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Technology Stocks : DoubleClick Inc (DCLK)

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To: zalesky who wrote (720)	2/9/1999 1:27:00 AM
From: Sanjay Varma	Read Replies (1) of 2902

And may I also wish everyone good luck! I started following the internt advertising stocks a few weeks ago because I think they have a surefire business model. I read that advertising spending rose 10% in 1998-- of course internet ad spending is growing far more rapidly. It makes so much sense to outsource advertising, that DCLK will likely experience huge growth in revenue this year. Their chief competition is located in S.F., while DCLK is in New York. This is also in DCLK's favor, since New York has far more Fortune 500 companies. I'm waiting for the stock to find a new base before I buy in. It is of no concern when analysts say the "internet sector is out of favor," because this is a gross generalization. What will happen is the old favorites (portals, online merchants) will spend the year consolidating their business and growing into their exessive valuations. But there are plenty of new internet business models which will soar in 1999. In addition to internet advertising, I am also positive about MP3 stocks. Cheers, Sanjay

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