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

To: Tim Waldron who wrote (188)	3/27/1998 4:42:00 PM
From: Lak	Read Replies (1) \| Respond to of 2902

yeah .. that was a good rally after a dull week. Any reason why it jumped like this ?? Any impending news ??? This group became dull in the recent past ... guys out there come up with some cheering news ... -- Lak

To: Tim Waldron who wrote (188)	3/27/1998 5:05:00 PM
From: Superhawk	Respond to of 2902

To all: You're gonna shoot me because I don't have a link (my son faxed me the following information), but it's from Mecklermedia's WEBDEX "Morning Report" dated March 26, 1998. The article by Steve Harmon is entitled "WEBDEX Tallies User Values (Or Lack Thereof)" He compares user visits, values, and a thing he calls viscidity of ten web properties including, in descending order of number of February 1998 users, Yahoo, Netscape.com, Microsoft.com, Excite, AOL.com, Infoseek, and others. Alta Vista is at the bottom of the list in terms of number of February 1998 users (7.6 million), and in terms of market capitalization. In addition, their percent value per user during the week March 18 to March 25 dropped 18%. Harmon commented: "We're lowering both privately-held companies GeoCities and Alta Vista (part of the Digital-Compaq bureaucracy) in value due to what we see as a closing window of opportunity for both to ramp up as portals/malls/hangout spots and genuine home ports for Web users. Especially Alta Vista." In my view, DCLK has an uncomfortably large measure of their future success riding on Alta Vista's business ( do I recall that more than 40% of DCLK's revenues come from the association with Alta Vista?). I don't want to sound like a naysayer after a good run-up today, but if the math I've outlined above is correct, DoubleClick ought to be diversifying its economic base. Counter arguments welcomed.