and generate revenue. InfoSpace Mobile distributes its applications through mobile operators, including Cingular Wireless, T-Mobile, Verizon Wireless, Nextel, Sprint, Virgin Mobile, Vodafone, O2, Orange, 3, TIM and Telefonica Moviles. More information can be found at www.infospaceinc.com .

This release contains forward-looking statements regarding InfoSpace's Search & Directory business including its online directory services and its distribution agreement with YellowPages.com. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. Factors that could affect InfoSpace's actual results include actual performance under the YellowPages.com agreement, the progress and costs of the development of our products and services, and the timing and extent of market acceptance of those products and services. A more detailed description of certain factors that could affect actual results include, but are not limited to, those discussed in InfoSpace's most recent Annual Report on Form 10-K and quarterly reports on form 10-Q as filed from time to time, in the section entitled "Factors Affecting Our Operating Results, Business Prospects and Market Price of Stock." Readers are cautioned not to place undue reliance on these forward- looking statements, which speak only as of the date of this release. InfoSpace undertakes no obligation to update publicly any forward-looking statements to reflect new information, events or circumstances after the date of this release or to reflect the occurrence of unanticipated events.

* comScore Media Metrix, April 2005 US data




--------------------------------------------------------------------------------
Source: YellowPages.com

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Ask Jeeves and InfoSpace Enter Agreement to Support Excite.com
Friday May 20, 7:00 am ET

OAKLAND, Calif., May 20 /PRNewswire-FirstCall/ -- Ask Jeeves, Inc.® (Nasdaq: ASKJ - News), a leading provider of information retrieval technologies, brands and Internet advertising services, and InfoSpace, Inc. (Nasdaq: INSP - News), a leader in private-label search, online directory and mobile entertainment and information, today announced that they have entered into an agreement to mutually support the search and portal functions at Excite.com. The agreement is part of a comprehensive settlement of litigation involving the site. Under the terms of the agreement, both Ask Jeeves and InfoSpace will share marketing costs and revenue from the Excite.com Web search function.

ADVERTISEMENT
"We look forward to working with InfoSpace to enhance the search experience on Excite, now that our interests are aligned," said Steve Berkowitz, CEO of Ask Jeeves, Inc. "Both companies are now in a position to benefit from growing Excite usage and we expect this will translate into great benefits to Excite users."

"We are pleased to be working with Ask Jeeves to promote search on Excite. Leveraging the strengths of the portal and the search box makes sense for both companies and will allow us to grow traffic and revenues," said Jim Voelker, chairman and CEO of InfoSpace.

A property of Ask Jeeves, Inc., Excite is one of the top brands on the Internet, with an aided awareness of more than 70% (Keynote, May 2004). Excite features one of the Internet's most personalized portals, including a customizable start page, useful search tools, a popular Webmail platform and robust content and resources from over 100 leading providers.

Neither company expects this settlement to have a material financial impact.

Cautionary Note regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation reform Act of 1995. These forward-looking statements include statements regarding the Excite portal, the agreement between Ask Jeeves and InfoSpace regarding the Excite portal, and other statements regarding future features, functionality and anticipated benefits of the respective product and service offerings of Ask Jeeves and InfoSpace. Forward-looking statements are not guarantees of future performance, and actual results, developments or events may differ materially from those referenced in forward-looking statements. Factors that may cause each of Ask Jeeves' and InfoSpace's respective actual results, developments or events to differ from the related forward-looking statements include actual performance under the agreement by Ask Jeeves and InfoSpace, the progress made and the costs incurred by each of the companies with respect to the development of their respective products and services and the timing of market acceptance of those products and services. A more detailed description of certain factors that could affect each of Ask Jeeves' and InfoSpace's respective actual results include, but are not limited to, those discussed in the risk factors described in Ask Jeeves' Annual Report on Form 10-K for the year ended December 31, 2004 and InfoSpace's Annual Report on Form 10-K for the year ended December 31, 2004, respectively, and the respective subsequently filed Form 10-Qs and other public filings made with the SEC, all of which are available without charge at www.sec.gov. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this release. Neither Ask Jeeves nor InfoSpace undertakes any obligation to update forward-looking statements to reflect future events, circumstances, information or developments.

About Ask Jeeves, Inc.

As the 6th largest global web property (ComScore Media Metrix, March 2005), Ask Jeeves Inc. delivers world-class information retrieval products through a diverse portfolio of Web sites, portals and downloadable applications. Ask Jeeves' search and search-based portal brands include: Ask Jeeves (Ask.com, Ask.co.uk and es.Ask.com), the Ask Jeeves Japan joint venture (Ask.jp), Ask Jeeves for Kids (AJKids.com), Bloglines (bloglines.com), Excite (excite.com), iWon (iwon.com), My Way (myway.com) and Fun Web Products (funwebproducts.com). Additionally, Ask Jeeves owns the differentiated search technology Teoma, as well as natural language processing, portal and ad- serving technologies. Ask Jeeves generates revenue from advertisers seeking to reach the company's broad-based online audience. Founded in 1996, Ask Jeeves has been a publicly traded company on the Nasdaq National Market since July 1999. Its headquarters are located in Oakland, California, with offices throughout the United States, as well as in Europe and Asia. For more information, visit http://www.Ask.com or call 510-985-7400.

