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.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: KeepItSimple who wrote (30558)	12/20/1998 1:56:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>>This is the sort of thing that appears towards the end of a bubble and tends to attract the SEC's attention.<< The SEC is overworked and understaffed. They spend too much time going after the little scammers while the biggies run free. Kind of like the 'Things' stock. Don't you think?

To: KeepItSimple who wrote (30558)	12/20/1998 9:40:00 PM
From: Glenn D. Rudolph	Respond to of 164684

The Internet Capitalist SG Cowen Internet Research 8 Yahoo! Yahoo! Address Book and True Sync Plus In one of the niftiest attempts to stay sticky and vital to a web user's everyday life, Yahoo! announced this week a brand new service Yahoo! Address Book. The Yahoo! Address Book will afford users access to their address book from any machine that connects to the Internet. Additionally, Yahoo! introduced True Sync Plus for Yahoo! which allows for synchronization between YHOO's address book and calendar to all of a user's PCs and other Internet devices. On the heels of the recent announcement to deliver Internet content to Palm VII users (see The Internet Capitalist 12/4/98), we're beginning to sense a Yahoo! Everywhere strategy emerging. DoubleClick We had the pleasure of attending, with a sold-out crowd, DoubleClick's roadshow presentation for their recently completed secondary offering (priced 2.5mm shares at $34 on 12/11). Having watched this company go through their IPO roadshow earlier this year, we were heartened to sense a very real maturation within the company, both in their ability to delineate the important (and differentiable) role they play within the Internet advertising business, as well as their ability to execute on their then-early 1998 plan to become a far larger company. Mission accomplished; we'll be meeting with DoubleClick to get an update on their business soon, comments and observations from which we'll be including in the next issue of The Internet Capitalist. Excite Recently, MatchLogic, the direct marketing arm of Excite, held an analyst meeting in their Colorado headquarters (from what we could observe, it looks like a fun place to work, especially if you own a dog). The meeting, provided a finer understanding of MatchLogic's business and how that asset fits into Excite's plans. Beginning in March 1999, MatchLogic will manage all Excite advertising deals and take Excite's currently untargeted advertising inventory and make that targeted. This could be a huge win for Excite and, in theory, could result in 100% price jump for basic Excite CPMs (from $10 to $20). Additionally, MatchLogic is working with Excite to develop merchant serving targeting technology (i.e. Which ad should I show this person? Click. Now which product should I sell them?) Although MatchLogic today is best known for its sophisticated ad serving and cache measurement technology, MatchLogic management stated that they are slowly getting out of that business because it has lower margins compared to its other growing revenue streams (email-related applications, targeting, data mart and licensing). As we saw in the WVTM study (see “Trend Watch”), merchant serving targeting technology and email-related applications could play a key role in transforming Web users into online shoppers. Targeted email is the fastest growing sector of Match's business. While plain banner advertising generates $6 - 60 CPMs and 1% conversion (read buy) rates, targeted emails generate $300 - 1,000CPMs and 10-15% conversion rates. This leap in value is a direct marketing lesson more and more advertisers are coming to understand (see “Observations”), particularly bricks and mortar retailers looking to generate traffic (both foot and online), as well as one of the world's biggest brand advertisers (P&G) who is starting to look to the Internet as a sampling alternative to magazine coupons and FSI inserts MatchLogic has carefully cultivated a 4 million person database of opt-in users (people who