ESVS vs DCLK Message Board

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Technology Stocks : ESVS vs DCLK

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Mar 7 3:00 PM EDT

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To: Thomas E. Harlow who wrote (705)	7/17/1998 7:06:00 AM
From: stephanie manuel	Read Replies (1) of 717

I think that DoubleClick is the best player in the space, but I don't think the space is so hot. What I mean to say is that I think eventually part of their business will go away as other players get bigger and use their own sales force to sell advertising. If it doesn't go away, it is still not a high margin business and people (from what I have heard, institutions especially) do not understand their story. If they shed that part of the business and just focused on DART(the technology that they outsource that makes it possible to deliver a targeted ad to a website) I think that they would do alot better as it carries an 85% gross margin and people would understand what they do.

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