TrendAlert: Outsell 60(SM) Evidence Of Recession And Recovery In The Information Content Industry

Outsell 60 Company Monitor companies' core revenue declined two quarters in a row

- 01Q4 and 02Q1. In economic terms, that's a recession. Through the second quarter of 2002, the market value of the Outsell 60 has declined 56 percent from its peak in the fourth quarter of 1999. In July 2002, the market value declined another 12 percent. The trough seems never-ending. Content growth seems dead. Outsell believes that growth of the Information Content Industry is not dead and that the behavior of content industry revenue can be understood and even predicted within the framework of economic business cycles. This Briefing provides a business cycle analysis of recent Information Content industry data and shows that the content industry's recession is over and that recovery may be on the way.