Poet,thread: couple of ideas
Just popping in. Haven't posted much in a while but I wanted to throw out a couple of ideas, one old and one new. The old one is DCLK which I brought up a couple of months ago. It has done well and I think it is just getting started. The new one is INKT.
First DCLK- Here are a few items to consider:
I think it is safe to say that DCLK is the leader in their niche; namely the internet advertising sector. Below are the market caps and p/s ratio's for the leaders in other online niches. You'll see that at current valuations, DCLK is the least expensive here. In most cases by a heck of alot.
MKT CAP Price/Sales
-- DCLK 1.7 bln 17
EBAY 9.6 bln 180
YHOO 30 bln 160
AMZN 17 bln 27
AOL 74 bln 26
CMGI 4.8 bln 57
BCST 2.35 bln 116
Monday January 11, 10:31 am Eastern Time
Company Press Release
SOURCE: DoubleClick Inc.
DoubleClick DART Delivers Five Billion Ads Worldwide
Milestone Demonstrates DoubleClick's Strength as a High Performance Ad Management Solution
DART is Processing More Transactions a Day than Nasdaq
NEW YORK, Jan. 11 /PRNewswire/ -- DoubleClick Inc. (Nasdaq: DCLK - news), a leading provider of global Internet advertising solutions, today announced that DoubleClick DART served more than five billion ads across 6,400 sites worldwide this past December. These sites include: AltaVista, CBS Sportsline, NBC, MTV Europe, theglobe.com, The Street.com and The Wall Street Journal.
DoubleClick DART continues to scale dramatically. In September of 1998, DART served three billion ads. In November, DART increased delivery to four billion ads and after only one month, DART served 5 billion ads. This growth demonstrates DART's ability to provide sites with a scalable, reliable and high-performance advertising infrastructure for the Internet. DART continues to emerge as the industry standard in advertising technology with the support of 12 data centers and 130 ad servers worldwide. DoubleClick DART is defining the boundaries of transactional processing and now delivers more ads a day than the number of trades processed through Nasdaq.
''DART's success is reflected in the overall success of the sites we work with,'' said Kevin O'Connor, CEO and Co-Founder of DoubleClick. ''DoubleClick continues to invest in an engineering team that is monitoring and mapping the Internet to develop a suite of internal products that produce maximum efficiency and scalability.''
DoubleClick DART utilizes the industry's largest database of Internet users and companies, offering advertisers a portfolio of products and services, 24-hour customer support, real-time upgrades, and the ability to target users. By virtue of DoubleClick's broad global expansion, DART has been internationalized to meet the complex challenges of managing Internet ad sales across multiple countries operating in different languages and currencies. International advertisers are able to manage a highly targeted global buy and achieve a truly localized campaign in any market.
DART is available for advertisers and agencies. For the first time in any medium, advertisers can have control of the delivery of their ad campaigns including the ability to change creative, targeting criteria, frequency and other marketplace variables in real-time. These technology solutions are becoming a crucial part of the online advertising infrastructure for many of the Web's largest publishers and advertisers.
''Since the inception of DoubleClick, they have been focused on building an infrastructure that could handle traffic for a worldwide Network,'' Mark Mariani, Executive Vice President for Sportsline USA. ''We continually benefit from their focus and investment in creating a powerful solution for all sites on the Web.''
Wednesday January 20, 7:55 am Eastern Time
Company Press Release
SOURCE: DoubleClick Inc.
DoubleClick Reports 162% Increase in 1998 Revenues; Record Fourth Quarter Revenues Reach $29.1 Million
NEW YORK, Jan. 20 /PRNewswire/ -- DoubleClick Inc. (Nasdaq: DCLK - news), the leading provider of Internet advertising solutions, today announced financial results for the fourth quarter and year ended December 31, 1998.