NOTE: Ask Jeeves, AJinteractive, Ask.com, Teoma, My Way, My Search, My Web Search, iWon, Excite and Bloglines are trademarks or registered trademarks of Ask Jeeves, Inc.

About InfoSpace

InfoSpace, Inc. is a leader in private-label search, online directory and mobile entertainment. InfoSpace consists of two divisions -- Search & Directory and Mobile. The Search and Directory division uses its unique metasearch technology to power a portfolio of branded Web sites and provide private-label search and online directory services. InfoSpace Mobile is a global provider and publisher of wireless content, including ringtones, games, graphics and more, as well as infrastructure solutions that help customers build stronger brands and generate revenue. InfoSpace Mobile distributes its applications through mobile operators, including Cingular Wireless, T-Mobile, Verizon Wireless, Nextel, Sprint, Virgin Mobile, Vodafone, O2, Orange, 3, TIM and Telefonica Moviles. More information can be found at www.infospaceinc.com.

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blogs blogs blogs and infospace
http://www.technorati.com/cosmos/search.html?rank=&url=infospace

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same search..on..engines..deliver "wildly differing" outcomes,
http://www.dmnews.com/cgi-bin/artprevbot.cgi?article_id=32770
Dogpile Redesign Emphasizes Metasearch
May 12, 2005

By: Christine Blank
Contributing Editor


Metasearch engine Dogpile.com redesigned its site, letting users compare results across search engines, and is emphasizing the importance of metasearch to Web users.

The Bellevue, WA, company also plans to increase online marketing spending this year to promote that consumers can search several engines simultaneously.

In its surveys, consumers think metasearch is a great idea but most don't know where to find it, said Brian Bowman, vice president of marketing and product management for InfoSpace Search & Directory.

"The challenge is getting the awareness," he said. "Most were not aware of metasearch."

Last month, Dogpile parent company InfoSpace Inc. signed a two-year deal to add results from MSN Search to Dogpile's metasearch offering. Later this year, Dogpile.com will become the only metasearch site that compiles results from all four leading search engines.

Dogpile simultaneously released the results of its new study showing that there is only a 3 percent overlap among the results returned on the first pages by Google, Yahoo and Ask Jeeves.

Those results prove that entering the same search term on the most popular engines will deliver "wildly differing" outcomes, Dogpile said, resulting in substantial amounts of missing information. This means that for the vast majority of searches conducted on these sites, users won't see results that are deemed highly relevant by the other sites, according to the company.

Conducted in collaboration with researchers from the University of Pittsburgh and Pennsylvania State University, the results "contradict the notion that search engines are alike and that searching one engine is the same as searching them all," said Jim Jansen, assistant professor at the School of Information Sciences and Technology, Pennsylvania State University.

In its additions to the site, Dogpile set up a chart that lets users see the extent to which the first page of results for any single keyword differs among the top three engines: Google, Yahoo and Ask Jeeves.

"It flies in the face of conventional wisdom, that if you use one search engine, you're good enough," Bowman said. "No single company can keep the Web updated all the time."

In Dogpile's comparison view, its search results are displayed on the left, while those from Google -- or the engine the user chooses -- are displayed on the right.

Christine Blank covers online marketing and advertising, including e-mail marketing and paid search, for DM News and DMNews.com. To keep up with the latest developments in these areas, subscribe to our daily and weekly e-mail newsletters by visiting www.dmnews.com/newsletters

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InfoSpace Brings 3D Mobile Gaming to 2D Handset Users
Wednesday May 11, 8:01 am ET
New Simulation Technology Gives 2D Handsets Rich 3D Gaming Experience

BELLEVUE, Wash.--(BUSINESS WIRE)--May 11, 2005--InfoSpace Inc. (Nasdaq:INSP - News), a leading provider of mobile entertainment, today introduced the Virtual 3D Simulator, a cutting-edge mobile engine that brings a rich 3D game experience to 2D handsets. Now, mobile consumers using 2D handsets will have 3D game experiences, previously unavailable to the vast majority of mobile consumers.

"Mobile users love the rich experience of the latest 3D games, but currently only a small percentage of high-end handsets are capable of supporting 3D mobile games," said Steven Hoffman, executive producer at InfoSpace's Atlas Studio. "The Virtual 3D Simulator closes the handset gap and makes it possible for the majority of consumers with 2D handsets to enjoy the benefits of playing 3D quality games."

With the increase in consumer use of mobile games, consumers are looking for new capabilities and options that will elevate their gaming experience to the next level. InfoSpace's Virtual 3D Simulator helps answer this need by making available eye-catching effects of 3D graphics to millions of 2D handsets.

InfoSpace's Virtual 3D Simulator technology utilizes precise 3D physical models for the playing environment rendered in realistic detail by state-of-the-art software and stored as 2D artwork. InfoSpace's proprietary 3D physics and graphics engines then animate models in real-time, mixing dynamically-generated imagery with pre-rendered graphics. The result is a 2D game that gives the user a 3D mobile gaming experience.

InfoSpace is currently developing action/arcade games, which utilize the Virtual 3D Simulator technology. The first of these games will be available this summer.

About InfoSpace Inc.

