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To: PartyTime who wrote (5364)4/4/1998 4:59:00 PM
From: I Am John Galt  Respond to of 18444
 
I didn't answer that part of the question because it is a matter of opinion. I'm not in the realm here to give opinions about stock price, because that is not my fort‚. I have done it before, but I probably won't do it again(my arguments can be inconsistent, however).

For example, do you think Microsoft and Sun will want to share the same online advertising contract?
I don't think so.


Of course they will. That's the whole point. BankBoston just jumped on our ship, even though we have Fleet banners. Why? Because they want to be seen on our network, regardless of who the competition is. Competition is irrelevant, and unless the company is that gung-ho on not doing anything the competition will do, then they're dumb. The point is that we have control over the banking advertising market for New Hampshire. You kinda see where I'm going? The network is the most important thing. Demographics, sir, demographics. That's the first thing you learn in advertising. How many hits do these websites have on the network? What do these websites deal with? Are they in the same field that we are in? If Intel's website is part of the network, would it make sense to show a McDonald's banner? What kind of network is this geared for(ie if there are 30,000 tech websites in this network, then is it worth our while to put up pawn shop banners on it?). Also, what else can I get from this company? Can I get a package that would include Sesame Ad?

And maybe, last on my list... Should I try to jump into the same network that my competition is in?

Matty Gregg