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Technology Stocks : DoubleClick Inc (DCLK)

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To: Susan G who wrote (2533)	7/29/1999 1:22:00 PM
From: Troy Nolan	Read Replies (1) of 2902

Hey Gang, I've been thinking, and have a question ... Assumption: DCLK's general model is based on being able to serve, track, and sell banner ad's .... and as of now they (at least in my mind) are "best of breed" in this reguard. Question: How much do you think they will be hurt by the new pyramid advertising sales companies?? like alladvantage.com and gotoworld.com. These companies can guarentee ad viewage .. not just have prime placement on good sites ... they have tracking and reporting abilities and people WANT to look at ads .... Just some thoughts ... any responses welcome .... Vol Disclosure: I am long DCLK and a member of both alladvantage and gotoworld.com Troy.

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