InfoSpace, Inc. (NASDAQ:INSP - News) is a leader in private-label search, online directory and mobile entertainment. InfoSpace consists of two divisions -- Search & Directory and Mobile. The Search and Directory division uses our unique metasearch technology to power a portfolio of branded Web sites and provide private-label search and online directory services. InfoSpace Mobile is a global provider and publisher of wireless content, including ringtones, games, graphics and more, as well as infrastructure solutions that help customers build stronger brands and generate revenue. InfoSpace Mobile distributes its applications through mobile operators, including Cingular Wireless, T-Mobile, Verizon Wireless, Nextel, Sprint, Virgin Mobile, Vodafone, 02, Orange, 3, TIM and Telefonica Moviles. More information can be found at http://www.infospaceinc.com.

This release contains forward-looking statements regarding the Company's mobile games business and its Virtual 3D simulator technology. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. Factors that could affect InfoSpace's actual results include the progress and development of the proposed Virtual 3D simulator and the extent of consumer adoption of games utilizing the Virtual 3D simulator. A more detailed description of certain factors that could affect actual results include, but are not limited to, those discussed in InfoSpace's most recent Quarterly Report on Form 10-Q, in the section entitled "Factors Affecting Our Operating Results, Business Prospects and Market Price of Stock." Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this release. InfoSpace undertakes no obligation to update publicly any forward-looking statements to reflect new information, events or circumstances after the date of this release or to reflect the occurrence of unanticipated events.
Contact:

Access Communications for InfoSpace
Media Contact - US
Chris Loncto, 917-522-3524
[e-mail]
or
Barrington Harvey for InfoSpace
Media Contact - UK
Heather Wilkins or Deborah Coster, 01462 456780
[e-mail] or [e-mail]
or
Between Us! for InfoSpace
Media Contact - Germany
Dieter Marchsreiter, 089-4545-7813
Mobil: 0172-9695560
[e-mail]

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InfoSpace to Present at the Piper Jaffray Technology Conference

    Piper Jaffray Technology Conference

SEATTLE--(BUSINESS WIRE)--May 6, 2005--InfoSpace, Inc. (Nasdaq:INSP) today announced that David Rostov, chief financial officer, will be presenting at the Piper Jaffray Technology Conference on Wednesday, May 11, 2005, at 10:15 a.m. EST at the Palace Hotel in New York, NY. A live audio webcast of the presentation will be available under the Events tab in the Investor Relations section of the InfoSpace corporate Website at www.infospaceinc.com.

About InfoSpace, Inc.

InfoSpace, Inc. (Nasdaq:INSP) is a leader in private-label search, online directory and mobile entertainment. InfoSpace consists of two divisions -- Search & Directory and Mobile. The Search & Directory division uses its unique metasearch technology to power a portfolio of branded Web sites and provide private-label search and online directory services. InfoSpace Mobile is a global provider and publisher of wireless content, including ringtones, games, graphics and more, as well as infrastructure solutions that help customers build stronger brands and generate revenue. InfoSpace Mobile distributes its applications through mobile operators, including Cingular Wireless, T-Mobile, Verizon Wireless, Nextel, Sprint, Virgin Mobile, Vodafone, O2, Orange, 3, TIM and Telefonica Moviles. More information can be found at www.infospaceinc.com.

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recap Qtr results:
Interesting article

InfoSpace Q1 Call Recap

Friday, April 29, 2005

After trading down -20% in after hours yesterday after delivering lower than expected Q2 guidance and a lighter than expected Q1, Infospace (INSP - 9,9,9) shares have declined further in regular trading today. As of this writing, INSP is off -25% to $33.50 per share.

INSP is a holding in the Long Term Growth portfolio as well as one of our four new "Riding The Online Search Boom Stocks." While we readily admitted in our recap of INSP's results yesterday evening that the company's Q1 performance and Q2 outlook (guiding for revenue down -2% to -5% sequentially) was underwhelming, we also said that we thought the market was overreacting to the news. INSP indeed reiterated its full year guidance, which was also not what the bulls wanted (they wanted a guidance hike), but it was hardly the end of the world either.

We spent this morning reviewing INSP's call from yesterday evening and have provided the highlights of the call and our bottom line current thoughts on the stock below.


For a quick refresher, INSP posted Q1 revenue of $87 million, up 81% year-over-year and 9% sequentially, while operating income came in at $16.6 million or 45 cents per share (8 cents better than expected). EBITDA of $21.9 million was up 174% from a year ago, but the EBITDA margin of 25% was down from an all-time high of 27% in Q4. INSP added $62 million in cash to its balance sheet during Q1.


By unit, Search & Directory represented 55% of total revenue at $48 million (up 44%) and Mobile was $39.1 million in revenue (up 163%) or 45% of total revenue. The smaller and faster growing Mobile unit is increasingly becoming a larger part of INSP's total revenue pie. Mobile is expected to account for at least 47% of total revenue for full year 2005 taking INSP's guidance at the mid points.


One interesting datapoint shared on the call was that only 12% of the 180 million wireless subscribers in North America have phones capable of downloading ringtones and graphics at this point. This compares to about 40% penetration in Western Europe, and shows the significant growth upside that is still ahead for industry players.


Focusing specifically on the Search unit, which we said posted weaker sequential results than the top tier paid search names, search prices declined 2% sequentially. This was partly offset by a 1% increase in paid volumes. INSP saw double digit growth in queries, which was offset by a "normal seasonal decline in click through rates".


