BusinessWeek interviews S&P analyst Scott Kessler who is bullish on certain Internet stocks and believes the dot-com bubble is behind us. The big opportunity, says Kessler, is, are you sitting down, advertising.

Quote:

Amazon is a company whose growth from a top-line perspective is maturing. I’m not the biggest fan of the online-retail model. On the other hand, I’m very enthusiastic about the online-advertising market.

Asked about his picks for the Winter Olympics, Kessler said he thinks Tonya Harding is ready for a come-back.

Moral: If your name is Bizarro, don’t do stupid things.

In a survey of advertisers and marketers by Advertising Age, 50% said they expect a two-year recovery. During times like these, it’s even more important to target marketing dollars to best customers and have the ability to track the effectiveness of those dollars. (My note: think, custom publishing.)

Quote:

The ability to target the client’s best customers was rated an important media attribute by 85% of respondents, followed by the flexibility to negotiate rates to lower costs, which was mentioned by 66%. The ability to document a campaign’s effectiveness and negotiate cross-platform deals was mentioned by 50% …