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Programatic data analysis will improve the ad streaming means ads can be individualized for each user. No more repeating ads of no relevance.

Just my opinion...but entire industries are being built up around these concepts...just a matter of time.

I think you and I may be a bit lonely in the TTD bandwagon amongst Saul/NPI posters.

I looked back at Bear's thoughts after the last quarter. His point about the huge growth rates being off a small base are legit, of course, but you have to pass through a small base on the way from zero to a new market. His point about operating margins could be a decent one, but if the investments made into R&D and SG&A that played into the operating profit growing slower than revenue prove to be worthwhile, the short-term margins could prove irrelevant for the long run.
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