SI
SI
discoversearch

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 : CLICK2Learn.com (CLKS) -- Ignore unavailable to you. Want to Upgrade?


To: KLP who wrote (152)11/6/2000 1:28:32 PM
From: silversoldier a/k/a SI Sy  Respond to of 180
 
K., more on Hambrecht report from CNET, as well as another 27, in kind.


WR Hambrecht & Co. Comments on NXCD, PCS, SALN, RVWD and CLKS
11/6/00
Source: WR Hambrecht & Co.
San Francisco, CA, November 6, 2000
Visit the CNET Brokerage Center for daily reports from the top Wall Street analysts.

Click2learn.com, Inc.

NASDAQ: CLKS
Rating: BUY(We anticipate the stock will outperform its peer group over the next 12 months.)
Analyst: Trace Urdan
Sector: eLearning
Price Target: $27

CLKS: Initiating Coverage on Click2learn.com with A Buy Rating; A true Full-service Solution

Trace Urdan believes Click2learn offers significant value relative to other accomplished players, initiates coverage with a Buy rating. Click2learn.com represents a portfolio play in the e-learning space. We believe the Company provides a true single source e-learning solution. Click2learn's pioneering role in the industry, its history as a public company, and its association with Paul Allen has resulted in strong brand recognition and respect within the training industry. Click2learn stock offers significant value relative to other names in the group; its shares trade at a significant discount to the perceived leaders, in our opinion. Initiating Coverage with a Buy.

To view the report online, click here:

wrhambrecht.com

Sy



To: KLP who wrote (152)11/8/2000 3:10:49 PM
From: silversoldier a/k/a SI Sy  Read Replies (2) | Respond to of 180
 
K., and all, here is a link to a supplemental Hambrecht analyst's report, issued today, discussing additional information and views involving CLKS' recent extension of an existing contract with MSFT. The analyst appears to manifest an abiding up to date interest in CLKS. The analyst, Trace E. Urdan, estimates the MSFT deal to be in the seven figure range. Although not entirely certain, he seems to believe it may lead to additional deals with others, some, perhaps, through the MSFT connection.

wrhambrecht.com

Earlier, I posted two references to the original report which was announced on Y and CNET news. The first, Post #148, appeared early on 11/6.

Message 14734872

Later that day, I posted a second, Post #153, containing a link to the full text of the report.

Message 14737031

When reading the full text of the initial report, one may note an entry stating that Paul Allen holds a 35% interest in CLKS. I understand that, in the printed version of the report, an editorial change will correctly reflect that Paul Allen's interest (including that of his wholly owned Vulcan Ventures) is 42%.

Sy