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Technology Stocks : 24/7 Media, Inc. (TFSM) -- Ignore unavailable to you. Want to Upgrade?

To: Ticklish Tiger who wrote (260)9/14/1999 11:54:00 AM
From: Bob Kim  Respond to of 669
 
I understand DCLK valuation as the industry leader but why is ADFC and FCST maintains higher p/s then TFSM when TFSM is growing its sales faster ?

Maybe because TFSM's most visible analyst (Blodget) seems overly focused on its earnings rather than sales.



To: Ticklish Tiger who wrote (260)9/14/1999 5:06:00 PM
From: Albert Mou  Read Replies (1) | Respond to of 669
 
one reason was loved to be posted here is - TFSM uses ADFC's server for advertising, which may reduce the gross margin 5-7% lower than DCLK. I consider it more excuse than a solid reason. TFSM's revenue consistency is better than DCLK from my observation.

I did short ADFC to hedge my position in TFSM.

good luck.


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