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Technology Stocks : KTWO vs DCLK -- Ignore unavailable to you. Want to Upgrade?

To: David Sirk who wrote (2)	4/3/1998 12:35:00 AM
From: Superhawk	Read Replies (3) \| Respond to of 16

I like the premise of this thread (KTWO vs. DCLK), but there's also another KTWO thread just started today. Recommend they be combined. A quick comparison of KTWO vs. DCLK shows that the companies are remarkably similar (proportionately) in their financials. Double Click is significantly larger than KTWO: Last 12 Months KTWO DCLK Revenue $8,397M 30,597 Net Loss (1,703) (8,356) Loss per Share (0.46) (0.56) Cash, etc. 2,242 8,546 Current Assets 4,200 19,391 Curr. Liabilities 1,500 11,879 Stkhldr's Equity 4,100 9,400 LT Debt 400 -0- On March 27, 1998 I posted on the DCLK thread that Alta Vista is rapidly losing market share, and DCLK derives 43% of their sales from Alta Vista. No one on the thread responded to the post. On the other hand, DCLK seems to have other products to market (e.g., DART technology) that KTWO does not. Also, visiting KTWO's web page was an underwhelming experience personally. For a firm ostensibly in the advertising field, they do a poor job marketing themselves IMHO. Nevertheless, they seem to be growing their business proportionate with DCLK's growth rate without DCLK's major problem of one big (slipping) customer accounting for nearly half of their annual revenues. In other words, KTWO's economic base seems to be much more diverse than DCLK's. I sold my DCLK last week when I read the unsettling news of Alta Vista losing market share. I plan to take an initial position in KTWO tomorrow. Thanks to both thread originators for bringing this unique stock to my attention.