To: Panita who wrote (514 ) 9/10/1999 3:55:00 AM From: Crystal ball Read Replies (1) | Respond to of 594
20% all Auto Sales ($1.2 Trillion) will be online this year. ABTL and NVDC's share huge!!! 52% all advertising of all products is auto ads, (ref. ADMA Auto. Dealerships. Marketing Assoc.) What share will be ABTL and Navidec's USWheels.com or DriveOff.com which started IADMA (Internet Auto. Dealership Marketing Assoc.)...another $676 Million, and Yahoo for example is raising its internet ad rate card...more money. The other limited auto web dealers or web pages will not make as much, AutoNation AN for example sold off the best part of its e-car lease web pages, Autoweb seems dormant, carpoint is Microsofts CarOinK as far as the cost and ROI for them, that leave ABTL and NVDC unless Dell gets his site more mileage than he is willing to budget for against gigabuys....20 PERCENT OF ALL AUTO SALES ONLINE!!!! Think about it. I am, Truly yours, -Crystal Ball P.S. Amazon.com would have to sell a lot of books to get the profit made from ONE car, especially when AMZN will incur NET LOSSES for 3 years to compete and build and put their money into building brick and mortar warehouses to compete with BNBN or BKS (Barnes and Nobel) which has the "dot com" and the brick and mortar....my point being, eventually all this talk of convergence, is just that, when online you want it cheap and you want it fast, you do not want to have to go here and there for this and that, these M&A will only occur in favor of the companies that have the money...my guess detroit Motor City web sites, like ABTL and NVDC since the rest of the popular Internets could be so far in the red that they will be bankrupt....cash flow....megaton cash, where else you gonna get it from? YHOO has to sell a lot of ads to equal one car...just my longer term thoughts. I am, Truly yours, -Crystal Ball