SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : DoubleClick Inc (DCLK)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Apache Indian who wrote (1777)4/27/1999 2:10:00 PM
From: Sanjay Varma  Read Replies (1) of 2902
 
Apache: incorrect assumption. I bought DCLK because:

1. it is the leader in an internet sector, and the Street places a premium on the leading net stocks
2. revenue growth is sustainable due to rapidly expanding international markets. Many domestic web sites will rely on their in house sales force for domestic sales, but will use DCLK when they expand to international markets
3. management's competence as evidenced by a) consolidation of operations in one NY office, b) introduction of new services such as DART and the forthcoming Boomerang, which are *exactly* the services which customers are demanding
4. valuation relative to other net stocks (EGRP, for example)

-Sanjay
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News