Some might see 5 weeks vacation as wretchedly excessive, but man it feels good.. I think tuning out and changing gears like that adds years to your life. The pause has given me time to reflect and grow as a person. I think I’m going to slow down a bit.. Tippy-toe back into blogging.. Ease my tired fingers back into typing and see where the spirit moves me. I don’t think I’ll comment on your comments as much.. Please don’t take offense to this, but by not speaking to each comment it will give me more time to write better stuff and to relax outside of work – Something we all need to do more of.
So 5 weeks later a lot has changed.. And at the same time, reading this story shows me how little has changed — and how little it is likely to change over the next 18 months. People are still figuring this space out, one person at a time. Every day while traveling I saw domain-related blog posts about old stories, written by people just getting that "Ah-ha" moment.. If you’re a savvy domainer constantly trolling forums and news sites for the first glimmer of info about this space, then expect to be bored by a lot more stories like this in future.
I met a lot of deal makers on the road and did some reading about the financial markets. Those folks taught me that domain portfolios of today will get sliced, diced, levered and sold for much more money in future. They will get financed by the same bankers, covered by the same analysts, rated by the same agencies. Only the dollars and quantities will change. More money for fewer names is the future I envision.
Some of this is due to inflation, some due to industry growth, but domain names are going-up .. I firmly believe this to be so. It’s the way of the world I suppose. Low interest rates lead to a real estate bubble which corrects as rates rise, which causes existing mortgage holders to default and debt markets to unravel… Which causes lower rates as scared bankers cut rates. The cycle always repeats in a world where few central bankers have the courage to let the market burn the forest to regrow in a healthier way.. Money keeps getting cheaper.. The new 1 million is 3 million or 5 million.
It’s the printing presses that keep churning out the Benjamins and make us all feel richer. Only you can’t buy as much good stuff with the money.
The domain name business has not historically ridden along on this bubble train. Now, in 2007, as "good looking" names without traffic have begun to get inflated and feel bubblish, the names that generate free-cashflow through type-in traffic are unfairly underpriced. It just doesn’t add-up that names which "look cool" but make "no money" get equal or greater step-ups in relative valuation as those which carry the freight and pay the renewals in a portfolio.
I expect to see another leg-up in name valuations late this year or early in 2008 as PPC advertising pay rates firm and as existing ad networks try to grow their own revenues by syndicating incremental advertising formats (syndicated rich media which they sell at premium rates). Those ad pay-rates and a general realization by the man on the street that a high quality domain represents a "storefront", are going to make generic type-in traffic domain names much, much more valuable going forward. The sniff is out and generic defensible names are going to thrive in the months and years ahead. Even if those names only get a trickle of daily type-in visits.
That’s what I see anyway (You could say I’m biased 
.
Reading domain related posts like this one and obsessing about daily domain name related news bites is a bit like watching a hurricane. We all have a vested interest in seeing where the storm will go, monitoring the minuscia, the trivialities. Looking for signals about the tempest’s heading gives us a feeling of control..
Well this vacation has taught me that we are early in the earliest sense. New Internets may come, higher renewal prices may come, more rules may come, but domain names, (an address on the Internet) will be required long after you and I turn to dust. This storm is going to favor you if you own generic defensible names. The Internet is not going away, Trademark interests will try to over-reach, but they can’t reverse the laws of gravity or trademark caselaw. Mark Cuban can dance on it’s grave and proclaim the Internet dead, then go back to watching HDTV; but when Mark’s kids get news in the future, when they shop for real estate, when they look for directions, when they write a letter to someone, when they pay a bill, when they wire money.. the Internet is how they will do it… and the site they "do it at" will need to have some kind of address.
I am betting that more often than not, that address will be a .com or the CC tld of the Country in which you reside. This perpetual motion machine of brand reinforcement will keep .com names valuable for a very very long time, providing the registry doesn’t screw it up by pricing the space punitively .. we’ll have to wait and see on that.
Quite a mishmash of subjects.. not a lot of direction in this post.. just some venting (some of which you’ve heard before) as I limber up my fingers and get back to work.
