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 : Internet Guru Discussion

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: steve harmon - analyst who wrote (703)5/1/1999 12:20:00 AM
From: Richard Tai  Read Replies (1) of 4337
 
Steve - back on March 9 you wrote: "On a relative valuation basis I'm starting to like TFSM again vs. Doubleclick (NASDAQ:DCLK). While DCLK is the leader in my mind, 24/7 is a player to be reckon with in the ad network space."

At the time you wrote this TFSM had a market cap of around 580M and DCLK had a market cap of around 2.25B. As of today's close TFSM's market cap is around 872M and DCLK's is around 5.5B.

I was wondering if you like TFSM even more on a relative basis due to the ever widening valuation gap between the two companies and if you think it could play catch up?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext