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Technology Stocks : DoubleClick Inc (DCLK)

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To: Tumbleweed who wrote (1292)4/6/1999 2:58:00 PM
From: George Gotch  Read Replies (2) of 2902
 
I actually trade this stuff in and out so I want to say up front that I am talking about fundamentals only. I just traded CLAI. Bought at 11 sold at 18 and I don't even know what they do other than .com. I think that net ads, if they really research them, are not as effective as people think. I swear that I am to the point I don't even see them where with TV adds it is hard to ignore that it is "that time of the month" I think the success falls in line with a panic. Panic as in CPQ paying 200million for Shopping.com and panic as far as placing adds everywhere just to stay up. Of course over time reality will set in and a more objective analysis of net advertising will prevail rather than some sleeping analyst waking up after the stock doubles in a week that stating that it is a buy.
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