Doubleclick: - 7 $: Die Spinnen in Amiland - 500 Beiträge pro Seite

[buckweiser]

Umsatz >500 Mill. dieses Jahr, absoluter Marktführer, Marktkap. 5 Mrd (KUV 10 für 2000, 5 für 2001, 2,5 für 2002,), Gewinnmargen mittelfristig deutlich über 30%), Werbemarkt im Internet steht erst am Anfang, Animationen, Sound usw. wird folgen....
Wer noch einen günstigen Marktführer sucht kauft morgen Doubleclick

[buckweiser]

OK, Marketkap. bei 6 Mrd, hab nochmal nachgeschaut:

Zahlen(Quelle: Siliconinvestor):
Umsätze (in Mill. $):
1996: 0,410 / 0,972 / 1,283 / 3,849 Gesamt:6,514
1997: 5,329 / 6,138 / 8,189 / 10,941 Gesamt:30,597
1998: 13,004 / 17,293 / 20,777 / 29114 Gesamt:80,188
1999: 22,087 / 30,992 / 44,948 / 93,600 Gesamt:191,027
inkl. Übernahmen(Abacus, NetGravity, Opt-in E-Mail):258,300 (138,700 (1998) )
2000: 110,100

[Struwwelpeter]

Hi Buck,


NETP 32%
2.Tag!!!


Geil

[buckweiser]

das problem ist das ich 10 mal soviel DCLK habe wie NETP, aber um DCLK mach ich mir eigentlich keine Sorgen

[sysop]

Hi Buckweiser

Ich hab sie auch und bin nicht gerade erfreut über den Absturz. Aber ich hab Doubleclick schon ne längere Zeit. DCLK sollte man langfristig sehen, Du hast die Punkte oben ja schon aufgeführt, warum man sie haben sollte bzw. kaufen sollte.

Viele Grüsse

sysop

[Struwwelpeter]

Würd` ich auch nicht,
DLCK waren schon öfters negativ im Gespräch und haben sich hinterher mehr als erholt.
Die haben das schon im Griff.
Wenn es schlecht kommt, steigen die auch mal gegen den Trend.

[Struwwelpeter]

Würd` ich auch nicht,
DLCK waren schon öfters negativ im Gespräch und haben sich hinterher mehr als erholt.
Die haben das schon im Griff.
Wenn es schlecht kommt, steigen die auch mal gegen den Trend.

[AlexiusStrategist]

Hi buck,
ich hab einen Analysten heute angehört der besorgt war,wie Dbck die Werbung auf hanhelds machen wird da internet wireless handhelds die zukunft ist.
Mit Respekt
http://www.amainvest.de

[buckweiser]

hab zwar keine ahnung von handhelds, aber dclk wird es schon packen, wer sonst

[german]

Hallo, habe DCLK /nicht DLCK / auch schon länger.

Hier hilft nur Sitzfleisch - da sage ich mal - in 10 Jahren ins Depot gucken, wenn nicht der dritte Weltkrieg kommt oder die Fellröckchen mit Keule und uga-uga wieder in Mode kommen sollten. Denn in der Steinzeit gab es keine Werbung (für gute Jagdgründe, Horden mit attraktiven Frauen oder raubtiersichere Rastplätze).

Es gibt auch Übertreibungen nach unten (sell on good news -wird bei INKT auch passieren)

german

[Struwwelpeter]

DLCK, wer hat denn das geschrieben?

Keep cool

Struwwelpeter

[Herceg123]

Hi Buckweiser,
also charttechnisch sieht es nicht sehr berauschend aus, ich habe die
Aktie auch schon länger (eine Zeitlang fast 50% Depotanteil, bin auch
langfristig absolut bullish aber momentan habe ich so meine Zweifel
ob Sie sich so schnell erholt.Vielleich erst nach den nächsten Quartalszahlen.
MFG
Herceg

[Pacis]

...und da hat sie sich schon erholt, die gute ........

