Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Roger A. Babb who wrote (3659)	11/6/1998 4:20:00 AM
From: Bill Ulrich	Read Replies (1) of 4634

Roger, re: YHOO and falsely generated clicks. This page inflation may be real. However, I don't think it would impact the stock price as you suggest. Net stat analysis is rapidly becoming refined, and companies who establish their worth on net traffic report many other numbers aside from 'hits' and 'page views' in an attempt to balance the view. Page views alone, as a basis of value, aren't typically used by reputable companies. A stat which is now commonly reported is 'Unique IPs'&#151that is, the number of individual IP addresses accessing one's site (and the growth thereof). This can give a clearer picture regarding distinct users&#151a 'java clicker' would simply filter out as one user due to the IP, regardless of the page views. Last numbers I saw for YHOO from Boardwatch were +30,000 new unique IPs per month. As with any other net stat, it has some flaws. Notably, it's difficult to distinguish individual AOL users. Thus, it's considered best by many companies who are serious about their stats, to use a broad variety of analysis parms.

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