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 : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (48960)	3/13/2001 8:56:10 AM
From: Rande Is	Read Replies (3) \| Respond to of 57584

Good even-handed comments, Spirit. We all appreciate it. much greed on the short-side now. But I realize there's panic in the streets. Short-GREED and Long-PANIC. . . sounds exactly opposite of where we were 1 year ago. The internet can't be finished. I use it 30 times a day. The internet is nowhere near finished. But the growth in its use will be more significant in foreign countries than here. I've talked with many people in the U.S. who have no interest whatsoever in the internet. . . .you would be surprised how many adults do not have or want email addresses. Rande Is

To: American Spirit who wrote (48960)	3/13/2001 10:08:47 AM
From: CAtechTrader	Read Replies (1) \| Respond to of 57584

Good Post Spirit...if the internet is finished I will be the last to know as I am on it 10 hours a day...even my 70 year old father is on it 3 hours a day and buys virtually everything he wants online!

To: American Spirit who wrote (48960)	3/13/2001 12:09:42 PM
From: J. C. Dithers	Read Replies (2) \| Respond to of 57584

The internet can't be finished. In a sense it may be, AS. At least insofar as its potential as a revenue and profit generator is concerned. And that is all that matters to us as investors. From the beginning, the promise of the net was its potential power as a medium to generate advertising dollars. That is where the money was to be made, just as in the case of the other broadcast and print media. What seemed to be the huge advantage of the net was its capacity to link advertisers and audiences in an interactive relationship. Rather than just sending out ethereal messages to anonymous audiences, the net would enable an advertiser to achieve instant, two-way communication with prospective buyers. Even better, the net eventually would enable customer data bases to be created, so that communications could be individually targeted to the most likely buyers. There was good reason to believe that these advantages would ultimately make the internet the most powerful and productive of all advertising media. Then, the icing on the cake became the B2B arena, wherein producer and supplier relationships could be automated for the betterment of both parties. Well, it ain't gonna happen. None of it. What we all missed now seems all too obvious. With all the positives of interactive advertising, there turns out to be a fatal negative...namely, the ability of the recipient simply to diss the advertiser altogether with one easy click. With all the positives of B2B, there is also a fatal negative...namely the absence of "relationship marketing," wherein a producer/supplier bond based upon trust and dependability are seen as more important than low prices. That's it, pooofff. All those revenues and profits are not going to happen. And the consequences of that dawning realization are pretty much what we are seeing now throughout tech-land. The net itself will do just fine...as a marvelous new communication medium. As Rande points out, its growth internationally will be spectacular. It has become a big part of my life, just as with you and so many others. But when someone says, "Show me the money"... We can't any longer. J.C.