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Technology Stocks : 24/7 Media, Inc. (TFSM) -- Ignore unavailable to you. Want to Upgrade?

To: Bald Man from Mars who wrote (208)	5/23/1999 4:52:00 PM
From: Richard Tai	Read Replies (1) \| Respond to of 669

i'm not sure how low it could go. personally, i like the ad serving business because once the technology is in place it's a business model that tracks the growth of the web similar to inktomi's search engine business model. blodget stated that doubleclick generates 20% of its revenue and 50% of its profit from their dart ad serving business which underscores the importance of this business for tfsm. another negative is the loss of the comedycentral business which was one of their top ten clients in 1998. on the plus side, internet ad spending is projected to grow from 1.5b in 98 to 15b in 03 and they should be able to get their piece. also, losing a client isn't always that big a deal as i can remember inktomi losing microsoft's buisness back in jan and after a short term hit it nearly tripled. also, tfsm's biggest client is att and maybe they'll be able to expand that relationship into athome/excite. shopnow could help a little. shareholders meeting on jun 8 could help a little. a takeout could help a lot.