Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: To_A_Million who wrote (73283)	2/9/2000 5:34:00 PM
From: gizmo&jack	Read Replies (3) of 108040

From RB: Hi Folks. I follow MCAF quite closely. A few things to take note of. They are the fastest growing PAID subscription service on the Web. They already announced 200,000 PAID subcribers, putting them only #2 behind the Wall Street Journal Online which has 320,000 subs. Only one difference: WSJ took 2 years to get there; MCAF took 4 months and is accellerating. Awesome concept to have a service that so many people have been willing to pay for so quickly on the web. But the market potential is another 80 million subs. Also their new ad technology announced yesterday allows TARGETED ads, but retains privacy (MCAF is all about security). DoubleClick is getting bashed for their attempts to target in a way that jeopardizes the users privacy. If you noticed in the release, MCAF plans to use this and then license it. Think about it, most poor internet companies have ONLY ad revenue, so anything they can do to get more targeted and command higher rates is a must, but consumers are demanding privacy, and MCAF is bringing the solution to a hungry market of web companies who need to improve their ad sales to stay alive. MCAF has revenues from: massive amounts of recurring subscriptions, advertising and sponsorships on it's high-traffic site, and licensing it's technologies including this new targeted advertising and it's Clinic and antivirus technologies. Hat Trick. Great Brand Great Technology Great Traffic (#32 on Mediametrix) What a concept! An internet company that intends to make money for it's shareholders. Also, I'm told MCAF isn't sitting still on some huge partnerships. Can you think of an ISP or computer manufacturer who wouldn't want to provide the best anti-virus solution available to it's users and participate in the associated revenues? Think about the money an ISP can save when someone using McAfee Clinic is keeping their own PC virus free and in peak performance with the other 5 web-based utilities. The biggest cost center for ISPs is customer support, and MCAF helps reduce those costs in a big way and let them participate in some subscription revenue at the same time driving millions more subs. The stock is poised to fly when huge announcement after huge announcement is made. Stay tuned...

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