Roger, I disagree with you on the power (if not the value) of branding on the Internet. When the Net was young a few years ago, I loved to seek out new sites, etc. Now I know what I want, and I just want the best delivery vehicle to bring it in every day. When I need something esoteric, I turn to a search engine.
The question is - which drives Internet share prices today - can brand loyalty be turned into advertising and E-commerce revenues in the future?
Like CDRD and their mystical satellite radio service, the verdict is still out. But I bought GNET because I know what SI does for me, and hence how much time I will spend on it. If GNET could turn SI into a one-stop investing service center with trading, news, real-time quotes, TA charts and all the other stuff I use ten sites for now, well, I'd never leave the house, as they say.
Like Y2K, the winners will be separated from the losers eventually. Just don't underestimate what made America great - the consumer. |