[Beerlao]

Wenn die Aktie den Widerstand bei $78 packt dann ist wieder wieder eine groessere Erholung zu erwarten.Ich glaube aber eher, dass die Aktie erst einmal wieder bis $60 zurueckkommt!
Beerlao

[FlyHigh]

Hey Leute,

hat irgendjemand hier von euch eine Ahnung wie es mit den Anklagen um Dclk bestellt ist. Wird der Wert demnächst wieder Rückschläge hinnehmen oder gehts weiter nach oben?

Thanxs
FlyHigh

[german]

Hallo,

mal was für die DCLK´s unter euch:

DoubleClick im „Morgan Stanley Internet Index“

Die weltweit führende Internet-Werbeagentur DoubleClick Inc. [Nasdaq: DCLK Kurs / Chart ] gab am Freitag bekannt, dass sie in den „Morgan Stanley Internet Index“ aufgenommen wurde.

DoubleClick war eines der ersten Unternehmen, das für den neuen Index ausgewählt wurde. Zur Auswahl der Investmentbank standen 350 Internetfirmen, von denen die 28 besten herausgesucht wurden. Als Bewertungskriterien zogen die Experten unter anderem die Marktkapitalisierung, Liquidität, Kreditfähigkeit, das Handelsmomentum und den Marktanteil jedes Unternehmens heran.

„In den letzten vier Jahren ist DoubleClick stark gewachsen. Mittlerweile sind wir die Nummer Eins für Web-Publisher und Werbeagenturen, die Hilfe bei ihrer Online-Werbung brauchen“, erklärte der Vorstandsvorsitzende und Mitbegründer des Unternehmens, Kevin O’Connor. „Wir werden auch in Zukunft die Individualität unserer Kunden respektieren und innovativ arbeiten.“

Optionen auf den neuen Index werden an der „American Stock Exchange“ unter dem Tickersymbol MOX gehandelt.

© 12. Mai 2000 www.stock-world.de

german

[RH2]

Weiß jemand, wieso DCLK nach stabilem Verlauf über fast die ganze Sitzung in den letzten Minuten um sage und schreibe 5 $ oder fast 10% abgestürzt ist?
rh2

[german]

Ohne Kommentar:

http://biz.yahoo.com/e/000512/dclk.html

german

[german]

Ein Ausschnitt>:

May 12, 2000

DOUBLECLICK INC (DCLK)

Quarterly Report (SEC form 10-Q)
MANAGEMENT`S DISCUSSION AND ANALYSIS
OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS



THE FOLLOWING DISCUSSION OF THE FINANCIAL CONDITION AND RESULTS OF

OPERATIONS OF DOUBLECLICK CONTAINS FORWARD-LOOKING STATEMENTS RELATING TO FUTURE

EVENTS AND THE FUTURE PERFORMANCE OF DOUBLECLICK WITHIN THE MEANING OF SECTION

27A OF THE SECURITIES ACT OF 1933, AS AMENDED, AND SECTION 21E OF THE SECURITIES

EXCHANGE ACT OF 1934, AS AMENDED. STOCKHOLDERS ARE CAUTIONED THAT SUCH

STATEMENTS INVOLVE RISKS AND UNCERTAINTIES. DOUBLECLICK`S ACTUAL RESULTS AND

TIMING OF CERTAIN EVENTS COULD DIFFER MATERIALLY FROM THOSE ANTICIPATED IN THESE

FORWARD-LOOKING STATEMENTS AS A RESULT OF CERTAIN FACTORS, INCLUDING, BUT NOT

LIMITED TO, THOSE SET FORTH UNDER "RISK FACTORS" AND ELSEWHERE IN THIS REPORT

AND IN DOUBLECLICK`S OTHER PUBLIC FILINGS MADE FROM TIME TO TIME WITH THE

SECURITIES AND EXCHANGE COMMISSION.


