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Technology Stocks : ESVS vs DCLK -- Ignore unavailable to you. Want to Upgrade?


To: RocketMan who wrote (245)3/2/1998 8:31:00 AM
From: BlackStar  Read Replies (1) | Respond to of 717
 
On the negative side, however, he is not sure if the internet ad business will succeed, whether DCLK, Zulu, or anyone else. He says no one is making money on it, and advertisers are growing jaded. The problem is that an advertiser counts success by number of clicks on the ad, and they are not getting many.

Then I guess a company with a new technology (guess who :) for generating substantially higher 'click through' rates is most desirable. Someone needs to unlock the web ad arena and NETZ may be it. If the general statement is true, then NETZ may not need to 'catch up' with DCLK - it will, as they say themselves, leapfrog the competition. Not only NETZ is in an interesting phase, the entire web ad industry is.

He countered that 6 months is more like it in the internet business. We will know in six months how this plays out.

I agree with six months. Autumn will be a time of reckoning.

Just passing this on for what it's worth...

Good points. Do you have more?



To: RocketMan who wrote (245)3/3/1998 10:17:00 PM
From: Joe Copia  Respond to of 717
 
very sound advice !!

Joe PTG&LI !!!