DoubleClick reported revenues of $29.1 million for the fourth quarter of 1998, a 40 percent increase over revenues of $20.8 million for the third quarter of 1998, and a 167 percent increase over revenues of $10.9 million reported in the fourth quarter of 1997. The net loss for the fourth quarter of 1998 was $4.4 million, or $0.25 per share, compared to a net loss of $4.7 million, or $0.28 per share, for the third quarter of 1998, and a net loss of $3.7 million, or $0.33 per share, for the fourth quarter of 1997.
The Company reported revenues of $80.2 million for the year ended December 31, 1998, a 162 percent increase over revenues of $30.6 million reported for the year ended December 31, 1997. The net loss for the year ended December 31, 1998 was $18.2 million, or $1.13 per share, compared to a net loss of $8.4 million, or $0.73 per share, for the year ended December 31, 1997.
''1998 was a tremendous year for DoubleClick,'' said Kevin O'Connor, Chairman and CEO of DoubleClick. ''During the past year we continued to solidify our leadership position in online advertising. Over that time, the DoubleClick brand image has become synonymous with cutting edge technology and sales within our industry. Specifically, DART continues to be widely accepted by advertisers who want to maximize the Internet's massive reach. Our goal continues to be to develop our technology, offer the best online advertising options to our clients, and to deliver strong financial results.''
AltaVista Relationship
DoubleClick also announced today that it has signed AltaVista to a three-year Advertising Services Agreement. Under The Advertising Services Agreement, AltaVista will continue to use the DoubleClick DART technology for the delivery of ads on the AltaVista Web site. In addition, DoubleClick will retain domestic, international and local ad sales representation for the core search and directory sections of the AltaVista site. AltaVista will continue to develop content zones and manage its sponsorship and ecommerce partnerships with marketers. During future years AltaVista may assume full ad sales responsibilities for a limited number of clients. The new agreement has comparable economic terms to the earlier agreement and is binding on both parties for the three-year term.
DART
Traffic remained extremely strong delivering over 5.3 billion ads, an average of over 172 million ad impressions per day during the month of December, 1998 compared to 108 million ad impressions per day during the month of September, 1998, an increase of 69 percent. In addition, the number of Web publishers serviced by the DART technology increased to 570, with 6,400 unique sites in the fourth quarter of 1998, an increase from 440 Web publishers with 4,200 unique sites in the third quarter. In 1998, DoubleClick also converted 90 Web publishers who were previously using other solutions over to DART.
The DoubleClick Network
According to Media Metrix, The DoubleClick Network's reach is one of the largest on the Internet. In addition, the number of Web publishers serviced on the DoubleClick Network increased to 340, with 1,320 unique sites in the fourth quarter of 1998, an increase from 270 Web publishers with 930 unique sites in the third quarter.
Closed-Loop Marketing Solutions
In the third quarter, DoubleClick announced the launch of Closed-Loop Marketing Solutions, a suite of products designed to give Internet advertisers and agencies real-time, in-depth control of delivery, measurement and analysis of their online marketing campaigns. Closed-Loop Marketing Solutions are now serving over 200 million ads per month and growing.
International
Revenue from the DoubleClick International Networks grew 64% in the fourth quarter to $4.1 million compared to the third quarter. Barry Salzman, President of DoubleClick International said, ''We are very pleased with the growth of this business. We now have over 23 global offices in 14 countries. Our international network, the first integrated global Internet advertising sales network, now includes over 230 publishers and approximately 700 advertisers.''
Monday January 25, 10:01 am Eastern Time
Company Press Release
SOURCE: DoubleClick Inc.
DoubleClick Launches Select And Expands The DoubleClick Network
Expanded Product Line Offers More Services to Publishers and Advertisers
NEW YORK, Jan. 25 /PRNewswire/ -- DoubleClick Inc., (Nasdaq: DCLK - news), a leading provider of global Internet advertising solutions, announced it will launch DoubleClick Select in March, to increase the focus on the premium Web sites it represents in an exclusive advertising sales relationship. In addition, DoubleClick will, for the first time, open the Network to represent highly branded sites in non-exclusive relationships. Sites joining the expanded Network include Court TV, Daily News, Internet Movie Database, Prevue Online and USA Today.