Have a great autumn friends.
Welcome back Frank.
It has been a long 5 weeks, but yes you are right, the business is about effecting life-style changes.
welcome back!!
Great to see you back Frank. Bit of a kiss arse comment of me hear, but I love reading your blog because many of the posts are both big picture oriented and defy conventional wisdom.
Great to see your back to blogging Frank. Wasn’t the same without you!
Good to have you back, Frank.
Welcome back Frank! Nice post too…
Roland
Chief Editor
DomainNews.com
Glad your back. I hope you got some much needed R&R. I think the domain world has missed your take on the world according to Frank, I have.
Awesome speech at the Domain Roundtable. You were incredibly inspiring to newbies in the industry like me. I wrote an article about the conference…you can read it here: http://www.searchengineguide.com/mintz/010541.html
Welcome back and I hope your house didn’t get hurt by the hurricane.
Glad you had a good time away, must be eye opening to see how early we are in the real world. I yesterday spent some time with a Tennis couch who is getting into Real Estate and mentioned domain names, and he had no clue what I was talking about (by the time I left he was all ears of course).
Long way to go indeed, but we’re getting there, one person at a time.
Welcome back!
Cheers
Sahar
Welcome back Frank, Great speech at the Roundtable. Inspiring & informative.
Learnt alot from you, thanks! “Basics 101 =$$$”
Generic defensible!! Right on target, as in eMall.ca win for CheapTickets.ca & Cheap Ticket trademark stricken from the record for a “descriptive” item.
That’s a great victory for Generic Names!
You gotta love that!
Regards,
Frank R
Great mishmash of words!
Welcome back, Frank.
josh/
Swerve
welcome back frankie boy.. we missed ya..
“then expect to be bored by a lot more stories like this in future.”
Please, bore away Frank. Great to seeya back.
Good to see you back Frank.
Welcome back Frank. I guess our time at Seven Mile rehab is now over, and much like the multi-tripping celebutantes, we can now resume our addictions in proper fashion. We missed you like a Republican misses kink!
Cameron
Frank,
Your thoughts are like a compass leading the way on an expedition. You bring a sense of comfort in which way to go.
Glad to see you back.
God, I think I am going to be a bit of a contrarian here.
I am not sure why, but you seem to have too many followers that have you idealized or something.
So, I am going to be honest and tell you what I think, even if politically incorrect:
I didn’t like your keynote speech. It was not inspiring to me, and I feel that you must be a much better speaker when you prepare your speeches. It seemed that you where going in all directions at once, and I didn’t see as much substance in it, or at least not as much as I expected to see knowing you from your posts here.
In fact, I remember that I thought that the one in that speech and the one who writes this blog are different individuals!
I was not technically impressed, but I understand that a newbie can be.
I didn’t like your audience either. I consider you an important enough figure in the domain world as not to be speaking when other people are eating. Don’t you deserve full attention? Come on…I think so!
In any case, and even acknowledging that I didnt’ like your speech, I congratulate you for the blog and welcome you back!
I am sure that my “harsh” comment won’t offend such a smart person. But if it does, don’t worry, you seem to have too many people around anyway that will tell you that you are perfect all the time.
And this is dangerous. Watch out!
I am not your friend, but I expect of my friends to be objective and tell me when they disagree with me too.
Too many great leaders in all spheres of life come down because they start to believe their own hype, from those around them.
One thing that seems good about you is that you still seem approachable (the other thing I commented with my domainer friend you do well is to use your money to live a high quality life. That’s certainly smart too)
In any case, I hope to keep on learning from you and others as always…
Regards from England
Javier Marti
Trendirama.com
PS/ regarding your post: the bubble about “nice names” without traffic is just that, a bubble. Harder economic times are ahead and only the most profitable domains will command top prices. , In my opinion, the “bubble” in the domain world runs parallel to the economy and will correct itself.
