United Online, Inc. (NASDAQ:UNTD)

EkimYemoot (27.84) Submitted: 5/22/2007 10:46:09 PM : Start Price: $11.83 UNTD Score: -59.12

Its Reunion Time 'ol Classmates

Drabon1 (< 20) Submitted: 4/27/2007 9:14:23 AM : Start Price: $10.23 UNTD Score: -56.42

Dial-up provider is sitting on a giant community asset in Classmates.com. These guys will be bought in the next 18 months. Potential buyers are Google and Yahoo, who can quickly integrate the community, and gain a cash generating dial-up business.

addnauseeum (79.78) Submitted: 4/20/2007 3:54:21 PM : Start Price: $10.08 UNTD Score: +56.38

I wish there was a selection for indicating that they will likely perform about the same as the S&P because that is actually what I think. But if forced to pick either under/over perform I have to go with underperform. Dialup won't die overnight, but it slowly dieing. UNTD seems to have no broadband strategy with which to create growth.

Lance912 (69.15) Submitted: 4/1/2007 6:51:36 PM : Start Price: $10.01 UNTD Score: +60.16

All of their sites and products seem to be outaded.

Classmates.com: Will become worthless in the new Myspace/Facebook world.

Mypoints.com: Losing popularity and a site with no moat.

Photosite.com is a small site that isn't worth much.

Do you really want to invest in a dial-up company?

BrianRuth (99.08) Submitted: 3/10/2007 3:13:09 AM : Start Price: $9.49 UNTD Score: +59.71

F'd Company website says it's going under. Can't wait to get that gavel!

em5 (< 20) Submitted: 1/31/2007 7:33:33 PM : Start Price: $9.92 UNTD Score: -58.85

something about these guy's, can they do a "you tube" or "myspace"???

NetscribeECommer (96.72) Submitted: 1/12/2007 7:54:18 AM : Start Price: $9.83 UNTD Score: -59.88

United Online offers a variety of consumer internet services, which are subscription based as well as free of charge under the brand name NetZero, Juno and Classmates Online. It operates in two segments, Communications and Content and Media. Communications segment includes dial-up internet access, email, internet security and Voice over Internet Protocol. Content and Media includes social-networking, personal web-hosting, online marketing and online digital photo-sharing.

Competitive pressures from broadband services have resulted in significant declines in subscribers to dial-up access services of the company. The number of broadband users is expected to reach 67 million by 2009 as compared to 47 million in 2005. However, the number of dial up access service users is expected to decline to 17 million from 27 million over the same period.

Until recently, United Online did not have presence in providing broadband services. By tying up with Verizon to provide digital subscriber lines (DSL), a form of broadband internet connection, under NetZero DSL and Juno DSL, the company has extended the life of its existing NetZero and Juno dial up user base.

In its social networking community called Classmates, the company is launching a new feature called Google Maps, which will enable the users to determine their friends or colleagues location. This initiative would convert free members into paid members.

United Online is also exploring the opportunities with various parties to enter the search area business. With strong balance sheet and appetite for some acquisition into content and media segment of its business, United Outline is expected to shine among its peers.

bilgewtr (< 20) Submitted: 1/5/2007 4:06:54 PM : Start Price: $9.59 UNTD Score: +59.84

UNTD gets all profits from its rapidly declining dialup access business. Classmates seems to show revenue growth, but I don't see how that will ever pay off, because it is over the hill compared to many newer more exciting sites, i.e. MySpace, Facebook, etc. Classmates ads continue to be everywhere, so I'm wondering how much revenue is backscratching. The dividend has been propping up the stock, but they should have saved the cash to buy something else. Revenue, profitabilty, and dividend are all at risk.

srenion (75.66) Submitted: 12/5/2006 6:58:27 PM : Start Price: $9.41 UNTD Score: +58.71

It remains to be seen whether it's agreements with VZ will give this company any boost.