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

To: Sb2k who wrote (1454)	4/17/1999 2:33:00 PM
From: Michael Ohlendorf	Respond to of 2902

THE CHEAPEST WAY TO OWN 24/7 Media (TFSM) is to buy K2 Design (KTWO). TFSM is Doubleclick's biggest competitor and has gone through the roof together with DLCK in the last few weeks because of the bright future AD Networks and Internet direct marketing companies will certainly experience. K2 Design is an Internet Design, E-Commerce and Marketing company, a small US Web., K2 Design owns 196.000 shares of 24/7 Media. Current 24/7 market is $52 per share representing approx. $39 x 196,000 shares unrealized equity for K2. So, K2 Design is certainly the only Internet stock that has an actual book value that approaches current market value !!! In other words almost 3/4 of KTWO's current value is made of TFSM. People are just slowly beginning to realize this !!!! Additionally, K2 Design has won some big customer accounts recently, e.g. Lexis-Nexis (http://www.lexis-nexis.com), Standard&Poors Personal Wealth (http://www.personalwealth.com), Bayer, Sony, etc... Check out their Website at k2design.com. I hopped on for a sure double or triple in the next two months, anyway !!

To: Sb2k who wrote (1454)	4/17/1999 3:13:00 PM
From: ChinuSFO	Read Replies (1) \| Respond to of 2902

<< AOL or DCLK- that is the question............>> Sb2k, I also own AOL & DCLK and in the span of 6 months have incresed my stock worth five folds owning these stocks. I hope that your experience has been the same as mine. To me, both are appealing and both hold a equal promise of considerable appreciation in the future. IMHO, AOL was brought down to the level because of options expiration where the MMs stood to gain if AOL closed near 140. They did succeed in doing that. But a point of interest to me is that on Friday between 9:45 and 3:00, AOL was in positive territory, indicating upward buying pressure. However after 3:00, the MMs moved in and forced the stock down. Monday, in my opinion would cause AOL to go up, though some of my fellow investors on the AOL thread indicate charts to show AOL holding flat on Monday. Regarding DCLK, yes they have a lot of room left for upward movement, stock splits etc. etc. So it is a tough call to make and if I was in a similar situation I would split my purchase equally down the line. There is considerable anticipation that both stocks will announce a split in a not so distant future. Best of luck

To: Sb2k who wrote (1454)	4/17/1999 3:46:00 PM
From: BomboochaBoy	Read Replies (1) \| Respond to of 2902

I presently have equal amounts of AOL and DCLK-and I am considering some additional purchases. Any thoughts on which one to purchase. ... I do not want to purchase both. This is a truly titillating dilemma. A "good" problem. Like you, I own AOL and DCLK. I'm looking at it like this. 1. Performance. AOL slowed down/consolidated AS ALWAYS after a major run-up. Growth performance has been phenomenal; AOL has tripled since December. Potential still unlimited. Doubleclick's performance has been better in the very near-term; DCLK has doubled in less than two months. Potential still unlimited. One plus for AOL is the possibility that it has bottomed out. AOL is a long way from its high of 175. To me, this is a buying opportunity in the 130-150 range. DCLK has corrected with the rest of the sector, but had a nice boost Friday and is off its near-term low. Another split announcement by either company is not expected in the near term, as well. I do think there will be splits by both toward the end of summer, however. Edge: Tie. 2. Accumulation. AOL is accumulated by S&P Index Funds. DoubleClick is at the whim of retail buyers and is probably being bought up by funds, but nothing like AOL. Edge: AOL. 3. The future. Realistically, where do you see AOL and DCLK in one year and five years from now? It is difficult to say with certainty for some investors, but imho, AOL has a history of outstanding execution thanks to the management team headed by Steve Case. DCLK is the leader in an emerging field and will have to prove its ability to expand and grow market share, let alone maintain it. I like D-Click's chances, though. Edge: AOL, by a moderate margin. 4. Time frame. If you do not intend to hold your shares for up to a year, you are relying partly on momentum for a fast profit. In that case, all points mentioned above are moot. DCLK has a much, much smaller float and is about to announce what are expected to be very positive earnings. There is more room to grow in stock price, anyway, in DCLK, for the near term. Long term? I find it hard to find a better pick than AOL. Again, superior management usually wins again and again. Edge: AOL by a hair. Finally, Sb2k, I do not follow your line of reasoning about not purchasing more of both. If you see risk in owning both AOL and DCLK, why would owning just one of them minimize such risk? Splitting your funds between the two would minimize the risk. Of course, there's always the option of having ZERO risk by staying in cash or bonds. Or using only half of your available funds to buy AOL or DCLK, but not both. The tech summer slowdown could have an effect on leaders like AOL or DCLK, but I am not planning to sell. It's a good problem, SB. BTW, my AOL holding is roughly double that of my DCLK. Aloha, Paul

To: Sb2k who wrote (1454)	4/17/1999 4:04:00 PM
From: dabadabadoo	Read Replies (1) \| Respond to of 2902

SB2K - i can think of worse problems to have. BOOM laid it out well. you have 2 first class operations in AOL & DCLK. the only difference to me is that AOL has 'arrived' as IMHO the only certified blue chip net stock presently; it doesn't have to prove anything to me in terms of viability in its market segment. go 50/50 is my short answer. NOW, what a great finish Friday for our DCLK (as the always reticent Z man said) in a double witching day where a rocky road was expected. DC recovered well. i part with Z where i think, if it hits >180 by report time, i expect a split (but i won't forecast the ratio) and then an extended period of consolidation and establishing a base. HAPPY WEEKEND TO ALL..

To: Sb2k who wrote (1454)	4/17/1999 5:32:00 PM
From: LWolf	Read Replies (1) \| Respond to of 2902

SB... you're received great recommendations from the masters this thread... BomboochaBoy and dabadabadoo..... Not knowing how much capital you've got; splitting your investment between the 2 may save on your nerves. AOL will not fluctuate like DCLK because of its huge capitalization..... As long as SC keeps delivering AOL will keep going up, though not as fast. DCLK will go up faster .... the float is still small, the revenues are starting to come in strong as they prove the value of their DART model (closed loop advertising)... and the CEO is a savvy professional and very impressive. I've been in AOL and never worried about it... but currently only have the DCLK and some other infastructure nets. You have to believe in what they're doing and their future, and you have to have a strong stomach... it's like being on a roller coaster. Having a longer time horizon helps on this front. Laura