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Strategies & Market Trends : A.I.M Users Group Bulletin Board

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To: Bruce A. Bowman who wrote (6465)	12/23/1998 10:35:00 AM
From: JZGalt	Read Replies (1) of 18928

Bruce, I've been doing a bit more looking around and there is one other area that might be included in an internet index. The majority of the revenue for these "portals" is coming from ad revenue, so my way of thinking is to look at the companies that are helping the ad revenue be enhanced vs. betting on which portal is generating the revenue. I came up with DoubleClick (DCLK) and NetGravity (NETG). Both are outrageously valued vs. next years earnings and they are in fragmented industries, but the tracking of who sees what on the net and the ability to target ads towards a receptive audience and track the response is critical for the growth of e-commerce. These two companies are in the game and are known names. I'm trying to buy a token stake in each ala my token stake in ONSL to play the area. The nice thing right now is you don't have to hit a home run with your individual selection, just be in the right group as they are all bid up. Keep in mind these stocks deflate as rapidly as they inflate sometimes. ---- Dave

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