Re: [CANSLIM] The Marketing sector

From: Ian <ianstm@shaw.ca>
Subject: Re: [CANSLIM] The Marketing sector
Date: Fri, 15 Feb 2002 20:38:08 -0800
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I was thinking more along the lines of companies that you hire to outsource your marketing for you - direct mail, mass email, targeted campaigns etc.. But the companies you listed seem to be connected - I see that OVER is doing exceptionlly well.

Ian
  ----- Original Message ----- 
  From: Katherine Malm 
  To: canslim@lists.xmission.com 
  Sent: Friday, February 15, 2002 12:58 PM
  Subject: Re: [CANSLIM] The Marketing sector


  Hi Ian,

  Are you talking about companies like OVER, LOOK, YHOO, ASKJ, DCLK, INKT (the non-caching parts of the business)?

  Katherine
    ----- Original Message ----- 
    From: Ian 
    To: canslim@lists.xmission.com 
    Sent: Friday, February 15, 2002 10:42 AM
    Subject: [CANSLIM] The Marketing sector


    Hi all:

    I have noticed that the small marketing companies that I follow have had
    very good operating results lately. Logically, it makes sense to me that
    these companies would be outperforming at this part of the economic cycle.

    I have no idea if 'marketing' is a trackable sector or not, but I would be
    curious if anyone has access to tools that show how the sector is doing, and
    who its segment leaders are.

    Thanks,

    Ian




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<DIV><FONT size=2>I was thinking more along the lines of companies that you hire 
to outsource your marketing for you - direct mail, mass email, targeted 
campaigns etc.. But the companies you listed seem to be connected - I see that 
OVER is doing exceptionlly well.</FONT></DIV>
<DIV>&nbsp;</DIV>
<DIV><FONT size=2>Ian</FONT></DIV>
<BLOCKQUOTE 
style="BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-RIGHT: 0px">
  <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
  <DIV 
  style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> 
  <A href="mailto:kmalm@earthlink.net" title=kmalm@earthlink.net>Katherine 
  Malm</A> </DIV>
  <DIV style="FONT: 10pt arial"><B>To:</B> <A 
  href="mailto:canslim@lists.xmission.com" 
  title=canslim@lists.xmission.com>canslim@lists.xmission.com</A> </DIV>
  <DIV style="FONT: 10pt arial"><B>Sent:</B> Friday, February 15, 2002 12:58 
  PM</DIV>
  <DIV style="FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] The Marketing 
  sector</DIV>
  <DIV><BR></DIV>
  <DIV>Hi Ian,</DIV>
  <DIV>&nbsp;</DIV>
  <DIV>Are you talking about companies like OVER, LOOK, YHOO, ASKJ, DCLK, INKT 
  (the non-caching parts of the business)?</DIV>
  <DIV>&nbsp;</DIV>
  <DIV>Katherine</DIV>
  <BLOCKQUOTE 
  style="BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-RIGHT: 0px">
    <DIV style="FONT: 10pt arial">----- Original Message ----- </DIV>
    <DIV 
    style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B> 
    <A href="mailto:ianstm@shaw.ca" title=ianstm@shaw.ca>Ian</A> </DIV>
    <DIV style="FONT: 10pt arial"><B>To:</B> <A 
    href="mailto:canslim@lists.xmission.com" 
    title=canslim@lists.xmission.com>canslim@lists.xmission.com</A> </DIV>
    <DIV style="FONT: 10pt arial"><B>Sent:</B> Friday, February 15, 2002 10:42 
    AM</DIV>
    <DIV style="FONT: 10pt arial"><B>Subject:</B> [CANSLIM] The Marketing 
    sector</DIV>
    <DIV><BR></DIV>Hi all:<BR><BR>I have noticed that the small marketing 
    companies that I follow have had<BR>very good operating results lately. 
    Logically, it makes sense to me that<BR>these companies would be 
    outperforming at this part of the economic cycle.<BR><BR>I have no idea if 
    'marketing' is a trackable sector or not, but I would be<BR>curious if 
    anyone has access to tools that show how the sector is doing, and<BR>who its 
    segment leaders are.<BR><BR>Thanks,<BR><BR>Ian<BR><BR><BR><BR><BR>-<BR>-To 
    subscribe/unsubscribe, email "<A 
    href="mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In the 
    email body, write "subscribe canslim" or<BR>-"unsubscribe canslim".&nbsp; Do 
    not use quotes in your email.</BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>

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