OVERVIEW

We are a leading provider of technology-driven marketing and advertising solutions to thousands of advertisers, advertising agencies, Web publishers and e-commerce merchants worldwide. We provide a broad range of media, technology and data products and services to our customers to allow them to optimize their ad and marketing campaigns on the Internet and through other interactive media. Our patented DART technology is the platform for many of our solutions and enables our customers to use preselected criteria to deliver the right ad to the right person at the right time. Our service and product offerings are grouped into three segments:

- DoubleClick Media (Media);

- DoubleClick TechSolutions (Technology); and

- DoubleClick Data Services (Data).


BUSINESS COMBINATIONS

We consummated mergers with NetGravity, Abacus and Opt-In Email.com during 1999, which have been accounted for under the pooling of interests method and accordingly, the financial results for the three months ended March 31, 1999 have been restated. We acquired the remaining interests not previously owned by us in DoubleClick Scandinavia AB in December 1999 and DoubleClick Iberoamerica S.L. in November 1999. These transactions were accounted for under the purchase method.


REVENUE AND COST OF REVENUE

Three Months ended March 31, 2000

Media Technology Data Total
----- ---------- ---- -----
Revenue ............................. $60,190 $39,778 $14,727 $114,695
Intersegment elimination............. -- (4,639) -- (4,639)
------- ------- ------- --------
Revenue from external customers...... $60,190 $35,139 $14,727 $110,056
======= ======= ======= ========
Gross profit......................... $20,571 $27,492 $ 9,516 $ 57,579
======= ======= ======= ========


Three Months ended March 31, 1999

Media Technology Data Total
----- ---------- ---- -----


Revenue.............................. $16,373 $11,693 $12,753 $ 40,819
Intersegment elimination............. -- (1,407) -- (1,407)
------- ------- ------- --------
Revenue from external customers...... $16,373 $10,286 $12,753 $ 39,412
======= ======= ======= ========
Gross profit......................... $ 6,801 $ 7,554 $ 9,696 $ 24,051
======= ======= ======= ========
7


DoubleClick Media

DoubleClick Media revenue is derived primarily from the sale and delivery of advertising impressions through third-party Web sites comprising the worldwide DoubleClick Media networks. Cost of revenue consists primarily of service fees paid to Web publishers for impressions delivered on our worldwide networks, the costs of ad delivery, and technology support provided by DoubleClick TechSolutions.

Revenue for DoubleClick Media increased 267.6% to $60.2 million for the three months ended March 31, 2000 from $16.4 million for the three months ended March 31, 1999. DoubleClick Media gross margin was 34.2% for the three months ended March 31, 2000 and 41.5% for the three months ended March 31, 1999. The increase in DoubleClick Media revenue was due primarily to an increase in the number of advertisers and ad impressions delivered on the worldwide DoubleClick Media networks coupled with higher average prices of advertising impressions. Gross margin is down due to a less favorable site mix resulting in higher average site service fees and the decline in the proportion of revenue from AltaVista Company ("AltaVista").

DoubleClick Media revenue derived from advertising impressions delivered to the users of the AltaVista Web site was $7.5 million, or 12.5% of DoubleClick Media revenue for the three months ended March 31, 2000 compared to $3.5 million, or 21.3% of DoubleClick Media revenue for the three months ended March 31, 1999. Because we have specific contractual terms unique to AltaVista, we recognize revenue from DART service fees, sales commissions and billing and collection fees derived from the sale and delivery of ads on the AltaVista Web site and associated services. "Systems revenue" reflects the gross value of Media services invoiced on behalf of AltaVista. AltaVista systems revenue was $27.5 million or 34.3% of Media systems revenue of $80.2 million for the three months ended March 31, 2000 compared to $12.5 million or 49.2% of $25.4 million for the three months ended March 31, 1999.

DoubleClick TechSolutions

DoubleClick TechSolutions revenue is derived primarily from sales of our DART and AdServer product offerings. DoubleClick TechSolutions cost of revenue includes costs associated with the delivery of advertisements, including Internet access costs, depreciation of the ad delivery system, facilities, and personnel related costs incurred to operate our ad delivery system.

