SeekingAlpha.com a publication that goes out to stock investors. In a post entitled “Get Ready To Profit From The ‘Dot-Com Boom 2.0”
The article starts out with the subtitle:
“”Dot-com is so 1990s”
“Starting March 23, the Internet Corporation for Assigned Names and Numbers (ICANN) will increase the availability of Web addresses by assigning some 1,900 domain suffixes, the part of a website address that ends in .com, .org or .net. The project has been five years in the making, but this year looks like the watershed moment for many of the companies that will benefit.
An additional 1,900 domain suffixes represents an increase of 8,600% over the 22 currently in use.
And while the project may not bring tech the valuations seen in the 1990s, it could mean a surge in revenue for some industries in the sector. Specifically, companies in Web registry, search and advertising stand to benefit”.
The post then goes out to call out 4 public companies that the author says is in position to benefit from the big expansion: Verisign (VRSN); Google, Inc (GOOG); Marchex (MCHX) and ValueClick (VCLK).
I’m not sure about how ValueClick got into the story but certainly the author should have included five other public companies that are much more directly positioned to gain from the new gTLD program:
Neustar, Inc (NSR) the back end provider for hundreds of new gTLD applications; Demand Media, Inc. (DMD) which actually applied for over 25 new gTLD’sas a partner with Donuts on over 100 New gTLD applications, is Donuts back end provider and owns Enom.com a top 5 domain name registrar; Web.Com (WWWW) which owns two top 10 domain registrars, Register.com and NetworkSolutions.com and Tucows.com (TCX) which is another top 10 domain registrar and has a few of its own new gTLD applications, Amazon (AMZN) which has over 75 applications would be another new gTLD play.