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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (46913)	3/23/1999 12:17:00 PM
From: KeepItSimple	Read Replies (3) \| Respond to of 164684

Still long Amazon, William? I'm looking for 115 by today's close, to cover from 131.

To: Bill Harmond who wrote (46913)	3/23/1999 12:37:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Mark, Terayon is acting stellar.<< So is Efax... On Bcst do you think i'll be like buy the rumor sell the news?

To: Bill Harmond who wrote (46913)	3/23/1999 2:39:00 PM
From: Glenn D. Rudolph	Respond to of 164684

6 can leverage the DoubleClick Network to monetize their “unsold” inventory (keep in mind that many sites, especially heavier trafficked ones, sell less than 20% of their advertising inventory). The non-exclusive policy also addresses a key perceived negative; that DoubleClick would never be able to get inventory from the very large sites (portals, popular content destinations, etc.) because these folks would never want to out-source their advertising sales function. The expanded, non-exclusive network answers this question, since many sites (like, for instance Alta Vista, find that DoubleClick can monetize pieces of their inventory much more efficiently (read: higher CPMs) than they can alone. After all, why wouldn't, say, USA Today (an actual non-exclusive Network customer) want to hand over inventory they haven't been able to sell? In toto, we believe that the expanded, non-exclusive network represents a win-win-win situation, for advertisers, publishers, and DoubleClick. DoubleClick DART Has Really Come Into Its Own Over The Past Few Quarters When DoubleClick went public in early 1998, we thought that DART could possibly reach perhaps 10% of total revenue by the end of 1998. We know now that it reached 17% of revenue, growing much more quickly than we had originally anticipated. Its acceptance as the de-facto solution in the advertising serving space has continued apace. And as we have talked about in past notes, the DART technology continues to offer best-of-breed solution for sites that want to serve Internet advertisements themselves. In 1998, DCLK added something like 230 new DART-only customers, 90 of which were competitive conversions (from NetGravity, Accipter, Adforce, etc.). Keep in mind that DoubleClick achieved this 230 wins milestone by only targeting web sites that were rumored to be unhappy with their ad serving solution. In 1999, DoubleClick has suggested that the kid gloves come off; the DART sales force is aggressively targeting competitor's customers and, according to our sources, they are already successfully converting more customers to the DART solution. Specifically, we are told that the DART sales force is now targeting the top 100 Web sites out there (currently 21 are already DART clients) and are “talking” to 70% of them and are at proposal stage with 50% of those accounts. DoubleClick's New Product Suite, Closed Loop, Could Be Huge Officially announced late in 1998, this product and service suite includes Dart for Advertisers (simply the DART technology for the buyers of online media), Boomerang (a tool that allows for “re-targeting” of users that have already been exposed to an advertising message), and Databank (a data mining/consulting service that helps increase advertising effectiveness). The Closed Loop product suite essentially provides the tools necessary for DoubleClick clients to achieve far greater targeting capabilities with their ad messages. As for timing, Dart for Advertisers officially came out of beta a few weeks ago, Boomerang is expected to be out of beta early in Q2, and DataBank is expected to rollout sometime soon (timing is still a bit fuzzy). Why Do We Think The Closed Loop Suite Is So Important? We think the Closed Loop products/services increase the revenue opportunity for DoubleClick significantly. And when combined with the “de-facto” industry-standard solution imprimatur we think DART will achieve over the next few quarters, we believe the revenue opportunity could be far larger than the Street currently understands. Perhaps even more importantly, the company believes that Closed Loop (and Boomerang in particular) could be the