Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dabadabadoo who wrote (1896)	4/30/1999 10:30:00 AM
From: Sanjay Varma	Read Replies (1) \| Respond to of 2902

Daba: I'm of the same mind. I've noticed that investors have rewarded the net stocks that showed hyper growth, such as Ebay and Insp. Now that DCLK, AMZN, etc. have such large revenue figures that sort of hyper growth is difficult to achieve. The trend will still be upwards this year but might as well buy on dips. We're still in that grey area, between 140 and 155 when it doesn't make sense to buy or sell. BTW, I read some interesting articles at the Street. The first reminded investors that the net stocks seem to trade in two distinct ways. During earnings season they rise on pre-earnings hype only to fall afterwards. Between earnings net stocks rise on press releases. The second observed that portal stocks seem to be out of favor now, and analysts are more interested in "infrastructure" net stocks. This is good news for DCLK. -Sanjay