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

To: Jerry Miller who wrote (1829)	4/29/1999 12:35:00 AM
From: SteveG	Read Replies (1) \| Respond to of 2902

(from SteveG's office, highlights from a few DCLK reports): SB: -DART continued to grow serving 8Bn ads in March, vs 5bn in Dec. Looking ahead DART's usage expected to double every 6 months for the next two years. -We believe that yesterdays move was more a short-term correction than a reflection of DCLK's strong long-term fundamentals -DoubleClick should be a core holding for investors seeking to participate in the growth of on-line advertising spending during the next 4 year "sweet spot". -raising rev est from 131 mil to 142 mil (99) (using old method) -price target $165 (could prove to be conservative) -Maintain Buy rating AB: -raising rev est to 108 mil (99) (using new method) -maintaining mid-2000 break-even assumption -International expansion further entrenches DoubleClick's market lead -DC should represent a core holding for investors seeking solid exposure to the interactive advertising industry -price target $175 -reiterate strong buy rating GS: -Operating metrics were strong across the board -expecting a strong pipeline of new services =high margin rev streams -raising rev est to $108 mil (99), 172 mil (00) (using new method) -would add to the position on any sustained pull back -maintaining Q3 (00) target for EPS profitability -reiterate RL rating DLJ: -DC's DART business was very strong -International markets represent a growing op for the company giving DC the advantage of offering publishers representation across multiple territories. -raising rev est from 131.7 mil to 151.5 mil (99) (using old method) -raising price target to $190.00 -well positioned for a strong June quarter -reiterate Buy rating CO: -raising rev est from 147 mil to 160 mil (99), from 221 to 250 (00) (using old method) -price target $225 -reiterate strong buy -buy on weakness