Apart from that, it is the first time that I hear you talking about macro-events that affect the domain world, and that’s great, because I see domainers like living too much in their little world, disregarding the big picture (economy, social trends, technology trends), and that’s pretty worrying…
Mark Cuban mean to say the Internet was dead without you. Now that you are back, he might rethink his position. Welcome home!
Owen
ORANJESTAD, Aruba – Felix rapidly strengthened into a dangerous Category 5 hurricane and churned through the Caribbean Sea on a path toward Central America, where forecasters said it could make landfall as “potentially catastrophic” storm.
Felix was packing winds of up to 165 mph as it headed west, according to the U.S. National Hurricane Center. It was projected to skirt Honduras’ coastline on Tuesday before slamming into Belize on Wednesday.
“As it stands, we’re still thinking that it will be a potentially catastrophic system in the early portions of this week, Tuesday evening, possibly affecting Honduras and then toward the coast of Belize,” said Dave Roberts, a hurricane specialist at the center in Miami.
Welcome back Frank! Your return marks kind of a unfortunate event: Summer 2007 is over.
I’m always kind of sad to watch my kids walk down the driveway to catch the bus on the first day of school.
http://www.forumgarden.com/forums/attachment.php?attachmentid=17005&d=1188918204
It does, however, herald the fact that traffic is beginning to ramp again and that we have an exciting year ahead of us.
***FS*** So true sir.
Algunos de ellos era: comer regularmente copos de maíz (lo dijo el médico apellidado Kellogg, duen~o de la famosa marca), guantes ásperos, aparatos especiales que impedían acceder a los genitales, descargas eléctricas, tratar los genitales con ortigas, o extirparlos quirúrgicamen.[url=http://www.artengine.be/chat-web-cam/chat web cam[/url] Este autor no sólo sen~aló que la masturbación era común en los hombres, sino que también se trataba de una práctica habitual en las mujeres de todas las edades.[url=http://www.artengine.be/cam-de-sexo-gratis/cam de sexo gratis[/url] Permite además a la persona que penetra jugar con los genitales de su compan~e.[url=http://www.artengine.be/mom-spy-cam/mom spy cam[/url] vulación: A mitad del ciclo, la testosterona aumenta y desata el impulso sexual.[url=http://www.artengine.be/chat-ciber-sexo/chat ciber sexo[/url] Modernamente se entiende por pornografia un conjunto de materiales, imágenes o reproducciones de la rea
lización de actos sexuales con el fin de provocar la excitación sexual del recept.[url=http://www.artengine.be/webcams-pilladas/webcams pilladas[/url] Tiempo después se intentó destruir este material, pero Jules Jarnes -otro funcionario policíaco- sería el encargado de salvaguardar este material en pos de la ciencia, realizando un exhaustivo trabajo de clasificaci.[url=http://www.artengine.be/sexo-con-cam/sexo con cam[/url] Además de sen~alar que el orgasmo múltiple era un fenómeno frecuente entre ell.[url=http://www.artengine.be/webcam-comunitatvalenciana-com/webcam comunitatvalenciana com[/url] Pero recién en la década de 1970 se inició la producción sistemática con fines comerciales.[url=http://www.artengine.be/webcams-de-chicas-gratis/webcams de chicas gratis[/url] Por esta razón he tomado la decisión de escribir relatos explicando mis propias vivencias.[url=http://www.artengine.be/estudiante-webcam-sexo/estudiante webcam sexo[/url] Supongo que algunos de los relatos que he leído son ficticios a pesar de que indicaban que eran reales.[url=http://www.artengine.be/video-webcam-chica/video webcam chica[/url] Cuatro letras para fo
