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

To: zalesky who wrote (2177)	5/26/1999 2:36:00 AM
From: Sanjay Varma	Read Replies (1) \| Respond to of 2902

My two cent$, for Daba, Zalesky, that Jerry Miller guy, and all the rest: Regarding DCLK, I'm going to watch closely the stocks behavior as it tests the 100 day MA, which is approx $81/share. If support looks weak here, then I'm reluctant to buy additional shares until a bottom is found, perhaps at 200 day MA. If we blow through $81/share then DCLK becomes a candidate for short selling. I agree with Daba that profits are critical for quick and sustained recovery. For that reason INSP and NTBK look good. SONE is a good speculative play, despite delayed profitability until Q3 2000. I don't know how well the old blue chips will reinflate (YHOO, AOL). Methinks there are discrepencies between their valuations, as measured by # of users. I think that YHOO users are valued 2-3 times as much as AOL's, while AOL will more easily monetize their users. IMO, things look fairly bad for YHOO, and pretty good for AOL. -Sanjay