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

To: Lizzie Tudor who wrote (624)	1/21/1999 2:19:00 PM
From: David Montgomery	Respond to of 2902

Sorry about that post then (#618) I see DoubleClick as a fundamentally very good company making what look like all the right moves. I have them estimated with a immediate term value of about $60-$70 and a long term value of between $140 and $150. The good points I see are: 1. They have a technology that works - and seems to work reliably. 2. They continue to improve their technology and expand their scope. 3. They are investing heavily in their marketing effort. Their past efforts have been rewarded, so the increased effort should also be rewarded. 4. Their net loss continues to go down. Even though they increased their marketing effort substantially in the last quarter, their loss went down. 5. If their growth and marketing expenses grew at rates seen in the past, I believed they would be profitable some time in July or August of this year. That's ahead of the analysts projections. I don't know if the traditional market thinking (pe ratio's and all) would agree with me. I don't know if anyone would agree with me. All I can make is my best guess. The market is so skittish (or maybe it's just me) that I felt like I had to bail out for a while. I still believe that this company will be worth the $150 or so pretty soon. Maybe I've cost myself some money by jumping - I don't know. I'm going to see what happens when the dust settles.