rmar una palabra que encierra un concepto humano muy complejo.[url=http://www.artengine.be/porno-webcam/porno webcam[/url] in embargo la vida de los homosexuales se diferencia en varios aspectos de la vida de los heterosexuales, pero éstas diferencias se deben en la mayoría de los casos al enfoque que le da la socied.[url=http://www.artengine.be/girls-on-webcam/girls on webcam[/url] os hombres deben prestar especial atención a los testícul.[url=http://www.artengine.be/webcam-gratis-vivo-directo/webcam gratis vivo directo[/url] La mitad de estas últimas no emplean los dedos para masturbarse, sino que se frotan contra una almohada, el rebujo de las sábanas o montando algún peluc.[url=http://www.artengine.be/chica-webcam-espana/chica webcam espana[/url] La inserción de juguetes sexuales en el ano también se considera sexo an.[url=http://www.artengine.be/fotos-de-webcams/fotos de webcams[/url] Otra cosa que también aviva l
a pasión es la imaginación, porque les produce múltiples fantasías que los llenarán de goce, emociones y satisfacción extre.[url=http://www.artengine.be/amateur-college-webcam/amateur college webcam[/url] a masturbación anal es la autoestimulación enfocada en el área del ano.[url=http://www.artengine.be/hidden-cam-hot/hidden cam hot[/url] or otra parte, su historieta Ponnette, una obra personal y artesanal, que ella misma financió y distribuye, muy est
imada por los conocedores, se ha transformado en pieza de coleccionista.[url=http://www.artengine.be/webcams-gran-canaria/webcams gran canaria[/url] elatos eroticos, follando con su hija, mi hija y su padre, relatos eroticos gra.[url=http://www.artengine.be/webcams-tenerife/webcams tenerife[/url] Como el sexo es más amplio que la penetración en sí, hay muchas formas de dar y obtener placer.[url=http://www.artengine.be/webcam-com-akinkygirl/webcam com akinkygirl[/url] La utilidad jurídica del archivo fotográfico de Vidocq, al que podríamos llamar jurídico-sexual, no sirvió tanto como registro jurídico, sino como registro antropológi.[url=http://www.artengine.be/video-chat-webcam-gratis/video chat webcam gratis[/url] En el desarrollo de la pornografía en Brasil tuvieron mucho que ver las características culturales de la sociedad brasilen~a, donde la sexualidad es mucho más aceptada y comentada que en el caso de sus vecinos hispanoparlantes.[url=http://www.artengine.be/video-erotico-cam/video erotico cam[/url] El activo eleva verticalmente una o las dos piernas de su compan~ero.[url=http://www.artengine.be/foto-webcam/foto webcam[/url] a fotografía nace cuestionada, pues pareciera que cualquier dispositivo que ofrezca la posibilidad de acercarse a la realidad, apropiándosela, contuviera en sus raíces el mal.[url=http://www.artengine.be/free-sex-cam/free sex cam[/url] En general, la masturbación constituye la primera experiencia sexual.[url=http://w
ww.artengine.be/live-webcam-chippenham/]live webcam chippenham[/url] al especialista Pedro Calleja.[url=http://www.artengine.be/wvw-cam-gt-vg/wvw cam gt vg[/url] El médico de la mujer constituye la persona más indicada para ofrecerle respuestas claras acerca de las relaciones sexuales durante este perio.[url=http://www.artengine.be/webcams-espanol/webcams espanol[/url] No resulta fácil saber cuántas los emplean.[url=http://www.artengine.be/live-xxx-webcam/live xxx webcam[/url] egún relata en su libro, La mujer desnuda, el antropólogo británico Desmond Morris, además del clítoris y el famoso Punto G, la mujer dispone de otros dos puntos hipersensibles: uno en el exterior de los genitales (el novedoso punto U) y el segundo dentro de la vagina (el punto .[url=http://www.artengine.be/man-cam-free/man cam free[/url] Ernst Gräfenberg la describiera en el an~o 19.[url=http://www.artengine.be/webcam-en-directo/webcam en directo[/url] ogos, melodias, ima
genes, y fondos sexys para tu Mo.[url=http://www.artengine.be/webcam-chica-mensaje-texto/webcam chica mensaje texto[/url] Si el análisis se centra sólo en las mujeres orgásmicas (y lo es el 90% de la población femenina), se encuentra que se masturban entre el 91% y el 99% de ellas, prácticamente tod.[url=http://www.artengine.be/webcam-gratis-sexo/webcam gratis sexo[/url] Desde el inicio de una relación de pareja, hasta el comienzo de una relación sexual.[url=http://www.artengine.be
