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Strategies & Market Trends : Shorting stocks: High fliers

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To: paulmcg0 who wrote (648)2/2/1999 2:46:00 PM
From: Bob Rudd   of 709
 
Net ad blocking- some observations:
Few will go thru the hassle of installing special software to block ads..if it becomes significant, advertisers will employ countermeasures to thwart the software [Has anyone cooked up an effective way to block spam?]
More significant, from short perspective, may be the recognition that net ads aren't that effective resulting in declining rates - Note that Monster.com and hotjobs.com spend $millions on Superbowl ads instead of net ads...and a very big chunk of that audience isn't connected where web ads always reach connected consumers. I saw on interview on CNBC of an author of a new book on investing in internet stocks..a main theme was that ads aren't paying off that well...he also thought hypercompetition would deny profits to net retailers.
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