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To: Bill Harmond who wrote (72481)	8/6/1999 8:51:00 PM
From: KeepItSimple	Read Replies (2) \| Respond to of 164684

>Victor, that's bullshit. William, talk with people directly involved in the industry. The vast majority of internet ads are paid for in swap deals where no actual money exchanges hands (but shows up as phony "revenue" on their SEC filings) or they are bought by newly minted internut startups who usually end up not paying. For example, during a CNBC interview with mark haines on squawk box, he questioned the president of Infospace about receivables and that Infospace currently had a rate of around 80% non-payment. I suspect the nonpayment rate for other companies is similar.

To: Bill Harmond who wrote (72481)	8/6/1999 9:06:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Victor, that's bullshit. Haven't you READ the recent articles about advertisers like Ford and Procter that are moving money by factors into Internet advertising this Fall? Did you read the piece from AOL that they are having a record 3Q? William, Where is the piece about AOL? I would like to read it5. Also, your thoughts on Blodget's recently written comments I posted here? Thank you. Glenn