I like the premise of this thread (KTWO vs. DCLK), but there's also
another KTWO thread just started today. Recommend they be
combined.
A quick comparison of KTWO vs. DCLK shows that the companies
are remarkably similar (proportionately) in their financials. Double
Click is significantly larger than KTWO:
Last 12 Months KTWO DCLK
Revenue $8,397M 30,597
Net Loss (1,703) (8,356)
Loss per Share (0.46) (0.56)
Cash, etc. 2,242 8,546
Current Assets 4,200 19,391
Curr. Liabilities 1,500 11,879
Stkhldr's Equity 4,100 9,400
LT Debt 400 -0-
On March 27, 1998 I posted on the DCLK thread that Alta Vista is
rapidly losing market share, and DCLK derives 43% of their sales
from Alta Vista. No one on the thread responded to the post.
On the other hand, DCLK seems to have other products to market
(e.g., DART technology) that KTWO does not. Also, visiting KTWO's
web page was an underwhelming experience personally. For a firm
ostensibly in the advertising field, they do a poor job marketing
themselves IMHO. Nevertheless, they seem to be growing their
business proportionate with DCLK's growth rate without DCLK's
major problem of one big (slipping) customer accounting for nearly
half of their annual revenues. In other words, KTWO's economic
base seems to be much more diverse than DCLK's.
I sold my DCLK last week when I read the unsettling news of Alta
Vista losing market share. I plan to take an initial position in KTWO
tomorrow. Thanks to both thread originators for bringing this unique
stock to my attention. |
