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

To: SteveG who wrote (728)	2/10/1999 12:07:00 PM
From: Sueponine	Respond to of 2902

FLASHES FROM THE GOLDMAN SACHS TECH CONFERENCE AT MARKETWATCH DoubleClick (DCLK) CFO Jeffrey Epstein says the company's dart technology will account for 50 percent of the company's gross profit "pretty soon." The technology, which helps deliver and track advertisements on the Internet, accounted for 40 percent of the company's fourth-quarter gross profit of $10 million. The company is on track to break even in 2000, Epstein said. Sueponine.

To: SteveG who wrote (728)	2/10/1999 12:22:00 PM
From: Sueponine	Read Replies (1) \| Respond to of 2902

From Briefing.com.......Goldman Sachs' Internet Comments: according to notes from the Goldman Sachs Tech Symposium, Internet stocks are continuing their profit taking after a very good holiday season; on average, the group has corrected 35% since Yahoo's better-than-expected Q4 report; views the ongoing profit-taking as healthy and normal and as an opportunity to initiate long-term positions; on the negative side, investors still need to contend with high valuations despite recent price weakness, with average 1999 price-to-revenue ratios of over 20 times for the group, down from 30 times three weeks ago; also, sequentially post holiday Q1 results are likely to be slower than Q4 over Q3 for most Internet companies; expects Internet companies to focus on consolidation and partnership opportunities through the first half of 1999 in the ongoing race to build up scale and leverage in subscriber/users, advertisers, e-commerce partners and key portal features; names to focus on are AOL, Yahoo!, eBay, DoubleClick, Inktomi, and Exodus as leading outsourcing beneficiaries; firm also likes RealNetworks and AtHome.....