DCLK just became the PRIME MOVER in the net
adserving business.CMGI has got to be nuts except for the
low price they paid for ADFC. Only ENGA to really
worry about now and things ain't looking that good for
them. The 2000lbs Gorilla is eating up chunks of market
position and will be worth $6 billion dollars before long.
Nobody is gonna buy DCLK out due to capiptalization.
CMGI just f-'d up and probably still cannot produce a
quality marketing ad team. Meanwhile, DCLK closes deals
and prepares for the next qtr, which will be bigger
than you think!
Short term thinking will give
you ulcers, the longterm outlook for DCLK is still as
MARKET LEADER. As always, just MHO.
However, it seems
that everybody wants to be or have DCLK.
selling , LONG TO THE BONE!
Look, DLJ is our firms largest analyst and they
do not intend on downgrading this company and do not
believe that the CMGI deal will effect anything that has
been stated on this board today. They just said this
so for you innocent investors who are dumping this
stock on this boards hipe...I am sorry that you let
these shorters talk you into it. I believe you will
probably see a bounce back to the 120's within 2
days...Mark my word and remember the shorts are trained to
hype bad ideas on these boards. That is what they
teach them to do.
Anyone who added to their short position in the
mid 120's? I'm really looking forward to October now.
This run-up is just what I was wishing
Shorted more in the 124's. We won't be at these levels
until early November (if you are lucky)