With DoubleClick Select, the company will increase its focus on promoting individual premium brands such as AltaVista, The Dilbert Zone, A&E Network, Travelocity, PBS Online, ModernBride.com, The Food Network, Autobytel.com and Fast Company with e-commerce and sponsorships solutions. In support of this effort, DoubleClick will substantially expand its advertising sales, sponsorship and business development teams in 1999.
The new strategy will allow DoubleClick to quickly scale inventory in specific content categories such as business & finance, entertainment, sports, technology and travel, to meet advertisers' demand. Web publishers joining the Network in a non-exclusive agreement will have the opportunity to utilize DoubleClick's multiple sales channels to supplement their in-house sales teams. The DoubleClick Network has one of the largest Internet advertising sales forces in the world, offering Web publishers the ability to cover a vast universe of advertisers. DoubleClick announced a new trade campaign in support of the expanded Network; it began running in major industry publications January 18th.
''The DoubleClick Network has built its business on brands and will now aggressively expand from this core to respond to advertisers' demands,'' says Wenda Harris Millard, EVP Marketing & Sales at DoubleClick. ''Our new strategy offers media buyers three key elements: search, branded sites and reach.''
For advertisers, the expanded Network and DoubleClick Select offer one- stop shopping by providing advertisers with increased buying flexibility. After surveying 800 media buyers in an industry-wide study, DoubleClick found that branded content and reach are most important when placing a media buy for an online ad campaign. The expanded Network meets those needs by offering greater reach, more brands and additional content categories such as recruitment and real estate. Advertisers can customize a campaign by buying one or any number of the Select sites. For added reach DoubleClick will make the non-exclusive sites available by category and full run of the Network available for mass reach buys.
Sites joining DoubleClick Select and the Network benefit from DART, the industry standard in ad management technology, currently used by 6,400 sites worldwide.
For more information on DoubleClick's Network please visit www.doubleclick.net/advertisers/select/ or www.doubleclick.net/publishers/select/
THE U.S. DOUBLECLICK NETWORK: A PREMIUM COLLECTION OF WEB SITES
TECHNOLOGY
Macromedia macromedia.com
The Dilbert Zone dilbert.com
ShockRave shockrave.com
Diamond Multimedia Systems diamondmm.com
SoftSeek softseek.com
Cosmo Software (VRML) cosmosoftware.com
MyDesktop Network mydesktop.com
WITI (Women in Technology Int'l) witi.org
Network Associates nai.com
MFC Programmers' SourceBook codeguru.com
IBM Intellectual Property Network patents.ibm.com
Egghead egghead.com
BUSINESS AND FINANCE
Fast Company fastcompany.com
USA TODAY/Lipper lipper.usatoday.com
Worth Online worth.com
BigCharts Inc. bigcharts.com
EDGAR Online edgar-online.com
Individual Investor Online iionline.com
StockMaster stockmaster.com
Multex Investor Network multexinvestor.com
ClearStation clearstation.com
NEWS, INFORMATION & CULTURE
A & E AandE.com
Biography Biography.com
The History Channel HistoryChannel.com
A & E's Mysteries.com mysteries.com
U.S. News Online usnews.com
PBS Online pbs.org
Atlantic Unbound theatlantic.com
USA TODAY Marketplace usatoday.com/market/dc.htm
New York Daily News mostnewyork.com
TRAVEL
Travelocity travelocity.com
TravelWeb travelweb.com
Travelon travelon.com
easySABRE easysabre.com
TheTrip.com thetrip.com
AUTOMOTIVE
Kelley Blue Book kbb.com
Autobytel.com autobytel.com
Popular Mechanics: PM Zone popularmechanics.com
Automobile Magazine automobilemag.com
WOMEN & FAMILY
The Food Network foodtv.com
Essence Online essence.com
Fashion Net fashion.net
Top Secret Recipes topsecretrecipes.com
The CyberMom thecybermom.com
Snoopy snoopy.com
ModernBride.com modernbride.com
ParentPartners.com parentpartners.com
