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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (3800)	8/16/2000 8:20:03 PM
From: pinhi	Read Replies (1) \| Respond to of 13572

Hi Greg, Any feel for SCMR? Been acting well recently. Has been extremely volatile (like everything else hasn't). Some of these networkers like JNPR, SCMR are sporting 40-50 billion market caps. I feel alot of the I-nut money and wireless money may be finding a home in these networking stock. Maybe a bubble is forming? Any thoughts? Pinhi P.S. I own a little SCMR and alot of CSCO.

To: Boplicity who wrote (3800)	8/16/2000 11:16:21 PM
From: Chadick	Read Replies (1) \| Respond to of 13572

Greg, Amtech Systems(ASYS). Check this out. It was $4 3/8 yesterday, closed at $10 today and was up to $14 3/4 after hours. Optic mania or under covered and under priced?

To: Boplicity who wrote (3800)	8/17/2000 3:44:22 AM
From: DOUG H	Respond to of 13572

Online ad spending seen soaring By Carl Corry, CBS.MarketWatch.com Last Update: 12:29 PM ET Aug 16, 2000 NewsWatch Latest headlines NEW YORK (CBS.MW) -- Online advertising spending is expected to more than quadruple to $16.5 billion by 2005, making the Web the fourth-largest advertising medium, Internet research firm Jupiter Communications said Wednesday. That growth would put the Internet behind only broadcast television, radio and newspapers in ad revenue and would give it almost 8 percent of the total U.S. advertising market by 2005. Online ad spending hit $3.5 billion last year and is expected to reach $5.3 billion in 2000, Jupiter (JPTR: news, msgs) said. "With a renewed focus on accountability and efficiency, marketers turn toward more quantifiable media, such as the Internet. The battle within this cluttered environment will be to capture the attention of online users," said Patrick Keane, director and senior analyst with Jupiter. Contributing factors A larger online population, a rise in time spent online and increasing Internet commerce revenues will fuel the growth, Jupiter said. The biggest online advertisers will come from the same sectors that dominate other advertising venues. In 2005, financial-services firms, carmakers, computer hardware and software companies, travel, consumer packaged goods, and media companies will lead the categories for top spenders, Jupiter said. "Over the past two years, we have seen overheated offline advertising spending by access, commerce and content companies that were willing -- even eager -- to pay hundreds of dollars to acquire new customers, seemingly without regard for the lifetime value of the customers," Keane said. As result of the growth in online advertising, individual Web surfers will be flooded with as many as 950 marketing messages a day, more than doubling their exposure to Internet-based ads in 1999, Jupiter said. To be recognized in the clutter of new ads over the next five years, Jupiter said, marketers will need to use a diverse arsenal of integrated online tactics. Jupiter projects online ad revenues to grow at a compound annual growth rate of 30 percent between 1999 and 2005. A Jupiter survey found that marketers would increase Internet advertising spending at a higher rate than in any other medium. About 73 percent of advertisers said they would increase online advertising spending in the next 12 months, in contrast to the 43 percent who said they would increase their magazine spending and the 37 percent who plan to increase cable television budgets. In contrast to Jupiter's 1999 figures, the New York-based Internet Advertising Bureau calculated Net ad revenues to be $4.6 billion, or 30 percent higher than Jupiter's numbers. Stu Ginsburg, a spokesman for the IAB, said the difference could be attributed to the methodologies used in the reports. "Ours is based on actual dollars spent," whereas Jupiter's is a projection, he said. In a report issued last week, the IAB said Internet advertising soared 182 percent in the first quarter of 2000 to $1.95 billion. That's a 10 percent jump over the fourth quarter of 1999. cbs.marketwatch.com