DoubleClick TechSolutions revenue increased 240.2% to $39.8 million for the three months ended March 31, 2000 from $11.7 million for the three months ended March 31, 1999. DoubleClick TechSolutions gross margin was 69.1% for the three months ended March 31, 2000 and 64.6% for the three months ended March 31, 1999. The increase in DoubleClick TechSolutions revenue was due primarily to an increase in the number of DART and AdServer clients, as well as the volume of impressions delivered for existing clients, offset in part by lower average pricing for the delivery of advertising impressions. The increase in gross margin is due to increased efficiencies from the growth of our DART-based service bureau offering and our consulting and support of the AdServer product, in addition to a higher margin product mix during the three months ended March 31, 2000.

DoubleClick Data Services

DoubleClick Data Services revenue is derived primarily from providing services such as prospecting lists, housefile scoring, list optimization, and marketing research services primarily to catalog-based retailers. DoubleClick Data Services cost of revenue includes expenses associated with creating, maintaining and updating the Abacus Alliance database as well as the technical infrastructure to produce our products and services.

DoubleClick Data Services revenue increased 15.5% to $14.7 million for the three months ended March 31, 2000 from $12.8 million for the three months ended March 31, 1999. Gross margin declined from 76.0% in 1999 to 64.6% in 2000. The increase in revenue was due primarily to an increase in sales to existing and new clients and, to a lesser extent, revenue from direct marketing clients outside the catalog industry. The decline in gross margin was due primarily to increases in personnel related costs resulting from higher employment levels, and facilities, depreciation and processing costs associated with supporting new product initiatives and higher revenue.



OPERATING EXPENSES

Sales and Marketing

Sales and marketing expenses consist primarily of salaries, commissions, advertising, trade show expenses, seminars and costs of marketing materials. Sales and marketing expenses were $45.9 million, or 41.7% of revenue for the three months ended March 31, 2000 and $18.3 million, or 46.5% of revenue for the three months ended March 31, 1999. Approximately $6.0 million of the increase was attributable to the increase in sales personnel and costs associated with growth and the expansion of our international operations. In addition to increases in other costs associated with our personnel growth, significant increases are attributable to commissions associated with the increase in revenue of approximately $3.5 million, costs related to the continued development and implementation of our marketing and branding campaigns of approximately $2.0 million, and an increase in the provision for doubtful accounts by approximately $2.8 million. The increase in sales and marketing expenses as a percentage of revenue resulted from our continuing effort to build our sales and marketing infrastructure. We expect sales and marketing expenses to increase in absolute dollars as we hire additional personnel, expand into new markets and continue to promote the DoubleClick brand, but decrease as a percentage of revenue.

General and Administrative

General and administrative expenses consist primarily of compensation and professional services fees. General and administrative expenses were $20.8 million, or 18.9% of revenue for the three months ended March 31, 2000 and $6.3 million, or 16.1% of revenue for the three months ended March 31, 1999. The increase was primarily the result of increased personnel and related expenses of approximately $4.3 million, in addition to increases in other costs associated with our personnel growth, and increased professional services fees of $3.2 million. Increased professional services fees related largely to consulting fees and legal services incurred as we continue to integrate and convert our systems and address privacy concerns. We expect general and administrative expenses to continue to increase in absolute dollars, but decrease as a percentage of revenue as we hire additional personnel and incur additional costs related to the growth of our business and operations.

Product Development

Product development expenses consist primarily of compensation and consulting expenses and enhancements to our DART and AdServer product offerings. To date, all product development costs have been expensed as incurred. Product development expenses were $9.7 million, or 8.8% of revenue for the three months ended March 31, 2000 and $5.8 million, or 14.7% of revenue for the three months ended March 31, 1999. The increase in absolute dollars was due primarily to increases in product development personnel and related expenses of approximately $1.8 million, in addition to increases in other costs associated with our personnel growth, and consulting expenses of approximately $500,000. We believe that continued investment in product development is critical to attaining our strategic objectives and, as a result, expect product development expenses to increase in absolute dollars.