Later in the call, INSP said that it was looking at better ways to monetize the traffic of its Directory business and that it was putting a number of steps in place that should benefit Directory in the second half of the year. INSP also said that it saw "mid single digit" volume growth in its Search unit, which suggests that it was the Directory side of INSP's Search & Directory unit that pulled down its results.


As for Mobile, most questions on the call didn't focus on the good growth and margin improvement that this unit posted in Q1, but why INSP was cautious about Q2. INSP said that it was "anticipating" seasonality in its wireless business due to a slowdown in new handset sales in Q2 compared to Q4 and Q1 (spillover from the holidays i.e. Q4). The company also noted that there has been an -11% decline in music industry sales year-to-date and that it expects stronger growth in the second half of the year due to new phone sales, new music sales, and more usage.


Analysts weren't able to peg down if INSP was already seeing some "softness" in its Mobile unit or if INSP was simply anticipating this. There were also questions about INSP's important relationship with Cingular on the Mobile side, and INSP claimed that they weren't losing any market share. INSP CEO Jim Voelker said during the call "we (INSP) are a conservative group here". I think the reality of Q2 is that INSP is being cautious and conservative with its guidance, as usual, combined with some potential market share slippage in INSP's Mobile unit and some bumps and higher spending being made on the Directory side of the house.


INSP said that Q2 was traditionally its "slowest" quarter for Search, due to decreasing Internet usage going into the summer and reduced ad spending. INSP did admit that it would like to have greater international search exposure, which was a strong, fast growing contributor to both Yahoo!'s (YHOO) and Google's (GOOG) latest results. INSP could make an international search acquisition of some sort, although the company increasingly seems focused on running Search & Directory as a "cash cow" business and making bolt-on acquisitions for its Mobile biz.


Margin wise, INSP re-iterated that it expects the Search & Directory segment margin to be in the low 40% range and for Mobile margins in the mid 20% range.


Finally, Voelker said that when the company feels that it can no longer deploy its cash to grow the business directly, it would "look at alternatives such as buybacks." INSP is sitting on roughly $10 per share in cash with no debt, and as we've said many times before, management has a good track record of making accretive and strategically sound acquisitions. With $384 million in cash on hand, there are lots of different ways for INSP's management to create additional value and help support the stock.

After reviewing the call this morning, I feel the same about INSP as I did yesterday after digging into its results and seeing how badly the market had thrashed the stock. While the short-term momentum in the stock clearly has been broken and investor confidence in the name won't be repaired over night, I'd certainly rather be a buyer than a seller of INSP down around the $33 to $34 level. INSP will have to work harder in the back half of the year to deliver on its full year guidance, but I don't think this guidance is at risk. Again, taking the low end of INSP's guidance of $1.75, this suggests fully taxed EPS of around $1.15, which means INSP is now trading for just ~20x earnings ex-cash.

While it's certainly an unpopular view right now, I still think our low end fair value target of $45-$50 is achievable this year, while the downside looks like around the $30 level.

With today's thrashing, our weighting in INSP has declined to 3.4% in the Long Term Growth portfolio. We made our most recent purchase of INSP at the $40.49 level in mid January. We've had a very successful multi year run with INSP having first bought the name a few years ago at a split-adjusted sub $5 level and finally selling out of it last fall at $55.

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One Day Wonder?
One-Day Wonder
InfoSpace Invaders

By Lawrence Carrel Published: April 27, 2005
StockCompare

InfoSpace, Inc. (INSP)

Share price as of Tuesday's close: $44.99
Share price now: $32.70
Change: -27.3%
Volume: 18.4 million shares, daily average 1.4 million shares
Last time this low: July 28, 2004
52-week high: $57.92
52-week low: $26.50
Forward P/E before news: 24.5 (based on $1.84 a share)
Forward P/E after news: 17.0 (based on $1.92 a share)

--------------

INFOSPACE (INSP) PROBABLY wishes its stock was unlisted right about now.
Shares of the provider of online yellow pages sank 27% to $32.70 Wednesday after InfoSpace warned that second-quarter earnings will come in sharply below Wall Street's forecasts. This despite first-quarter profits that tripled year-over-year and sales that nearly doubled. The Bellevue, Wash., company, which also sells games and ringtones for mobile phones, blamed its weak outlook on a seasonal slowdown.

"What they said, which I don't buy, is seasonal weakness," says Sasa Zorovic, an analyst at New York investment bank Oppenheimer & Co. "That much weakness cannot be explained just by seasonality. On the mobile side, the games aren't picking up as quickly as they thought. It's seeing considerably slower growth that what we were anticipating." (Zorovic doesn't own shares of InfoSpace; Oppenheimer & Co. doesn't have an investment-banking relationship with the company.)

For the second quarter, InfoSpace said late Tuesday that it expects to post net income between $13.5 million, or 36 cents a share, and $15.0 million, or 39 cents, on revenues ranging from $83 million and $85 million. That's a far cry from Thomson First Call's 42-cent consensus estimate. Adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) will be between $17.5 million and $19.0 million. A year earlier, the company earned $13.5 million, or 37 cents a share, on sales of $54.4 million.

