Internet Business Share Discussion Threads

[aleman] 01/6/2007 09:56

Thanks, andnmand.

Won't we hit 100,000 affiliates around the same time? (Remembering of course that only a minority of them produce most of the revenue.) Most companies would hype this, perhaps as part of a trading update, to raise the company profile.

[hirschnathan] 31/5/2007 23:56

by Jan we should hit 1000 merchants, that will be a major milestone.

[andnmand] 31/5/2007 21:58

Updated merchant numbers for the end of May (assuming they don't add any more tonight). The spanish merchants are included in the euro number   UK USA EURO Total OUT IN CHANGE Feb-06 482 82 12 576 19 50 31 Mar-06 502 88 12 602 19 45 26 Apr-06 527 95 13 635 14 47 33 May-06 532 100 15 647 31 43 12 Jun-06 540 102 15 657 28 38 10 Jul-06 543 116 16 675 26 44 18 Aug-06 556 124 16 696 26 47 21 Sep-06 555 129 17 701 24 29 5 Oct-06 571 142 18 731 25 55 30 Nov-06 590 149 19 758 33 60 27 Dec-06 602 151 20 773 10 25 15 Jan-07 611 155 22 788 26 41 15 Feb-07 620 161 24 805 22 39 17 Mar-07 623 158 24 805 50 50 0 Apr-07 635 158 28 821 28 44 16 May-07 642 168 31 841 32 52 20  

[lord buffett] 31/5/2007 17:00

Probably, but there's also a bunch of new UK ones posted today which missed yesterday's newsletter, so that'll probably add a few more to the count!

[aleman] 31/5/2007 16:52

I did say I had got fed up of posting them all. What about the Spanish ones? Would that be double counting European ones?

[lord buffett] 31/5/2007 16:36

According to recent affiliate newsletters from AF UK and AF US for May:

UK (from weekly newsletters):
W/E 09/5 = 7 in, 4 out
W/E 16/5 = 3 in, 1 out
W/E 23/5 = 6 in, 1 out
W/E 30/5 = 6 in, 1 out
Total.. = 22 in, 7 out

US (from monthly newsletter): 17 in, 4 out

EU: + a couple

In summary, about 43 in and 11 out = net gain of about 32 merchants in May (approx).

(andnmand will give us the definitive numbers in a couple of days or so, I expect.)

[hirschnathan] 31/5/2007 16:21

not that many

[bonio10000] 31/5/2007 16:03

how many leaving?

[hirschnathan] 31/5/2007 15:59

its amazing how many new merchats are signing up with af, at this rate we will shortly outbeat all the others

[bonio10000] 31/5/2007 10:15

Bought some more yesterday - time for them to fall then.

;-)

[niggle] 31/5/2007 10:09

Hello!Hello!Hello!

[niggle] 31/5/2007 10:08

Is there anybody there?

[hirschnathan] 30/5/2007 10:43

steps too steep, need an escalator

[lord buffett] 29/5/2007 16:49

O/T

valuestar

No, can't go unfortunately, but would have done if possible.

Carmen's and Alice will probably be there though, so should be some good questions/answers.

Would appreciate some feedback though if you can find the time.

Cheers

[aleman] 29/5/2007 09:57

The Federal Trade Commission has opened a preliminary antitrust investigation into Google's planned $3.1bn purchase of the online advertising company DoubleClick, an industry executive briefed on the agency's plans said on Monday.

[valustar1] 29/5/2007 08:33

Hi L Buffett

Are you going to the LNG AGM tomorrow, if so see you there

[lord buffett] 29/5/2007 08:08

hirsch

I'm not suggesting that others don't have good technology or some things that AF don't, or that AF will invent/pioneer stuff before/instead of others in the future - they don't need to.

You have to put AF into context and not expect them to rule the world... well not just yet, anyway.

The most important thing for me, and their affiliates, is that the tracking technology they use is bullet-proof as that ensures everyone gets paid for their efforts.

Also that they back a few of the best horses, which they have consistently done; e.g. they were the first affiliate network to implement/support Google Checkout I believe.

They clearly don't have the resources to do everything, past, present or future, but they don't need to do that to be very profitable. As for 'risking' anything I don't really want them to, but that's just my personal view.

[hirschnathan] 28/5/2007 23:19

Lb

I dont know if that is correct, some others have come up with some very smart technology. I agree in the travel sector af are superb but everything is trial and error. For eg awindow have a very smart shop window, paidonresults a very smart banner thingy.
Ibg cant cope with everything at once, they have a massive list of things to do, I imagine with more cash ibg could risk expanding the tech team for the potential.

[lord buffett] 28/5/2007 23:10

hirsch

AF have the best technology - they're visionary, create it in house and tend to be ahead of the field, they don't buy it in... unless you meant that those competitors' cash will be used to buy IBG['s technology]; in which case I may be inclined to agree with you!

[hirschnathan] 28/5/2007 12:43

Online advertising up 47%
However, the press sector as a whole declined by 2.7%.

-------------------------
Online sales to triple over next 5 years

[hirschnathan] 28/5/2007 12:28

Lb

Of course the company can grow, but if competitors have more cash to expand with better technology, then af will be left behind

[niggle] 28/5/2007 09:49

Stemis, You sound confused, most of your predictions are for a lower share price!

[lord buffett] 28/5/2007 09:11

hirsch

I don't think that IBG had decided (or ruled-out) anything, re the strategic review; they simply thought it was time to review their options going forward.

If a number of parties have shown interest in IBG and an auction has developed, there is nothing to say that Maz has to go down that route if the price is not right.

The only important thing is that the company continues to grow and prosper - the rest of the story will fall into place as and when it's ready to do so, whether that's next week, next month or next year.

[hirschnathan] 28/5/2007 00:52

The company, headed by Maziar Darvish, announced a strategic review in late April which is believed to have turned into an auction, run by advisers Altium.

If its true it would be interesting, because the guys at the agm seemed to think that maz was going to look for a buyer