Direct Transaction, Integration and Facility Relocation Charges

For the three months ended March 31, 1999, we incurred approximately $1.6 million in costs associated with the relocation of our corporate headquarters. As a result of our relocation, completed in December 1999, we incurred a non-recurring charge for the impairment of fixed assets of approximately $1.4 million on assets with a carrying value of $2.1 million (primarily leasehold improvements). These assets were abandoned and not relocated to our new headquarters building. Our management made an assessment of the carrying value of the assets to be disposed of and determined that their carrying value was in excess of their estimated fair value. The estimated fair value of the assets was determined based on an estimate of the recoverability of the assets carrying amount over their remaining useful life to the abandonment date using their initial cost recovery rate. Depreciation and amortization of approximately $200,000 associated with assets disposed of is presented outside of direct transaction, integration and facility relocation and other in the consolidated statements of operations. In addition, duplicative equipment and rental costs of approximately $200,000 were incurred.

Amortization of Intangible Assets

Amortization of intangible assets relates primarily to the goodwill associated with our acquisitions of DoubleClick Scandinavia AB in December 1999 and DoubleClick Iberoamerica S.L. in November 1999. Goodwill amortization will continue to impact our results from operations.


Non-cash Compensation

The increase in non-cash compensation in the current period primarily relates to the expected additional consideration payable to certain former shareholders of DoubleClick Scandinavia AB. Additional shares of DoubleClick common stock are contingently issuable based on continued employment of the former shareholders and the attainment of specific revenue objectives. We have assessed, and will continue to assess, the probability and amount of the shares payable and expect to incur significant non-cash compensation charges during 2000 and 2001.

Loss from Operations

Loss from operations was $31.9 million for the three months ended March 31, 2000 and $8.9 million for the three months ended March 31, 1999. The increase in the loss from operations was due largely to the amortization of intangible assets and non-cash compensation as well as the building of our personnel infrastructure as discussed above. We plan to continue to grow and expand our business and therefore anticipate future losses from operations.

Interest and Other, Net

Interest and other, net was $7.0 million for the three months ended March 31, 2000 and $2.1 million for the three months ended March 31, 1999. Interest and other, net included $10.7 million of interest income for the three months ended March 31, 2000 partially offset by $3.0 million of interest expense, and $2.6 million of interest income for the three months ended March 31, 1999 partially offset by $400,000 of interest expense. The increase in interest income was attributable to interest earned on cash and cash equivalents and investments in marketable securities primarily from the net proceeds from our common stock offering in February 2000. In addition, our average yield increased due to holdings in investments with longer-term maturities. The increase in interest expense is largely attributable to interest due on our Convertible Subordinated Notes. Interest and other, net in future periods may fluctuate as a result of the average cash and future debt balances we maintain and changes in the market rates of our investments.

Income Taxes

The provision for income taxes does not reflect the benefit of our historical losses due to limitations and uncertainty surrounding our prospective realization of the benefit. The provision for income taxes recorded for the three months ended March 31, 1999 relates to the standalone results of Abacus prior to our merger on November 23, 1999. The provision for the three months ended March 31, 2000 principally relates to a change in estimated tax refunds receivable.

Liquidity and Capital Resources

Since inception we have financed our operations primarily through private placements of equity securities, and public offerings of our common stock and Convertible Subordinated Notes.

Net cash used in operating activities was $5.1 million for the three months ended March 31, 2000 and $7.6 million for three months ended March 31, 1999. Cash used in operating activities resulted primarily from net losses and increases in accounts receivable, which were partially offset by increases in accounts payable and accrued expenses. Net cash used in investing activities was $342.8 million for the three months ended March 31, 2000, and $30.5 million for the three months ended March 31, 1999. During the three months ended March 31, 2000, we continued to acquire equipment and invest in affiliates to support growth and expansion, and we invested the proceeds from our common stock issuance in marketable securities. Net cash provided by financing activities was $551.0 million for the three months ended March 31, 2000 and $245.4 million for the three months ended March 31, 1999. Cash provided by financing activities consisted primarily of net proceeds from our public offering of common stock during the three months ended March 31, 2000 and our Convertible Subordinated Notes offering in 1999.

