Amazon.com, Inc. (AMZN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 222.65

0.0%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Harmond who wrote (64955)	6/27/1999 11:21:00 PM
From: Robert Rose	Read Replies (1) of 164684

re: dclk. I know the arguments about AV being a declining portion of dclk's revenues and there being a 3-year agreement to maintain the current AV/dclk arrangement, but cmgi buying AV will certainly impact dclk's stock price short-term, and is certainly something of a revenue loss for dclk long-term. (In case you don't know, cmgi's Adsmart and perhaps it's MSGI compete against dclk. Thus, given cmgi's keiritsu (sp?) approach, they would use Adsmart and/or MSGI instead of AV when they get the chance.) Given that I am finding lots of reasons to increase my positions in gnet, but still want to remain cash-positive, if I can find an FA reason to sell a stock, I will jump at the chance. dclk is such as stock for me, as were etys and ebay recently.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next