Though the short-term guidance was disappointing, InfoSpace did reiterate the full-year forecast it gave in January. For 2005, the company expects earnings between $67 million, or $1.75 a share, and $75 million, or $1.95, on revenue of $375 million to $395 million. Of those sales, $200 million to $210 million will come from search and directory revenue, and $175 million to $185 million from mobile revenue. First Call is looking for $1.85 a share. Adjusted Ebitda will be between $92 million and $100 million.

"Reiterating the full year seems it will be very back-end loaded, and it doesn't seem that the third quarter will be much different from the second," says Jason Willey, an analyst at Moors & Cabot Capital Markets, a Boston investment bank. "We think there's obviously something a bit deeper going on in the mobile business." (Willey doesn't own shares of InfoSpace; Moors & Cabot Capital Markets doesn't have an investment-banking relationship with the company.)

Jordan Rohan agrees. "The drop in search makes sense — it is seasonal," says the analyst at RBC Capital Markets, a New York investment bank. "But it was shocking on the ringtone side." (Rohan doesn't own shares of InfoSpace; RBC Capital Markets doesn't have an investment-banking relationship with the company.)

InfoSpace's search business includes private-label search engines, metasearch engines such as webcrawler.com and dogpile.com, and online telephone and other directories. Its mobile business provides ringtones, games and other wireless content to cellphone companies including Verizon Wireless, Nextel Communications (NXTL) and Sprint (FON).

Willey, of Moors & Cabot, thinks the mobile business might be suffering from customer-specific issues, such as the renegotiating of contract terms, or competitors stealing market share. At this point, however, management insists the problem is seasonal in nature. InfoSpace bought its mobile business in November 2003.

"Since that time we have seen tremendous growth," says InfoSpace spokeswoman Amina Suchoski. "The mobile business is a little over a year old and our download business is largely ringtones, which is a music-driven business. We are looking at how closely do we follow music trends and retail trends, and how does that impact the business. If the biggest hits in the first quarter sell less than the third quarter, that will affect our business."

With just a few quarters under its belt, Willey says there's not enough history to judge whether the company's take is accurate. While it's true that the handset business in general is strongest in the first and fourth quarters, he says no one on Wall Street expected demand for ringtones to follow the same pattern.

"We think [the ringtone business] shouldn't be affected by [seasonality]," says Willey. "It's still a growth market, and the company should work through the seasonality through market expansion. It's so early in the market that a company should grow right through it. And that's what makes us believe there are deeper issues."

Suchoski, the InfoSpace spokeswoman, says handset shipments and promotions should pick up in the second half of the year, which should prompt cellphone users to download more ringtones and other wireless content.

InfoSpace's second-quarter forecast was all the more surprising coming on the heels of a very strong first quarter. For the three months ended March 31, InfoSpace posted a profit of $93.9 million, or $2.52 a share, compared with $36.7 million, or $1.03, for the year-ago quarter. Excluding a $77.3 million gain from a litigation settlement, income from continuing operations was $16.6 million, or 45 cents a share, more than tripling the $5.4 million, or 15 cents, earned in the quarter last year. First Call expected earnings of 37 cents.

Revenues surged 81% to $87.0 million. Search revenues leapt 44% to $48.0 million as total paid searches grew 20% year-over-year and average revenue per paid search increased 13%. Mobile revenue soared 163% to $39.1 million on growth in its media download business and European mobile game sales. Adjusted Ebitda surged 174% in the quarter to $21.9 million.

Quote:
"The ringtone business should be too immature to show seasonality, and the company claimed it showed seasonality," says RBC Capital Markets' Rohan. "This is another example of a hyper-growth business where the metrics are not well-understood by investors. And as such, it is very risky."

[rudy-carter]

Haircut - cometh - down $10
http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&gui...

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LOS ANGELES (MarketWatch) - Shares of InfoSpace sank as much as 27% Wednesday as investors expressed their disappointment with the company's outlook for the second quarter, despite a surge in profit and revenue for the just-ended period.








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Shares (INSP: news, chart, profile) sank $11.70 to $33.29 on heavy volume, in recent trading. The shares have ranged from $26.50 to $57.92 over the past 52 weeks.

After Tuesday's closing bell, the Bellevue, Wash., provider of telephone directory information on the Internet warned that in the current second quarter, it's forecasting a profit ranging from $13.5 million, or 36 cents a share, to $15 million, or 39 cents a share. It put revenue at $83 million to $85 million. On average, analysts had been looking for earnings of 42 cents a share on revenue of $91.7 million.

InfoSpace said the seasonal slowdown in overall search activity and a slowdown in mobile handset sales, and limited promotions by mobile phone carriers, are affecting its business in the second quarter.

Many analysts suggested in their notes to clients that InfoSpace's lack of exposure overseas and increased competition are also weighing on its business.

"Search is seasonally weak in the second quarter," wrote Stewart Barry, an analyst at ThinkEquity. "However, we feel it's apparent that InfoSpace's lack of international exposure is diminishing its upside in the search and that the mobile business, while full of potential is working through growing pains as it faces a more competitive market."

InfoSpace gave its outlook at the same time it reported a first-quarter profit of $93.4 million, or $2.52 per share, up from $36.7 million, or $1.16 a share, a year earlier. Revenue for the three-month period that ended on March 31 climbed 81% to $87 million from $48.1 million a year ago.

