To: Boolish who wrote (50 ) 2/6/2000 7:56:00 AM From: Mike Perras Read Replies (1) | Respond to of 394
A few Sunday morning thoughts ... Now, if a potential buyer wants to avoid this patented software being licensed out to several players they need only do one thing ... buy the company ! With ADForce & Flycast being acquired by CMGI for 1.2 billion what do you figure that makes GNI worth? Keeping in mind that if CMGI owned GNI, it would automatically make both ADFporce & Flycast worth that much more. What would this software be worth to a Doubleclick who by the way is selling more shares to raise an addionial 800 million dollars. We haven't even talked about the exploding markets of Asia & Europe, the huge play this will have on the co op advertising sector worth many billions more than the estimated 4 billion dollar B2B ad sector for year 2000 alone. The next interview later in the week will include a major New york ad exec & he can speak directly to that co op advertisning sector that has been around for decades and only now being tapped for the internet ad sector. From media experience I can tell you that the co op sector is the toughest one to manage for ad agencies & GNI's 'one bill, one audit system' (their software) can mange this area with ease. Co op billing can be a nightmare, agencies need to spend the co op dollars (spend it or lose it) and when Jim & GNI introduce their simple tracking system, agencies will want in immediately. FYI: The national brand campaign is when you see the Sony ads on TV etc the co op dollars are spent on all the Sony retailers .. "get your Sony Discman at Electronic North" thats when Sony pays for part of the ad campaign for Electronic North in their local markets. The co op ad sector isn't new and as yet unrealized online, simply because no one has a system to manage it, until now. Another key here is that GNI aren't sellers of banner ads, they are buyers! They buy unsold ad space in 800 newspapers throughout North America, that space is resold to agencies who have to find a place to spend their clients ad dollars. GNI have to be buyers first .. newspaper sites are the most expensive to maintain online & when GNI wants to buy their unsold inventory do you think they'll be interested? GNI is putting that much needed cash in their pockets. A single agency may represent 100 to 300 clients & GNI is talking to the biggest of the agencies, as they have known they all on a first name basis for years from all their years of media experience. When you hear that GNI is working with 3 or 4 agencies, keep in mind that it may very well represent 1000 clients, of which Visa, American Express, Gateway are but a few ... the sheer numbers here are staggering. With 4 new offices announced last week & 3 more in the works, Global Networks Inc is hardly standing still. In all my posts here or elsewhere I have not put a price target on this stock, only because of it's massive upside. Many have asked & I don't like doing it becasue if I put the number I'm thinking of here, it might look like a cheap way to prop up the stock price in the short term. Just remember that Doubleclick is $97.00 24/7 is $58.00 Flycast is $122.00 (some of these after recent splits) and they can't do what GNI does, they simply don't have the sophisticated software nor the media connections necessary to manage the ad agencies requirements for distribution, auditing and billing .. the agencies, newspapers & magazine people have been exposed to Jim Mason & his media executives for decades .. this is no start up operation here .. they are already connected at the highest levels. When you are asking an agency to have one of their major accounts (a Coke let's say) drop 5 million into an online ad campaign, that agency had better know & trust your ability to get the job done. Global Networks nave decades of history in the ad business. It's now February 6th 2000, let's see just how well investors react to the obvious GNI potential. Global Networks Inc CEO Jim Mason Audio Interviews: media4audio.com