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

To: Phil(bullrider) who wrote (274)	5/27/1998 4:24:00 PM
From: Dr. Frank Antwerpes	Respond to of 2902

Mike, thank you for this lousy recommendation ...(eom)

To: Phil(bullrider) who wrote (274)	7/1/1998 4:53:00 PM
From: PartyTime	Read Replies (2) \| Respond to of 2902

Bullrider, I noted in an earlier posting that you cited a Stock Detective article which was highly critical of Zulu. I should point out that Wired has also done some critical articles about Zulu. You should know that the Stock Detective article was a piggyback to the Wired writing, and had no research of any significance that did not come from Wired. That said, you should also know that the very first piece that Wired wrote about Zulu was highly glowing. This was shortly after Zulu bought Softbank Interactive Marketing (SIM) who at the time was Doubleclick's closest competitor. SIM, however, had been formed by two CEO's who merged their companies together under the umbrella of Softbank Holding Company (Japan), a major player. When SIM was sold to Zulu, there was tremendous frustration and a lawsuit currently exists among former SIMer's against Softbank Holding and its subsidiary Ziff-Davis. This dispute carried over into Zulu. Zulu had one CEO, Ronald Meatchem, who was about to be replaced by Steve Lair, a former Acer Corp and Texas Instruments heavyweight. So this left a problem of four CEO's into one new developing company. Guess what happened? You guessed it? There was a musical chairs of CEO's and their respective staffs. The two former SIMer's and Meatchem left entirely. Thus, the sh*t hit the fan. Everyone wanted to be on top of this one and everyone wanted to see their dreams fulfilled with the potential of what Zulu wished to accomplish. You see, when it purchased SIM it principally got its bluechip clientele and sales and marketing activities. But prior to buying SIM, Zulu bought a company called echoMEDIA, which had invented technology to make movie-quality advertisements over the internet. Echo, too, had bluechip clients. So as you can tell, from reading above, the table was set for Zulu to do well. Unfortunately, it seems that disgruntled former SIMer's had a connection into Wired. Wired, after first reporting a very glowing report on the prospects of Zulu due to its combining echoMEDIA and SIM, all of a sudden came out with very, very damaging information on Zulu. In fact, it reeked of a vendetta. There was a series of four or five articles, all blasting Zulu and its background investors. Zulu, which given the first Wired reporting, coupled with Doubleclick's successful IPO, issued a news release saying that it earned almost 10 million more in revenue than DCLK, and also believed that it had better technology. Zulu's penny stock price soared to around $1.50. Then the Wired articles came out with a cannonside blast at least as powerful as Old Ironsides. Zulu's price shrunk. Meanwhile Stock Detective, whose article you quoted, did a piggyback piece using exactly the same info. This further crippled Zulu's share price. Our DD over at the SI Zulu thread has since discovered that Wired hired former SIMer employees a couple of months after blasting Zulu. It has also been reported that Stock Detective has been using a Canadian firm to short penny stocks that it exposes in America. So, in short, the information that you have that downgrades Zulu is suspect at best. There is much more at play here, and if you closely examine the kind of leading-edge technology and bluechip clientele of Zulu's (same kind of clients as Doubleclick's), you will see a different story. I urge you all to examine what the potential of Zulu is, in so far as it can deliver movie-quality advertisements over the internet. You might also consider looking at the management team that Zulu has put together. Zulu has top executives from Philips Electronics, Digital Equipment Corp (could be where the rumor of DCLK might lose the DEC client began); Pixar and Disney, Boxtop Interactive and Hodes Advertising all onboard. The Pixar-Disney guy, James Green, just finished a job where he reported directly to Steve Jobs and he has held extensive marketing experience with Disney--he will lead Zulu's Nasdaq leapfrog merger (see reverse IPO) with ESVS. So stay tuned. Oh, one more item: Jon Tara? Well, he's a known shorter. I personally caught him on an SI thread discussing shorting ESVS, which Zulu will soon merge with in order to attain Nasdaq status. Be advised that you will likely see shorting activity with respect to Doubleclick, probably tomorrow.