LOK looksmart limited

An earlier poster today (I feel) makes a bold assumption or, two...

  1. 2,032 Posts.
    An earlier poster today (I feel) makes a bold assumption or, two about Looksmart, in that:

    < IF Google and Yahoo miss.......does not say much for LOOK's chances.

    Has the sector "topped"? Could well have for some time .......... there appears to be limited growth on the horizon for the sector for now. >

    On the contrary, some would say. And I have to agree.

    "Forrester Research predicts total US online advertising and marketing spending $14.7 billion in overall spend this year, a 23 percent increase over 2004, and that it will almost double by 2010."

    And another, Netimperative recently reported that:

    "The total market online advertising and marketing in the US could reach $26 billion within the next five years as marketers follow the audience onto the Web, according to new research."

    http://www.netimperative.com/2005/05/05/US_ad_spend_shift%20online

    This (poorly researched), poster went on to say:

    < Yahoo and Google have now cited Q3 as being soft.>

    and ......

    < Google has now reported slowing revenue growth.>

    plus ......

    < On a sequential basis, revenue growth slowed to 10 percent in the second quarter from 22 percent in the first quarter. >

    But why ????

    I'm not sure WHEN punters are going to finally learn of what is happening in this space. I have posted pages of information clearly spelling it out. And yet, they still cannot understand the 'shift' that is already occuring.

    I have often remarked on this impending decline of ADS revenues for these BIG Portals although I also figured that it may take another quarter to have a much more 'fuller' impact. But .... Only to be laughed at.

    I have often told of a "paradigm shift" involving publishers & of how advertisors will be spending their dollars in the future years to come. It has been well documented and those interested, will find details within older posts. That Publishers (print media & Magazines) will also be retaining as much of their longstanding (loyal) Advertiser (spend) relationships, but now on their OWN (& partner) sites.

    That Looksmart have many, many NEW partnership arrangements with publishers, has also been well documented. Already results are showing, that what WAS programmed to happen, is now becoming a realisation.

    < For the NY Times Company in Q2, online ad revenues were up 27 percent, while its new property About.com is estimated to have increased ad revenue by 39 percent. >

    And Yahoo & Google ??? - Well, smuggler has advised all, above. Now .....Who's revenue growth that has slowed to 10 percent in the second quarter from 22 percent in the first quarter.???

    LOL !! - If only some could read.

    :)
    LC



 
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