Vertro's New App Strategy a Game Changer?
John Gilliam submits:
Vertro (VTRO) has introduced a new App Store and AppBar strategy for its ALOT.com business that we believe will allow the company to earn significantly more revenue over the average ALOT user's lifetime. The company has built a very strong and growing business by offering a toolbar that historically has generated an average of about $1.50 - $1.60 for each user that cost the company an average of approximately $1 to acquire. We believe that the cost to acquire appbar users and operate the appbar service will not be materially different from the cost to operate and market the legacy ALOT toolbars, but the revenue stream produced over its installed lifetime could increase dramatically. Vertro's ALOT monetizes its Appbar service through search results and sponsored listings provided by Google (
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