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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Joe Hoek who wrote (40890)	5/19/1999 10:57:00 AM
From: pooh	Respond to of 120523

NETG - I got it from the Professional Edge morning call for today, emailled to me twice a day through Etrade. It also mention the WL #1 as buy as well. This is what it said: We believe that NetGravity's business continues to be strong despite what appear to be growing concerns over competitive pressure. We would not be surprised if NetGravity loses a few customers over time, but we would also expect that the company could gain several new customers from competitors. We estimate that no one customer accounts for more than 2% of revenue, so any one or two customer losses would not materially affect our estimates. We believe that regardless of short-term competitive shifts, the goal for NetGravity and its competitors is to develop the ability to target consumers on a one-to-one basis using multiple databases. We believe that the disproportionate reward for fulfilling this need will make short-term market share concerns seem unimportant in the long run. NetGravity is currently trading at roughly 10x 2000 revenue, which is less than half the multiples of DoubleClick (DCLK $120.25, Buy) and AdForce (ADFC $38.69, Not Rated). --------------------- Pooh is my daughter's favorite so I rename myself for now. She'll be 2 years old tomorrow.