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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (30724)11/1/2006 11:13:09 PM
From: Elroy  Read Replies (1) of 57684
 
VCLK reported really good numbers, with organic revenue growth accelerating for the 2nd quarter in a row (now 37%) and gross mmargins expanding. Not sure why the stock doesn't seem to have moved up in AH.

At some point, YHOO, MSN or GOOG is going to need to buy VCLK if they want to be the dominant company in internet advertising. VCLK is on track to do well over $600m in internet advertising revenues in 2007. At 72% gross margin that's gotta be some juicy revenues for the big boys.
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