SI
SI
discoversearch

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 : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (32610)5/18/2007 11:18:41 AM
From: Bill Harmond  Read Replies (2) | Respond to of 57684
 
Feeding frenzy for sure, by the biggest players.



To: Lizzie Tudor who wrote (32610)5/18/2007 2:39:38 PM
From: Elroy  Read Replies (3) | Respond to of 57684
 

I just posted on another thread that for people that like penny stocks, MIVA and LOOK are probably buys, those are the only independent internet ad plays left after this.

DCLK, TFSM, AQNT etc.- really incredible consolidation


You've forgotten VCLK, or don't think they are a target? They're the largest independent internet ad 2nd tier company now (~$650m in annual revenues or so). 70% gross margins, much better than the 3rd tier smaller guys.