The Ratigan Report - Digital Revolution


“Fast Money’s” coverage of the digital revolution turns attention to a former internet darling, currently attempting a comeback. Dylan Ratigan reveals which company is looking to steal the spotlight and how it plans to take center stage.

In the Ratigan Report, Dylan takes an in-depth look at AOL (TWX).

Dylan says AOL held it's first ever upfront presentation for advertisers Tuesday - as the company seeks to claw its way back atop the digital landscape. Key to that plan is delivering content. And who better to do that than Randy Falco, the former #2 at NBC. Dylan spoke to him in his first interview since taking the reins.

Dylan asks how running an upfront for AOL is different from an upfront for NBC?

Mr. Falco explains he’s not trying to sell 80% of his inventory like he did at NBC. Instead he’s trying to convince advertisers that money spent on-line is efficient and it’s where the eyeballs are going.

Dylan asks if money spent on digital platforms comes at the expense of other media?

Mr. Falco replies yes. Money is moving out of print and into the internet. And the next “victim” of old media he predicts, will be radio.

Dylan asks if the internet will replace cable TV?

Mr. Falco says he’s not sure. He thinks video on cable will be the traditional way people watch video. He adds the people who use video on the web typically want to share those images.

After the interview Eric Bolling says again, it’s all about content.

Tim Strazzini adds two years ago Yahoo! (YHOO) wanted to produce original shows exclusively for their web site, but so far they haven't been able to deliver.

Jeff Macke tells Tim it’s inevitable - it’s only a matter of when.


Questions? Comments?

Trader disclosure:
On APR 17, 2007, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders. Strazzini Owns (CAH), (EWG), (IBM), (WMT), (YHOO) (USG); Bolling Owns (NMX), Gold, Silver, Corn, Bolling Is Short Soybeans