Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (25728)	6/2/2000 3:22:00 PM
From: tinkershaw	Read Replies (1) \| Respond to of 54805

Identifying the tornado is easier in some cases than in others. It is simple evaluating CDMA growth. It's not so simple evaluating EPG/IPG growth. The evidence is even more compelling if you consider that GMST is only charging a $10 cpm at this time and has a huge surplus of ad inventory. If this trend is symptomatic we will have the best of both worlds (similar to what CREE should be experiencing) of large product sales growth x increased price per product = exponential growth above and beyond what we have now. Certainly nothing is sure in this world but it does seem likely that the surplus inventory will continue to be sold and that the cpms will continue to climb as the surplus starts to sell and the audience numbers increase. This process should accelerate further as better targeting and interactivity start to reach a critical mass (in 2001 or 2002). Tinker