Re: It's Deja Vu all over again

From: Marco Janeczek <marco_at_hoster.ca>
Date: Tue 20 Jul 2004 11:01:05 -0500

You are right. Deja Vu, but in a different sort of way.

What will happen is the following

a) M&A between Search PPC providers. This is because MSN, Yahoo and
Google, will own the market. In order to present a good deal to the
agenecies, you need to have traffic. The only way to have it is
partnerships or (M&A Growth).

b) Yellow Page directories will consolidate (online for sure). In order
to compete against the Googles, which are currently grabbing lots of
PPC media budget. I presume the future of all online yellow pages is a
PPC based model. (That's what I'm going into).

c) There is not much left for AdNetworks. All AdNetworks have snapped
Affiliate based Networks, in order to offer a pay-for-performance based
model. Therefore those that are left ? represent and will reperesent
small audience.

d) I would assume that most Billboard providers (offline) would snap ad
networks (online). But that is to be seen.

e) Dating sites. For sure consolidation there. There are too many of
them, and in a realistic world, only a few providers will be left.

f) International operations. USA based companies will go after Foreign
internet operations. Yahoo has proved this with Kelkoo. FindWhat with
eSpotting, and so on...

I agree M&A will continue to happen. As long as InterActive Corp (Mr.
Diller), keeps snapping and diversifying itself into different internet
markets, valuations will be high. Knowing him from the press, an
entrepreneur such as himself will never slow down.

Marco Janeczek
Crawler.ca
one of a thousand Planet Domains Inc Holdings.





Received on Tue Jul 20 2004 - 11:01:05 CDT