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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (49533)	12/1/2000 2:52:57 PM
From: Real Man	Respond to of 94695

Yeah, I'm running one of those inet B2C (oh, my!) co-s, and I hope to take over the market due to all this funding-related shakeout -ggg-. We are profitable -ggg-. And the traffic growth has been... mmm.... about 30X during the past year. Ironically, we have started getting some ad orders when everything collapsed. But I think revenue for most portals faces some serious problems, at least for those relying solely on ad revenue. CPM advertising is so expensive and ineffective, it will drop significantly in price. And this is how Yahoo and many others live. At least, we are counting on another source of revenue in the long run. Yeah, I think this was a huge bubble, which is now unwinding. I have no clue myself when this stops, but it seems we are very far from that pain level. And I'm playing defensive as a hedge. I don't mind if NASDAQ goes up, I'll just do an IPO and pocket some cash -ggg-. But I don't think it will.