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Vollständige Version anzeigen : doubleclick über Erwartung doch warnt für 2001 und kann trotzdem.............


Silke
12.01.2001, 07:39
....über 10% im nachbörsl. Handel zulegen. Pers. gehe ich hier von einem extremen short squeeze aus!

DoubleClick Cuts Expectations for 2001

THURSDAY, JANUARY 11, 2001 6:52:00 PM EST
NEW YORK (Reuters) - Online ad company DoubleClick Inc. DCLK said on Thursday it broke even in the fourth quarter, a better result than analysts had expected, but warned that a poor advertising climate would hit revenues and earnings in 2001.

The New York-based company said media revenues -- from selling advertising on the Internet -- would be down between 25 percent and 30 percent in 2001, mainly due to the absence of CMGI Inc.'s CMGI AltaVista as a client.

Online ad companies have taken a hit from the collapse of many dot-coms companies, which had previously thrown money into advertising to raise their profiles.

DoubleClick's warning for 2001 followed a similar one from Internet media bellwether Yahoo! Inc. YHOO on Wednesday, which cast a shadow on the advertising and Internet media industries.

``The shake-out has come faster and more brutal than we expected,'' DoubleClick Chief Executive Kevin Ryan said in a conference call with analysts and reporters.

Ryan said he expects to see a tough half year in advertising, but said that DoubleClick is not as dependent as other online ad companies because of strong growth in both its data and technology businesses.

For the first time, revenue from its TechSolutions business, which delivers ads directly to sites, exceeded its media revenue amid strong sales in Asia, totaling $61.5 million. Investors, who had until now focused almost entirely on the media business, were now beginning to pay more attention to DoubleClick's technology business, analysts said.

DoubleClick forecast a pro-forma profit of between 7 cents and 9 cents a share for the year, down from the average 11 cents a share expected by analysts tracked by First Call/Thomson Financial.


<font size=1>[Dieser Beitrag wurde von MaryMeeker am 12.01.2001 editiert.]</font>

Ralph
12.01.2001, 07:46
Short-Squeeze ! .... darauf kannste wetten ! http://www.stock-channel.net/Board/smilies/smile.gif

<IMG SRC="http://charts.cnbc.com/jetson/GR-D-DCLK-0.467264046171946-6-0-0-260-460-212-S_104_D_D_D_D_S_0_D_D_D_D_-ind.gif" border=0>

Ralph

Gast_B
12.01.2001, 17:50
Merrill's Blodget Upbeat On DCLK, Sees 2001 EPS Upside (DCLK)

(NewsTraders.com) -- Despite DoubleClick's (DCLK) warning that its 2001 earnings will be much lower than expected, Merrill Lynch analyst Henry Blodget adjusted his EPS projection so that it is still higher than the company's guidance by a penny, stating, "We remain cautiously optimistic that the worst is over for the stock."

The good news is, despite DoubleClick's lowered guidance for 2001, the company did handily beat its recently reduced estimates.

Blodget pointed out that the company "is in the enviable position of investing in new business and likely selectively acquiring other cash strapped dot.coms to enhance its product offering."

The analyst lowered his EPS estimate for 2001 to $0.10 per share from the $0.10-to- $0.20 range; the company's guidance sets a goal of posting EPS of $0.07 to $0.09 per share.

Blodget trimmed his revenue estimate for the year to $501 million from $517 million.

The analyst believes that DoubleClick's valuation can be considered attractive; recently, the stock traded higher by $3.13, or 27.8%, to $14.38.


Ziemlich verwirrend für meine Bedürfnisse http://www.stock-channel.net/Board/smilies/confused.gif
Bei dem Kursgewinn (+ 28%) könnte man doch shorten, oder was meint Ihr?

Ralph
12.01.2001, 17:56
Brigitte,

wenn Du der Auffassung bist, dass der Rückgang der Werbeeinnahmen eine säkularen Trend bedeuten, dann kannst Du das machen .... wenn Du der Auffassung bist, dass die Werbeeinnahmen "zyklisch" sind, dann würde ich dies besser lassen ! .... gleiches gilt übrigens auch für Yahoo!

Just my $.02

Ralph

Silke
12.01.2001, 18:02
Brigitte,

die Puzzlteile passen nicht mehr zusammen, und ich denke ein Short könnte bei dieser Masseneuphorie, fatal enden. Eine Marktbeobachtung ist vielleicht besser ...oder?

Denk doch dran: Wir sind noch Jung genug und Chancen gibt es immer wieder - und sowas was man mit logischem Denken nicht erklären kann erscheint äußerst dubios!

http://www.stock-channel.net/Board/smilies/biggrin.gif
MM

Gast_B
12.01.2001, 18:09
Ich danke Euch.

Also fundamental war meine Überlegung überhaupt nicht begründet. Sondern rein aus der Überlegung heraus, dass die Kursgewinne übertrieben sind und auch die Nasdaq eigentlich reif für eine Verschnaufpause sein sollte.

Aber stimmt MM, das könnte evtl. auch fatal enden, habe mir erst im Dezember die Finger verbrannt mit DCLK. Die steigen anscheinend immer nach Bekanntgabe von negativen Aussichten.

Ich lasse das dann mal lieber http://www.stock-channel.net/Board/smilies/smile.gif

Grüße
Brigitte