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Technology Stocks : DoubleClick Inc (DCLK) -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (2750)	1/4/2000 10:00:00 AM
From: Jack of All Trades	Read Replies (1) \| Respond to of 2902

Hi BB, I admit I have not studied the BM in detail... I have seen the targets.... I will comment more tonite I have to go... Jeff

To: Bruce Brown who wrote (2750)	1/6/2000 8:36:00 PM
From: OGM	Read Replies (3) \| Respond to of 2902

Bruce, Some quick thoughts on DCLK from a sometimes-customer & partner: - Dominant position in the market. Competitors such as 24/7, Adsmart, and Adforce have had terrible execution problems, whereas DCLK hasn't. Adsmart and Adforce are being rolled into CMGI, and merger issues are big. - Very solid business model. Ad repping and ad serving is a fundamentally great business to be in. It's a great business today on a relatively low-bandwidth Internet; it's even better when bandwidth gets better and platforms proliferate (mobile computing). Everyone defaults to DCLK because they are known as the best solution, representing the best customers. - Recognized as having generally the best technology. I have heard of no problems with their technology and ability to deliver for customers & publishers. Competitors have had BIG problems, resulting in lost sales. - Outstanding management. O'Conner has put together a top-notch management team. Note that he's got a great board too (ie, Tom Murphy of CapCities/ABC). - Rapidly expanding customer base of tier-one media properties. - Outstanding work in International. Barry Salzman is excellent, and has a top-notch team in Japan, Europe, etc. through well-structured JV's. - Out-of-the-box thinking. Moves over the summer in buying direct mail companies are very smart. I just wish the company was cheaper. I'm hoping the current rocky market will enable me to buy about 30% cheaper than now. DCLK is not a well-known company yet outside of the community. I believe they will be one of the dominant media companies within a couple of years. Hope this helps, OGM