Mr Gordon: The 50m number was directly from adconion. Either way, impressive nonetheless. As for the WSJ post, thanks for pointing that out to me. I did notice its print article by Emily Steel that come out on the same day that I published this. If you haven’t seen it have a look. It predicts doom and gloom in the ad industry based on the death of two poorly run valley start ups. I 100% disagree with the author’s argument and it goes against its own blog post you pointed out. Consistency consistency.

Mr. Broomfield: I agree completely agree. So when can we expect to see Veeple on the block? 🙂

Thanks for reading,

Thomas Rasmussen
thomas.rasmussen@the451group.com
415-989-1555 ext 128

What we are seeing here is a classic transition. Once a market is proven, the larger, more established companies begin to swallow the smaller, more innovative. They, then, use their distribution mass to scale into the opportunity. Look for more of the same with acceleration in 2009.

Interesting post. The Wall Street Journal had similar thoughts about many of the networks you mention being M&A targets: http://blogs.wsj.com/biztech/2008/10/28/ad-networks-for-sale/

I work with Adconion, which as you noted is the independent global network with a large international reach, and wanted to point out that according to the most recent comScore rankings Adconion reaches over 122 million uniques in the U.S. More info here: http://www.marketwatch.com/news/story/comscore-media-metrix-ranks-top/story.aspx?guid={4AAB2D7A-8CBE-4F5A-AD4D-F591ABA4DB33}&dist=hppr

Thanks for your observations on the space!