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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: Si_Detective who wrote (94825)2/25/2000 10:35:00 AM
From: Si_Detective  Respond to of 164684
 
CMTO up +10.



To: Si_Detective who wrote (94825)2/25/2000 11:51:00 AM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
BofA Securities this morning re DoubleClick:

Ad Impression Tracking Well Above Expectation; Upside to Estimates FY00E($0.18)/FY01E$0.28

ú DCLK recently announced that it had eclipsed the 1.5B impressions per day mark, just a mere 100 days after reporting 1 billion impressions per day. Based on the implied growth rate, impressions served for Q1 are well on their way past 120 billion versus our estimate of 81 billion, or 50% higher.

ú We believe that the company is on pace to beat our current Q1 system revenue estimate by as much as12-13% or roughly $13mm revenue estimates.

ú We continue to rate DCLK shares BUY with a 12-month price target of $200.