KTWO vs DCLK Message Board

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Technology Stocks : KTWO vs DCLK

KTWO 27.50

0.0%

Nov 9 4:00 PM EST

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To: Komarov S.M. who wrote (15)	4/25/1998 10:03:00 PM
From: Superhawk	of 16

You wrote that KTWO is highly undervalued with revenues only 3 1/2 times less than DoubleClick, but with a market cap about 30 times less. I agree. The balance sheet and the story on KTWO are excellent. IMHO the story on DCLK is not as good. They continue to derive the majority of their revenues from AltaVista, and AltaVista continues to deteriorate in terms of visitations. Maybe the Street has taken notice, as DCLK's stock has declined significantly during past sessions: chart4.bigcharts.com I sold my position in DCLK a few weeks ago when I read the latest disappointing numbers on AltaVista, and bought into KTWO just before the big run-up. I sold half for a very nice profit, and doubled down again Thursday. Any catalyst (good earnings report, widely circulated story, etc) could propel this issue to proper valuations.

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