Home & Garden Television hgtv.com
SPORTS
Major League Baseball majorleaguebaseball.com
USA TODAY Sports Scores scores.usatoday.com
One-on-One Sports 1on1sports.com
ENTERTAINMENT
Billboard Online billboard.com
Vibe Online vibe.com
United Media's ComicZone comiczone.com
Sega Online sega.com
The WebStakes Network webstakes.com
BMG/Bugjuice bugjuice.com
BMG/Peeps peeps.com
BMG/TwangThis! twangthis.com
BMG/getmusic getmusic.com
HEALTH
Ivanhoe Broadcast News ivanhoe.com
Intelihealth intelihealth.com
Web MD webmd.com
HealthCentral.com healthcental.com
SEARCH ENGINES, DIRECTORIES & ISPS
AltaVista Search altavista.digital.com
GTE SuperPages superpages.gte.net
GTE Internet gte.net
Open Text's Business Search pinstripe.opentext.com
Internet Address Finder iaf.net
MindSpring mindspring.com
Northern Light Research Engine nlsearch.com
Supernews supernews.com
Copernic copernic.com
DIRECTORIES
Yellowpages.com yellowpages.com
Ameritech yp.ameritech.net
COLLEGE
JOBTRAK jobtrak.com
Animalhouse.com animalhouse.com
US News.edu usnews.com/usnews.edu
Wednesday February 10, 1:27 pm Eastern Time
DoubleClick sees rapid ads growth, free PC boom
NEW YORK, Feb 10 (Reuters) - DoubleClick Inc. (Nasdaq:DCLK - news), the number one Internet advertising firm, said Wednesday it expects to double the number of ads it places online every six months and sees the growth of advertising-supported free personal computers and services driving its busines.
The New York company placed 5.3 billion advertisements online in the fourth quarter, and expects that number to grow to 20 billion by the fourth quarter of 1999 and 80 billion by the final quarter of 2000.
''We feel confident in 1999 and 2000 we can keep up this pace,'' Chief Financial Officer Jeffrey Epstein told investors gathered at the Goldman Sachs Technology Symposium in New York.
The debut of online advertising-supported free PC's with free Internet access should prove a boon to DoubleClick, Chief Executive Kevin O'Connor said in an interview after the investor presentation.
''I think it will change the economy of the Net,'' O'Connor said. ''Consumers have a choice, either to pay subscriptions or get it for free with advertisements. They're always going to pick ads.''
In a much publicized move, Idealab!, the investment vehicle of venture capitalist Bill Gross, recently introduced Free-PC Inc., a company that plans to offer consumers Compaq Computer Corp. (NYSE:CPQ - news) personal computers, Internet access and electronic mail -- all for free -- in exchange for viewing targeted advertising.
DoubleClick had the most advertisements on the Net of any ad company during the 4th quarter and is poised to expand its business, analysts said.
The company is still on target to become profitable in the second or third quarter of 2000, Goldman Sachs analyst Michael Parekh told investors. Parekh said DoubleClick is better positioned to take on increased business than competitors like NetGravity Inc. (Nasdaq:NETG - news) and 24-7, which offer prepackaged software. Parekh said DoubleClick provides a range of services that can be expanded to take advantage of a site's audience and traffic growth.
''Shrink-wrapped advertising software does not allow scale,'' Parekh said in an interview.
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Also, BT Alex Brown, BT Rob. St. and Sol. SB all have recently initiated or upgraded coverage of DCLK to either a buy or strong buy. I think ther will be some weeding out of the internets over the next few months. I expect DCLK to survive and flourish as it's leadership postion is recognized. The recent GS tech conference brought some well deserved attention to DCLK and I have seen them highlighted in a couple of places as being particularly impressive
among the myriad companies presenting. This segues into my new favorite inet stock....INKT. Of all the companies to impress at the GS conference I think INKT seems to be the number one standout. Observe the following article from briefing.com. It sums up my excitement with INKT...
see next post |