Excluding the settlement gain, the company's profit from continuing operations would have nearly tripled to $16.6 million, or 45 cents a share, from $5.4 million, or 15 cents a share, in the comparable period of last year. On average, Wall Street analysts had forecast a profit of 37 cents a share before items on revenue of $86 million, according to a Thomson First Call survey.



For the year, the company, which also provides private-label Web search and mobile entertainment services, predicted a profit of between $67 million and $75 million. On a per-share basis, it predicted a profit of $1.75 to $1.95 a share, on revenue of $375 million to $395 million.

The current average of analysts' estimates puts the company's 2005 profit at $1.85 a share on revenue of $387.5 million.

Into search

InfoSpace derives 45% of its sales from its search and directory business. InfoSpace saw sales from this business rise 2% sequentially to $47.9 million. This quarter-over-quarter growth rate compares to 22% sequential growth at Google (GOOG: news, chart, profile) and 10-plus percent estimated growth for Yahoo's (YHOO: news, chart, profile) paid-search business.

Analysts are concerned that InfoSpace's search business is losing market share. Indeed, in March, InfoSpace's search Web sites saw a decline of 8% in unique visitors to its property of Web sites compared to an overall rise in traffic to search sites in that month, according to ComScore Networks. InfoSpace's Excite Web Search property saw traffic plunge 50%.

In the second quarter, analysts expect InfoSpace to generate sales of $45.4 million in search and directory sales, down 5% sequentially, in what is to be a strong period for the paid-search business.

InfoSpace did suggest to investors that it plans on growing its search business internationally to capitalize on the growth in international paid search.

Into mobile

InfoSpace's mobile business generated $39.1 million in the first quarter. That's up 163% from last year, and up 20% from the fourth quarter.

But second-quarter sales are expected to grow only 3% sequentially, a marked slowdown that has investors worried InfoSpace won't meet its objectives this year.

InfoSpace's mobile business has grown 20% sequentially in the five past quarters, and in the second quarter, it's estimated grow 3% sequentially, noted ThinkEquity's Barry.

First Albany lowered its rating on the company to "neutral" before the opening bell, citing a lack of confidence in InfoSpace's ability to hit its financial targets for the full year.


Michael Paige is a reporter for MarketWatch in Los Angeles.
Bambi Francisco is Internet editor for MarketWatch in San Francisco.

[rudy-carter]

on Yahoo Datman posted this ipod killer !!!!
http://biz.yahoo.com/special/ipodkillers05.html

[rudy-carter]

INSP Blog -
http://inspblog.blogspot.com/2005/04/infospace-has-highest-rating.html

[rudy-carter]

Metasearch -is king
http://searchenginewatch.com/links/article.php/2156241

[rudy-carter]

Released Music - not on CD or downloadable to PC/MP3 - but to your cell phone:
http://seattletimes.nwsource.com/html/artsentertainment/2002239727_ringtone13.html

[rudy-carter]

yes I saw it - but that company is only mining data -like many in its field - IBM, EDS do the same for their customers - the company is not search as we know it on the web - it is SQL programmers doing queries for unique customers.

[rudy-carter]

FindProfit.com Releases Special Report: `Riding The Online Search Boom - 4 Must-Own Stocks'
Thursday April 7, 12:45 pm ET


PRINCETON, N.J., April 7 /PRNewswire/ -- FindProfit (http://www.findprofit.com), an investment service that delivered a +18% average return in 2004 and +67% audited return in 2003, announced today that it has provided to trial and paid subscribers, "Riding The Online Search Boom - 4 Must-Own Stocks." The report includes coverage of a number of stocks, including Google (Nasdaq: GOOG - News), InfoSpace (Nasdaq: INSP - News), InterActiveCorp (Nasdaq: IACI - News) and Yahoo! (Nasdaq: YHOO - News).
ADVERTISEMENT


"Riding The Online Search Boom - 4 Must-Own Stocks," investigates investment opportunities in the online search and advertising space, focusing on companies that are poised to continue to ride the still powerful secular online search boom.

Stocks featured in FindProfit.com's previous special report, "Profiting from the Energy Squeeze: 5 Must-Own Stocks for the Next Phase of the Energy Bull Run," have risen an average of 59% since the report was published in August 2004.

FindProfit's "Riding The Online Search Boom - 4 Must-Own Stocks" examines the strengths, weaknesses, opportunities and threats of various companies, and investigates, among others, the following questions:

-- Why the sector is not necessarily a "winner take all" market that will be dominated by major players such as Google.

-- How InfoSpace has re-invented its business and is positioned to grow both online and wirelessly.

-- What bargain opportunities are lurking as the sector continues to consolidate.

-- What technology company is well positioned to serve as an "arms dealer" in this growing competitive battle.

[rudy-carter]

Smart Money??
http://yahoo.smartmoney.com/stockscreen/index.cfm?story=20050331intro&afl=yahoo&pgnum=2

==============================================

[rudy-carter]

INSP - Interesting link:
http://messages.yahoo.com/bbs?.mm=FN&action=m&board=15293324&tid=insp&sid=15293324&a...

and this:
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=15293324&tid=insp&sid=15...

Yet again. The scarry part for the shorts is this is with internal growth only. the games divison has contributed little so far but will be a HUGE factor going foward as the existing 3 game librariers are redeployed amongst all of INSP's carrier contacts...ie Atlas on Vodaphone and Elk and IOMO will surly be coming to verizon and cingular, tmobil, virgin mobil...INSP has yet to spend any of there 410 Million cash horde YET...When they do...it will only add to growth... the $400 Rev and $2.00 earnnings targets for 2005 are now 3 months closer...The price is looking ever more inviting and the Askj takerover..puts us in PLAY...The JP Morgan upgrade puts presure on he other Analysts..ie Scott..to follow suit B-4 the blow out earnings report...

[rudy-carter]

Expanded reach - new services for switchboard.com
http://www.prweb.com/releases/2005/3/prweb223407.htm

[rudy-carter]

If you bought and held since you made this post - you would of been up about $29 per share. LOL

[STEVEN_D]

Clare I'm glad someone is holding down the fort.
I'll try and visit now and then.

[rudy-carter]

received 83 million $$$$$
March 28, 2005 06:15 AMÂ US Eastern Timezone

Settlement Proceeds Received under Settlement Agreement in InfoSpace Derivative Case, Section 16b Case, and Certain Related Cases Brought by the Jains

BELLEVUE, Wash.--(BUSINESS WIRE)--March 28, 2005--InfoSpace, Inc. (Nasdaq:INSP) today announced that final settlement has been obtained and settlement proceeds of approximately $83 million plus accrued interest have been received by the company pursuant to the combined Settlement Agreement described in its release dated December 23, 2004, and reprinted below. The combined Settlement Agreement had previously been granted approval by the King County Superior Court (Washington) and the United States District Court for the Western District of Washington.

About InfoSpace, Inc.

InfoSpace, Inc. (Nasdaq:INSP) is a diversified technology and services company that develops Internet and wireless solutions for a wide range of customers. InfoSpace Search & Directory provides Web search and online directory products that help users find the information they need while creating opportunities for merchants. InfoSpace Mobile provides content and applications that enable mobile operators and content providers to efficiently develop and deliver mobile data services across multiple devices. More information can be found at http://www.infospaceinc.com/.

REPRINT of InfoSpace, Inc. December 23, 2004 Press Release

Settlement Agreement Reached in InfoSpace Derivative Case, Section 16(b) Case, and Certain Related Cases Brought by the Jains

BELLEVUE, Wash.--December 23, 2004--InfoSpace, Inc. (Nasdaq:INSP) today announced that a combined Settlement Agreement has been reached in the Dreiling v. Jain, et al. derivative lawsuit pending in King County Superior Court (Washington), the Dreiling v. Jain, et. al. Section 16(b) case pending on appeal before the United States Court of Appeals for the Ninth Circuit, and certain other lawsuits involving the Company. The Settlement Agreement, if approved, contemplates (among other consideration) a cash payment to the

[rudy-carter]

Ads and wireless - make these takeover targets
http://biz.yahoo.com/bizwk/050325/b3927042mz011_1.html

[rudy-carter]

Ringtone Revenue set to explode
http://www.wirelessweek.com/index.asp?layout=document&doc_id=1340003951&verticalID=34&ve...

[rudy-carter]

Only GOOD Stuff !!!!!!!
http://seattletimes.nwsource.com/html/businesstechnology/2002200296_dotcon3today08.html?syndication=...

[rudy-carter]

Ya-Hoo Mobile creeping in on us???
http://www.fool.com/News/mft/2005/mft05030710.htm?source=eptyholnk303100&logvisit=y&npu=y

[rudy-carter]

OT - bought GRU also - me thinks getting answers instead of just posting links is a huge gain over goog, yhoo and the like - holding INSP, GRU for the long haul.

[rudy-carter]

INSP Games POWERHOUSE!!!!!!!!!!!!!!!

http://biz.yahoo.com/bw/050214/145559_1.html

[rudy-carter]

Jain and related Court Cases Settled
=====================================
12/23/04. Settlement Agreement Reached in InfoSpace Derivative Case, Section 16b Case, and Certain Related Cases Brought by the Jains


23 December 2004, 6:52pm ET

BELLEVUE, Wash.--(BUSINESS WIRE)--Dec. 23, 2004--InfoSpace, Inc. (Nasdaq:INSP) today announced that a combined Settlement Agreement has been reached in the Dreiling v. Jain, et al. derivative lawsuit pending in King County Superior Court (Washington), the Dreiling v. Jain, et. al. Section 16(b) case pending on appeal before the United States Court of Appeals for the Ninth Circuit, and certain other lawsuits involving the Company. The Settlement Agreement, if approved, contemplates (among other consideration) a cash payment to the Company, net of plaintiff's counsel's fee and certain costs, of approximately $83 million, including insurance proceeds. The Settlement Agreement, if approved, also contemplates dismissal of the derivative and Section 16(b) lawsuits with prejudice, except that dismissal of derivative claims against one non-officer or director defendant will be without prejudice.

