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INTERNET INDUSTRY

INTERNET INDUSTRY. Presented By:. Melinda Ratzlaff. Scott Runyan. Maggie Norman. Christine Hiller. Aimee Halbach. Winter Thielen. B U S I N E S S C Y C L E. T-Bill Rate. UNEMPLOYMENT. United States Deficit $445,000,000,000. T A X E S. 1.735%. George W. Bush.

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INTERNET INDUSTRY

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  1. INTERNET INDUSTRY Presented By: Melinda Ratzlaff Scott Runyan Maggie Norman Christine Hiller Aimee Halbach Winter Thielen

  2. B U S I N E S S C Y C L E T-Bill Rate UNEMPLOYMENT United States Deficit $445,000,000,000 T A X E S 1.735% George W. Bush The internet is cyclical. Largest boom was in 1990, but the bubble has burst since then. 5.2% Consumer Sentiment Individual Consumers Have Become Key Customers For The PC Industry. There Is Recent Talk About Implementing A Consumption Tax. GDP $11,735 Billion Republican Whitehouse

  3. THE CYCLICAL INTERNET

  4. THE CYCLICAL INTERNET “An Industry Which Is Sensitive To Business Cycles And Whose Performance Is Tied To The Overall Economy”

  5. TREND TREND 2000-2002 THE TECHNOLOGY AGE 36% IN 2004 • Two Primary Factors: • Improving Company Fundamentals • More Favorable Macroeconomic Conditions

  6. United Kingdom16,948,986 Users Germany 20,930,295 Users IT’S AN INTERNATIONAL THING U.S. 119,260,663 Users Japan25,091,707 Users Italy16,948,628 Users

  7. HOW’S BUSINESS? VALUE LINE RANKING 11/98

  8. World Wide Search Engines NEW KIDS IN TOWN Yahoo’s Yisou Google’s Baidu

  9. 1. Internet Tax Non-Discrimination Act 2. Identity Theft Penalty Enhancement Act 6 RULES OF CYBER-SPACE 3. Cyber-Security Research And Development Act 4. Can-Spam Act of 2003 5. Electronic Signatures in Global And National Commerce Act 6. Internet Tax Freedom Act Of 1998

  10. 1-800-FLOWERS.com

  11. 1600 Stewart Avenue 1-800-FLOWERS.com Westburry, NJ. 11590 516-237-6000 1-800-FLOWERS.com Does More Than Just Peddle Petunias Online www.1800flowers.com

  12. 20-CENTURY FLOWER SHOP In Stores, Telephone, Or Via The Internet We Sell Flowers And Specialty Gifts Ticker: FLWS Exchange: NASDAQ

  13. Jim McCann Chief Executive Officer Been Arranging Flowers Since 1986 THE HEAD FLORIST To Build A Reliable Brand Name That People Would Learn To Love

  14. $975,000 MONEY MONEY MONEY $256,731 McCann Soenen CEO Of FTD

  15. FTD Roll International Bear Creek Corporation FLOWER DISTRICT

  16. Price Projection High $14.00 Price Projection Low $9.00 FROM THE EXPERT Financial Strength B

  17. RELATIONSHIPS

  18. Profits Are Higher In The 2/4 Quarters And Tend To Drop In The 1/3 Quarters THIS IS A SEASONAL BUSINESS TO BE IN

  19. REUTERS Analysts Recommend The Stock Will Outperform, But There Are Still A Number Of Them That Also Recommend To Hold

  20. MSN MONEY Analysts Recommend 1-800-FLOWERS.com As A Moderate Buy. They Also Have Quite A Few Analysts Who Recommend Hold.

  21. BUY BUY BUY Current Price $7.03 Buy $7.00 - $7.30 Sell $8.00 - $8.50 High Intrinsic Value $12.50 INTRINSIC VALUE TO BUY OR TO SELL Low Intrinsic Value $8.04 For The Low Risk Investor

  22. “Earth’s Most Customer Centric Company” AMAZON Seattle, WA 98144 1-206-266-1000 1200 12th Avenue www.amazon.com

  23. AMAZON, AS IN JUNGLE? Offers New, Used, Refurbished And Collectable Items Syndicated Stores Program Amazon Marketplace And Merchants Program Ticker: AMZN Exchange: NASDAQ

  24. Graduated Summa Cum Laude From Princeton University #3 On Fortune Magazine’s “40 Under 40” Richest People 2003 Person Of The Year, Time Magazine, 1999 GUESS WHO

  25. Name: Jeffrey P. Bezos Position: CEO GUESS WHO Appointed: 1994 “….to build a place where people can come to find and discover anything they might want to buy online.”

  26. AOL Richard Parson $13,245,165 eBay Margaret Whitman $2,908,231 Yahoo Terry Semel $601,980 THE COMPENSATION WINNER IS… 1ST 2ND 3RD Runner Up! Mr. Bezos with $81,840

  27. IT’S A JUNGLE OUT THERE!

  28. Possible Return: 51%-53% THE MACD

  29. Beta: 2.49 Safety: 4 Technical: 5 GIVE ME A “V” Timeliness: 2 Financial Strength: B

  30. WA TN CA VA KY NV NO BOUNDARIES PA KS Great Britain Japan Canada Germany France DE ND

  31. RETURNING THE FAVOR Outperformed the S&P 500 Technology Index since August of 2002

  32. A Dollar Made Is A Dollar Earned ALL ABOUT THE PROFITS

  33. REUTERS Strong Signal To Sell High Mean Rating

  34. BLOOMBERG Strong Signal To Sell!

  35. Current Price $33.29 BUY For Long-Term UNDERVALUED High Intrinsic Value $63.06 MAGGIE’S RECOMMENDATION Low Intrinsic Value $40.54 BUY: $35-$36 SELL: $53-$55

  36. Verisign 487 East Middle Road Intelligent Infrastructure Services Mountain View, CA. 94043 650-961-7500 www.Verisign.com

  37. COME AGAIN? Provider Of Critical Infrastructure Services Communications Service Group Internet Services Group Ticker: VRSN Exchange: NASDAQ

  38. THE MAN BEHIND THE BUSINESS Stratton Sclavos “We want everyone to reap the benefits of the ongoing revolution in digital commerce and communications.” CEO & Director July 1995 Honored For Leadership Success By… Forbes Magazine Morgan Stanley Computer World

  39. THE OFFICERS Sclavos Conner $862,058 $1,262,308 Thompson Coviello $2,714,447 $684,000

  40. BATTLING IT OUT SYMANTEC ENTRUST RSA

  41. MACD SELL BUY Possible Return of 17.86% -- 46.11%

  42. WHAT’S IT WORTH Timeliness 2/5 Safety 4/5 Technical 2/5

  43. HOW CAN I SERVE YOU • Helps With Internet Related Problems • Email Security Solutions • Billing And Payment Services • Expansion Into New Countries

  44. STAGE FRIGHT Has Not Outperformed The S&P In 4 Years

  45. A NET PROBLEM Verisign Needs To Continue To Outperform the S&P In Net Profit Margin To Bring Up Their 5 Year Average.

  46. REUTERS Hold Is Winning By Only 4 Votes Very Diversified In Their Recommendations

  47. BLOOMBERG Again, Analyst’s Recommendations Are Pretty Spread Out.

  48. IN RESULT… SELL Current Price $25.33 UNDERVALUED Buy $15-$17 Sell $32-$34 High Intrinsic Value $48.57 Low Intrinsic Value $29.14 This Stock Is Only For Risky Investors

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