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Strategies & Market Trends : Rande Is . . . HOME
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To: Bob Z who wrote (8646)6/24/1999 6:46:00 PM
From: Rande Is  Read Replies (3) of 57584
 
DCLK: Excellent work, Bob Z. That is precisely what we need to make our decisions. We have a year and a half of Alta Vista revs. . . unless the following clause occurs: subject to prior termination in certain limited circumstances

So what are these certain limited circumstances? Could CMGI find a way to impose them for the purpose of taking the revs from DCLK and passing them on to AdSmart? If so, it would no doubt cause a big lawsuit from DCLK.

Also, DCLK shows that their reliance on AltaVista from first quarter 98 to first quarter 99 decreased in half. That is good. I would suspect that reducing this reliance is a top priority for DCLK. . .as it would be for management of any firm finding themselves in such a lopsided revenue stream.

So my feeling is that rather than FEAR CMGI stealing away the AltaVista account. . . I plan on going back into DCLK until the deal comes close to finalization. . . . jump out to see what happens, then when sufficient time elapses after finalization. . . jump back in. Why so much trouble for one stock? Because they are the undisputed leader of internet advertising revenues. . . and that sector is seeing tremendous growth. . . .again. . .we bend over backwards for the leaders. . . .

However, hedging the DCLK play with some TFSM and ADFC may not be such a bad idea.

Rande Is
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