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Technology Stocks : DoubleClick Inc (DCLK)

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To: Jerry Miller who wrote (2010)	5/7/1999 10:18:00 AM
From: Sanjay Varma	Read Replies (1) of 2902

Nice post on Closed Loop Marketing. It sounds like acceptance of this technology will boost profit margins since DCLK will likely be able to charge more for targeted ads. Also, I woke up this morning remembering that DCLK is the exclusive supplier of ads for both RoadRunner and AtHome. Once the ATT/MediaOne merger closes, RoadRunner and AtHome could merge creating a broadband goliath, with DCLK serving all of their ads. Twelve months from now this could be worth more to DCLK bottom line than AltaVista deal! Finally, many designers I know rave about Flash, and new technology which could be used to create interactive advertising. At present every portal has strict limits to banner ad size, to reduce page load times. The acceptance of broadband connections will lead to interactive ads. I fully expect interactive ads to cost more, which will again boost DCLK's profit margins! (Think TV advertising costs). -Sanjay

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