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Technology Stocks : iVillage (IVIL) -- Ignore unavailable to you. Want to Upgrade?

To: Panita who wrote (392)	11/5/1999 7:43:00 AM
From: Lane Hall-Witt	Respond to of 598

Panita, I don't know what the page-view expectations were; I'm hoping the news services will provide context for these numbers when they come out with write-ups later today. Page-view growth appears to be the weakest metric in IVIL's report: 14% quarter-over-quarter increase. I'd imagine this rate of growth would be seen as a modest disappointment, although I have no idea what the official expectations are. The good news is that overall revenue growth increased more than twice as fast as page-view growth. This means IVIL is continuing to monetize traffic in a very effective manner. The other moderately disappointing number to me -- though, again, I don't know what the official expectations would have been -- is that commerce revenues increased by "only" 19% quarter over quarter. There are seasonal factors at work here; but commerce is a huge part of the IVIL story going forward, and they have to show that they can scale up that part of their business rapidly.