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

To: Mike Buckley who wrote (25740)	6/3/2000 12:21:00 AM
From: tinkershaw	Respond to of 54805

a huge surplus of ad inventory What does that mean? I can't figure if it means there is surplus "real estate" on which ads haven't been placed or if it means there are more ads being sold than the current real estate and number of users will justify. Whoops, sorry for the cluttered terminology. I sometimes assume psychic communication is universal. What I was trying to express is that the spots GMST has available to place ads far exceeds the amount of ads currently being sold. Each page view is an opportunity for more ad serving. GMST is nowhere close to filling up this ad serving inventory. This "inventory" terminology is something I became very familiar with back when I was holding Doubleclick. Hope this clarifies things. Also I should clarify that the ASP (average selling price) per CREE product is not necessarily going up (although it did last Q if I recall correctly). But that CREE's increase in production yields is producing more and more profit per sale with what seems like unmeetable demand at this time. Similiarly, GMST has what seems like unlimited ad serving inventory at this time which it can't hope to fill in the foreseeable future and each ad should continue to bring in more and more $s per page view (reaching some market equilibrium maximum) as viewership and interactivity increase. Both models produce almost certain exponential growth should the businesses perform and demand continue to grow as expected. Gotta like that in a stock you own! Tinker