David,
Thanks for the two cents. What I'd like to know is who bought on the rally and why. I'd like to know what the bulls think and whether they bought on an analysts' recommendation or from bullish data from a research house or what? Does anyone know or are we operating in a vacuum here? How can we fight Goliath when we can't even see the monster and we don't have any weapons? Read any books on Lao Tsu, especially the famous "The Art of War" and the important theme throughout his work is 'know your enemy.'
We all may have the same information that everyone has, shares outstanding, revenues, expenses... but what of the immense growth in advertising spending and of the tremendous future opportunity as companies sit down at their infrequent board meetings and discuss allocating more money to the internet for advertising?
I simply see more blinking, eye-catching advertisements on web-pages and I have clicked on a rare percentage of them for give-aways, freebies and contests to win big-bucks (I'm a sucker, aren't I), but I wonder if their is subliminal power here and effectiveness for brand-awareness. If ad spending is now 1% of overall budgets, I figure that number will rise to 10% over the next few years because it is TARGETED ad spending and measurable.
Am I just blowing hot air? I am not a marketing major from college, nor do I profess to be an expert from experience in marketing, but my two-cents logic tells me that things look good for ad-spending going forward.
Any thoughts?
Tim West
7:43 am, Thurs Feb 6th |
