Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (77827)	2/9/2000 3:52:00 PM
From: MeDroogies	Read Replies (1) \| Respond to of 97611

doubleclick.net Another reason why selling AV made sense! These rates are LOW....for 2 reasons - low traffic comparatively speaking, and the fact that doubleclick can get away with it. As a computer company, CPQ couldn't focus on the product, and would likely have outsourced sales, as they have been, to a rep firm. This is NOT how you handle a premiere site. If CMGI is on the ball and SERIOUS about making $$ with this, they'll build the reputation of the site and take sales in-house. However, I think AV's time has past...if there ever was a time. At this point, CMGI is probably happy to have it repped.

To: rupert1 who wrote (77827)	2/9/2000 11:26:00 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

Victor - I think you slipped a cog here: 1Q earnings are typically flat or up slightly on 4Q. 1Q earnings have been substantially lower than 4Q, going back more than 5 years... just looking at the last 3 transitions of 4Q to 1Q, '96 to '97 down 16%, '97 to '98 down 72%, '98 to '99 down 64%. Capellas was pretty clear that the growth figures he was discussing were operational income, and that income from other sources (such as asset sales) would be in addition to that - at least that's how I read the material.