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


To: Bretsky who wrote (1925)5/3/1999 12:08:00 PM
From: Sanjay Varma  Read Replies (1) | Respond to of 2902
 
Bretsky: Entry Points:

Hmmm... if DCLK continues to trade in the range it has for the past 30 days, then below 135 is a good entry point. However, if the techs swoon then you'll be able to get it for much cheaper. I might add that the upside potential for DCLK, based on the past month, is 170-175. If a split is announced then it could go higher, but valuation should top out around $7.5 - 8.0 billion.

OT - INSP - The valuation here is based on rapid growth (400% annually) and high margins (80%) and introduction of Active Shopper in may, which analysts will love. Also a 2-for-1 stock split tomorow. The drawback is current revenue level which is only about $5 million per quarter. The current valuation of $3 billion could go as high as $6 billion, which is Inktomi's current valuation.

Beware the June Swoon which hit techs last summer!!!!! This week also looks awful so you might want to wait a few days before buying in.
-Sanjay



To: Bretsky who wrote (1925)5/3/1999 12:22:00 PM
From: dabadabadoo  Read Replies (1) | Respond to of 2902
 
now at ~133 seeems right to enter. can never say for sure but it seems to hold from here up to 140.