/chica-aburridas-webcam/]chica aburridas webcam[/url] Las relaciones sexuales satisfacen esa parte de la sexualidad individual que se desea compartir con los demás y la masturbación constituye el refugio que permite satisfacer otras necesidades de intimidad que cada cual se reserva para .[url=http://www.artengine.be/webcam-sex-espanol/webcam sex espanol[/url] Puede también ser visto como expresión de la dominación y sumisión y humillación erót
ica.[url=http://www.artengine.be/contacto-webcam/contacto webcam[/url] n Espan~a esta práctica sexual es coloquialmente llamada de muchas maneras: “por el ojete”, “por el desagüe”, “por el jarapel”, “jarapelización”, entre otr.[url=http://www.artengine.be/webcam-amateur-sex/webcam amateur sex[/url] , fueron inicialmente motivados y puestos a prueba por y para la comercialización de pornograf.[url=http://www.artengine.be/sexo-solo-adulto-webcam/sexo solo ad
ulto webcam[/url] Pues asi es, estas chicas se desnudaran, se masturbaran y haran aquello que les pidas, todo esto en directo y mientras chateas con ellas, haz amistad o liga con ellas.[url=http://www.artengine.be/sexo-con-cam-gratis/sexo con cam gratis[/url] Espero que os gusten.[url=http://www.artengine.be/webcam-porno-caseras/webcam porno caseras[/url] A través de la historia alrededor del mundo y en muchas religiones las mujeres han utilizado el ae pocos riesgos y casi siempre ocurre sin dolor-algunos calambres y un poquito de sangre, parecido a la regla
.[url=http://www.artengine.be/webcam-messenger-sexo/webcam messenger sexo[/url] Esto hace que las personas tímidas a menudo no se atrevan a lanzarse al primer beso.[url=http://www.artengine.be/spycam-locker-room/spycam locker room[/url] ntiguamente conocidas como perversiones sexual.[url=http://www.artengine.be/webcam-girl-nude/webcam girl nude[/url] [ corrija ] los tipos de pornografía aficionada La pornografía verdaderamente aficionada incluye películas caseras pornographic y las fotografías tirad
as por los pares o los individuos para su hospitalidad privada, tan bien como las películas aficionadas creadas para la distribución noncommercial entre amigos.[url=http://www.artengine.be/sexo-x-cam-gratis/sexo x cam gratis[/url] ué es el beso negro o rimm.[url=http://www.artengine.be/webcams-totalmente-gratis/webcams totalmente gratis[/url] Beverly Whipple la denominaron Punto G (G Spot) después que el médico alemán Dr.[url=http://www.artengine.be/cam-xxx-free/cam xxx free[/url] Sin embargo, el ser impotente no significa tener algún tipo de problema, bien sea de fertilidad, eyaculación, de orga
smos o con el funcionamiento sexual.[url=http://www.artengine.be/sala-chat-web-cam/sala chat web cam[/url] Llega un momento en ya no hay nada que oculta.[url=http://www.artengine.be/cam-gratis-xxx/cam gratis xxx[/url] uede suscitar especial rechazo la pornografía en su vertiente más dura, como puede ser aquella que explota el sadismo, el sadomasoquismo, la zoofilia, la necrofilia, el fetichismo o el voyeuris.[url=http://www.artengine.be/webcam-sexo-gratis-chico/webcam sexo gratis chico[/url] El hombre lo obtiene a través de la estimulación de su prósta.[url=http://www.artengine.be/webcam-gratis-vivo-vestidor/webcam gratis vivo vestidor[/url] El problema con tal teoría era que el condicionamiento clásico necesita normalmente muchas repeticiones, pero esta forma requeriría solamente uno.[url=http://www.artengine.be/free-spy-webcam/free spy webcam[/url] En cualquier caso, la penetración que permite esta postura es muy placentera y profunda, siendo el activo quien controla la intensidad de la penetraci.[url=http://www.artengine.be/l
ive-free-webcam-gratis/]live free webcam gratis[/url]