David Cancel, the CEO of Compete Inc revealed at the Open Data 2007 conference that (some) ISPs are selling so called clickstream data of their users to marketing companies like Compete Inc. Clickstream data refers to the sequence of websites visited including the time that the sites were viewed. This is however not all the information that the companies receive. They surely analyze the user base of the ISPs that are selling the clickstream data which can be used to create complex marketing strategies for certain states or even regions in the United States.
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