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Technology Stocks : NetGravity [NETG] -- Ignore unavailable to you. Want to Upgrade?

To: ET who wrote (503)	5/27/1999 9:11:00 AM
From: RDR	Read Replies (2) \| Respond to of 589

You will find the following interesting and informative (from the yahoo board). Also, please don't consider DCLK as NETG's competitor but if DCLK buys NETG, they will for sure solidify their position in the market place as the area NETG serves will be complementing DCLK's offering. Enjoy the following: technical ignorance among shorts/longs by: tajomaru 8374 of 8420 If you are a technical (ie. not a fundamental) trader, you can stop reading now. Many of you talk about Doubleclick and NetGravity as though they are direct competitors. As someone who has worked at many prominent web companies, I can tell you that they are not. Doubleclick is a broker, financially and technically, between web sites and advertisers. Netgravity is software that allows a web site to sell directly to advertisers. I can tell you that I know of many large web companies that were 100% on Doubleclick and began realizing how much of a cut Doubleclick was taking of their revenues. Since the web companies had by then grown large enough to be able to have it's own sales force and technical capability to do so, they began testing Netgravity on their own servers, selling ads directly to consumers and taking in 100% of the money. Since the CPM is much higher, what they all wind up doing is selling out all the ad inventory they can with their own sales team and Netgravity and the leftovers go to Doubleclick. I have seen this happen at several companies, at good companies it's usually not either/or, usually the lion's share is done via Netgravity and the rest goes to Doubleclick. I doubt most of the investors have the web experience to understand this. Especially the old geezers at Forbes. iVillage is one of the most screwed up web companies out there, just read the news reports on them, I'm sure they scrapped netgravity because no engineer in New York City (which is what I am) worth his salt would work for iVillage, so they scrapped it - I know of several screwed up web companies in New York that lack the tech staff to do much of anything clever. I've been watching NETG for a while and just picked some up at 22 since this news is bogus and I know it'll probably hit 40 some time again this year...if you want to talk about a REAL direct competitor to NETG then you should be watching Engage's (Accipiter) recent IPO filing...anyone who knows anything about the web knows Doubleclick gets (mostly) dumped and Netgravity gets picked up when a web company grows to the point of having say a sales office in more than one city. -- taj Thank you, Taj by: shenjee 8413 of 8420 That is my feeling all along, eventhough I don't have any technical background. I believed what Keith Benjamine saw, DCLK and NETG serving the e ad industry through different ends. Therefore, there are times I do believe the rumor that DCLK will buy NETG. I don't understand why there are so many people bashing e ad industry. I visit many boards, and DCLK & NETG are the worst. I don't know what kind of people buying into this industry that they have to beat on this industry so much. So what no one clikcs on banner ads. Does anyone look at TV commercial? That is the nature of ad and marketing. As long as there are eyeballs, the business will go on. I am not a techinical person. I don't know where this stock will go. All I know is if I sell now, that's called panic selling. And if I do that, I will be the biggest looser. If I think the fundamentals have changed and want to sell, I will at least wait for the next earning speculation. Though I have to admit, it's hard to sit through the tough time.