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

To: phil davidson who wrote (871)	3/18/1999 5:02:00 PM
From: Thomas C (Hijacked)	Read Replies (1) \| Respond to of 2902

if you guys could summarize in a handful of words why DCLK is a good investment what would it be? my thinking is the underlying basic strength of this company/busines is based on its ability to "improve click through rates" by perhaps as much as 25% from its tracking software. That is a tremendous amount of economic value. Before companies could maybe only get a 2--5% response rate...whereas now they can get a almost 25% response rate due to tracking consumers behaviors. That is a HUGE concept! Plus try this. In Microsoft windows, go to your 'find files' feature and type in 'doubleclick'....chances are there is a cookie file on your hard drive from doubleclick! there is one on mine! They are tracking my online behavior...and for all I know the ads that are coming up are 'suited' to my 'needs'. Tom

To: phil davidson who wrote (871)	3/18/1999 5:06:00 PM
From: shahn	Read Replies (1) \| Respond to of 2902

Buried in the announcment of 200 million convertible notes successfully placed by DCLK recently, it says the creditors can convert to commont stock at $165. Back when it was $133 a few days ago this told me that the 'smart money' expect the stock to go on up from 165 so it was a no brainer to keep holding till then. Alas (?) we already reached that target at one point today. Does anyone else think these notes at 165 will be a damper on further progress much beyond that? Shahn