At this early stage in the growth of niche industries such as online ad networks, and the Internet in general, there is still plenty of room for large leaders and niche players. It's not going to happen overnight anyway. I think we have always offered good competition for them and right now there is nothing we will enjoy more than systematically taking business away from DoubleClick. DoubleClick claims it has the ability to do so through its DART technology. While much of the online ad serving industry's consolidation was clear in coming, Moore also admits that he is concerned over how fast this activity has occurred for such a young industry.
Analysts still predict more of the same type of activity going forward.
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