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Technology Stocks : Internet Analysis - Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (239)	3/29/1999 2:04:00 AM
From: jbn3	Read Replies (1) \| Respond to of 419

Chuz, I'm sure that others have mentioned this before, still... Probably I am not a 'typical' internet user. I am logged on normally about 10-14 hours a day during the week, whether studying stocks, the market, playing bridge, or sending emails. This has been the pattern for two years now. In those two years, I can think of only 3 ads that I have 'followed' to the home site. When I want a product, I do a search for it, comparing prices. Then I order. Bottom line is that any company which is spending internet ad revenue on me is wasting that money. I don't know the typical ad perusal and purchasing habits of other netizens, but I know of friends who have AOL (because that was the only service available) who log on and never look at the home page. In fact, to speed up my browser, I have recently even started eliminating cookies. Does anyone have concrete data on the supposed efficacy of internet advertising? And don't give me the standard "eyes" propaganda. I know that my "eyes" have been counted numerous times, and anyone using that data should be aware that the input is skewed. Oh, and BTW, don't give me the 'revenue swaps' data, either: those "I'll put my ad on your page and pay you $X, and you can put your ad on my page and pay me $X." So, if anyone has substantial data on $ spent versus $ of increased revenue, I'd be interested. jbn3

To: Chuzzlewit who wrote (239)	3/29/1999 12:03:00 PM
From: Vendit™	Read Replies (1) \| Respond to of 419

Can you imagine that there is a mature company (meaning that growth will be about equal to the population growth) with the market capitalization of AOL. What cash flow do you think will be required to support that market capitalization? How will AOL get there from here, and how long will it take? I take your point to be that the big Internet stocks are grossly over valued if they were presently mature companies and I would agree. Fortunately I see the sector growing into the early 2000's. It could well be that a company like AOL won't fully saturate the market until around 2005 or beyond. Without a doubt the sub $500 computer will help the growth of ISP's along. e4me.com Vendit