As of March 31, 2000, we had $322.0 million of cash and cash equivalents and $615.9 million in investments in marketable securities. As of March 31, 2000, our principal commitments consisted of our Convertible Subordinated Notes and obligations under operating leases. Although we have no material commitments for capital expenditures, we anticipate that we will experience a substantial increase in our capital expenditures and lease commitments consistent with our anticipated growth in operations, infrastructure and personnel, and the continued build-out of our newly leased New York headquarters facility. We currently anticipate that we will continue to experience significant growth in our operating expenses for the foreseeable future and that our operating expenses will be a material use of our cash resources.


Pursuant to an underwriting agreement dated February 17, 2000, we completed a public offering of 7,500,000 shares of our common stock, of which we sold 5,733,411 shares and certain stockholders sold 1,766,589 shares. Our net proceeds were approximately $503.8 million after deducting underwriting discounts, commissions and offering expenses.

We believe that the net proceeds of our prior offerings of common stock and Convertible Subordinated Notes, together with our existing cash and cash equivalents and investments in marketable securities will be sufficient to meet our anticipated cash needs for working capital and capital expenditures for at least the next 12 months.

[Mista-twista]

der nachbörsliche Handel von DCLK hat den Kursrutsch wieder aufgefangen ; Was meint Ihr ? ( Wollte bei 60 einsteigen habs verpaßt-bin am zweifeln ob ich noch rein soll .... )

[german]

Hallo,

bei längerfristigem Anlagehorizont uneingeschränktes JA - kurzfristig sehen wir evtl. noch mal etwas niedrigere Kurse - oder auch nicht. Mit 50% der beabsichtigen Summe reingehen - Rest bei Rückgang zukaufen - ansonsten bei anziehenden Kursen mit den verbleibenden 50% nachziehen.

Gibt i.d.Regel akzeptable Mischkurse!

german

[fsch]

Meiner Meinung nach ist die Zeit der Dürre vorbei

Ein Kommentar von mir: http://www.aktienboard.com/ubb/Forum3/HTML/000277.html

[buckweiser]

Hätte ich mal damals verkauft, dann hätte ich jetzt feine Einstiegskurs,

Grüsse, buck

[fsch]

Hi buckweiser,

was hältst Du eigentlich von Priceline.com?

Grüße, fs

[buckweiser]

Nicht viel, setzte mehr auf teure Gewinneraktien. Habe Priceline die letzte Zeit nicht verfolgt, die Aktie hat schlechtes Image, ist damals absolut überteuert an den Markt gekommen, im Moment haben sie wohl Schwierigkeiten mit dem Ticketservice(Konkurenz durch Fluggesellschaften...)
Kauf lieber Infospace, da steckt Phantasie drin,ich glaube, da kommen bald zahlen, evtl. abwarten und dann morgens in Deutschland zuschlagen

Grüsse, buck

[Huntline]

hi leute,
gibt`s neuigkeiten oder warum ist dclk heute so heftig gestiegen ?

gruss

[KiKo]

der grund:

Friday, July 28, 2000

Online advertisers rally
--9:12 am - By Tomi Kilgore
DoubleClick (DCLK: news, msgs) is tacking on 3 5/16 to 37 3/8 in pre-market trading. The Federal Trade Commission and the Clinton Administration announced that it had approved a plan by Internet advertisers to regulate personal information they collect about customers. The plan was put forth by a number of companies, including DoubleClick, 24/7 Media (TFSM: news, msgs), Avenue A (AVEA: news, msgs) and Engage (ENGA: news, msgs). 24/7 is climbing 1 47/64 to 12 55/64, Avenue A is hiking 1 1/4 higher to 10 1/2 and Engage is powering 1 21/32 higher to 10 15/16 in the pre-market. According to CS First Boston analyst Rich Petersen, the agreed upon plan "takes the privacy issue off the table" for e-marketing stocks. He noted that the uncertainty over the issue had been a major overhang, and the self-imposed standards represent a "best case scenario" for the ad networks.

Yours digitally
KiKo