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Technology Stocks : Mediaplex Inc-(MPLX)

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To: Richard Cohen who wrote (21)	1/27/2000 2:40:00 PM
From: Mark Oliver	Read Replies (1) of 45

I had posted those article because I was browsing the business wire and they were so striking. I had forgotten the company as I was on vacation this last week. Wow, should have bought the day I posted. Took a little position today. Obviously the really killer products that these technologies can produce are just a thought today. If this company can position itself to control element of proximity advertising to cell phones and car computers, this will be amazing. Interesting thing is the discussion of actually giving away cell phones to users who agree to receive ads. Certainly, growth was huge again this quarter. There was an upgrade: 08:17 ET Mediaplex (MPLX) 77 1/4: Lehman Brothers, after what they called "stellar" