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Technology Stocks : DoubleClick Inc (DCLK)
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To: Robert Einstein who wrote (659)1/26/1999 3:08:00 AM
From: SteveG  Read Replies (1) of 2902
 
<..Neither side can terminate the agreement..>

I'm long DCLK bigtime, but are you sure about this? I know their last Alta-Vista contract allowed termination by either party with 90 days.

At SOME point down the road it won't matter that much - the AltaVista margins are not that great. Their contribution should be down to 40% of revenues by YE99, and down to at LEAST 35% by YE2000.

Great compilation, Robert. I'll post SSB, DLJ and BTAB recent research reports when I get a chance. The future looks VERY bright as internet ad budgets are really just barely beginning.
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