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.
Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?


To: Oeconomicus who wrote (8564)3/18/1998 8:59:00 PM
From: Bill Harmond  Read Replies (1) | Respond to of 27307
 
RD, Frosty has served you the reason why your Yahoo short isn't working...on a silver platter:

According to Forrester Research estimates, the Internet advertising market is expected to grow from $1 billion in 1998 to over $8 billion in 2002.

...The Internet and the Web have enjoyed unprecedented growth since 1994. The interactive capability of the Web has led to the introduction of an exploding variety of content, commerce, and aggregation sites. According to International Data Corporation, Internet annual user growth is expected to surpass 35% both domestically and internationally, with 72 million and 129 million users respectively in the year 2000.

As a medium for advertisers the Internet represents a number of significant advantages over traditional media which make it highly attractive for advertisers. The demographics of Internet users represent a highly attractive target audience for advertisers. In many cases the transaction can be tied closely with the advertising or direct marketing pitch and be consummated directly on-line; this is an advantage over traditional broadcast media.

We believe there is tremendous long-term potential for traditional advertisers to increase their levels of Internet ad spending relative to their total advertising budgets. Compared to an estimated $175 billion that was spent on traditional media advertising in 1997 and $153 billion on direct marketing, only $551 million (International Data Corporation) was spent on the Internet.



To: Oeconomicus who wrote (8564)3/19/1998 12:46:00 AM
From: Frost Byte  Read Replies (1) | Respond to of 27307
 
I get your drift Bob...Those NETZ guys were driving me crazy and here I am doing the same thing....however, I should note that my post, the actual full-length Goldman Sachs reseach report issued this morning is pretty cool and very informative.

The DCLK thread is pretty dead, so I was just looking for some knowledgeable people who could comment on Doubleclick...I own YHOO and DCLK, but with the run we've had last year with YHOO, I was thinking DCLK has more potential to go through the roof!