The derivative lawsuit was brought against a number of current and former directors and officers of the Company and other defendants by a private party shareholder on behalf of InfoSpace. The Section 16(b) lawsuit was brought against a former officer and director of the Company and other defendants by the same private party shareholder on behalf of InfoSpace. As such, the derivative and Section 16(b) lawsuits did not seek monetary damages from, or the imposition of remedies on, the Company. Subject to final approval by the King County Superior Court and the United States District Court for the Western District of Washington for the derivative lawsuit and the Section 16(b) lawsuit, respectively, settlement proceeds, net of plaintiff's counsel's fee and certain costs, will be paid to the Company pursuant to the terms of the Settlement Agreement.

The Settlement Agreement also resolves certain claims in the consolidated lawsuit captioned Jain v. Clarendon America Insurance Company, et al. pending in King County Superior Court. All claims brought by the Jains against the Company and its directors' and officers' liability insurance carriers in the consolidated Jain v. Clarendon lawsuit, and all claims brought by the Jains against the Company in the Jain v. InfoSpace, Inc. lawsuit (which is part of the consolidated Jain v. Clarendon lawsuit) are resolved under the Settlement Agreement. Alleged indemnity obligations of the Company with respect to other parties in the consolidated Jain v. Clarendon lawsuit are also addressed by the Settlement Agreement. Finally, the Settlement Agreement also resolves the InfoSpace, Inc. v. Jain, Intelius, Inc., et al. lawsuit, currently pending before the Washington State Court of Appeals.

Mentioned Last Change
INSP 47.27 0.15dollars or (0.31%)
The Settlement Agreement expressly states that each defendant in each of the resolved lawsuits, including the Company, denies liability. The Settlement Agreement was entered into for the sole purpose of resolving contested claims and disputes as well as avoiding the substantial costs, expenses and uncertainties associated with protracted and complex litigation. InfoSpace and the Special Litigation Committee of the Company's board of directors have determined that the proposed settlement is in the best interests of the Company and its stockholders. The Settlement Agreement and related paperwork will be on file with the King County Superior Court and the United States District Court for the Western District of Washington.

As stated, the Settlement Agreement is subject to and conditioned upon final approval by the King County Superior Court and the United States District Court for the Western District of Washington after public notice of the proposed settlement, and expiration of the time for appeal from any orders of the courts approving the settlement. There can be no assurance that the final settlement will be obtained.

About InfoSpace, Inc.

InfoSpace, Inc. (Nasdaq:INSP) is a diversified technology and services company that develops Internet and wireless solutions for a wide range of customers. InfoSpace Search & Directory provides Web search and online directory products that help users find the information they need while creating opportunities for merchants. InfoSpace Mobile provides content and applications that enable mobile operators and content providers to efficiently develop and deliver mobile data services across multiple devices. More information can be found at http://www.infospaceinc.com/ .

Forward-looking Statements

This release contains forward-looking statements regarding the litigation matters described in the body of the release and the proposed settlement agreement that are subject to certain risks and uncertainties and actual results may differ materially from those in the forward-looking statements. Factors that could affect actual results include conditions to completion of the settlement, many of which are outside of InfoSpace's control, and the inherent uncertainty of proposed settlements, litigation and appeals. These statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict. A more detailed description of certain factors that could affect InfoSpace's actual results include, but are not limited to, those discussed in InfoSpace's most recent Quarterly Report on Form 10-Q, in the section entitled "Factors Affecting Our Operating Results, Business Prospects and Market Price of Stock." Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this release. InfoSpace undertakes no obligation to update publicly any forward-looking statements to reflect new information, events or circumstances after the date of this release or to reflect the occurrence of unanticipated events.

CONTACT: InfoSpace, Inc.
Amina Suchoski, 425-201-8681, Office
206-229-0496, Mobile

[e-mail]

SOURCE: InfoSpace, Inc.
E-mail this story Print this story
InfoSpace, Inc. News
Settlement Agreement Reached in InfoSpace Derivative Case, Section 16b Case, and Certain Related Cases Brought by the Jains
23 December 2004, 6:52pm ET, BusinessWire

Zacks.com Announces That Jim Collins Highlights the Following Stocks: American Eagle Outfitters, American Science & Engineering, Alamosa Holdings, InfoSpace and Autodesk
22 December 2004, 06:00am ET, BusinessWire

Wedbush Morgan Securities (GPS, JILL, BBBY, INSP, ARDI, OO)
16 December 2004, 08:28am ET, JAGnotes

More INSP News

Computer Services News
Groups Debate Use of Digital Information
24 December 2004, 02:39am ET, AP Online

Settlement Agreement Reached in InfoSpace Derivative Case, Section 16b Case, and Certain Related Cases Brought by the Jains
23 December 2004, 6:52pm ET, BusinessWire

ESPEED INC FILES (4) (ESPD)
23 December 2004, 4:48pm ET, EDGAR Online

[rudy-carter]

Killer App - Games
http://biz.yahoo.com/fool/041222/1103733960_1.html

[rudy-carter]

Selloff OVERDONE - target $61 still solid company
http://moneycentral.msn.com/investor/invsub/advisor/advisor.asp?Symbol=insp

[rudy-carter]

Morgan Stanley Presentation Nov.2nd
http://customer.nvglb.com/MORG007/110104a_di/linkdefault.asp?entity=infospace
Great Listen - register

[rudy-carter]

Election 2004 - a review of election 2000?
http://money.cnn.com/2004/10/20/markets/election_uncertain/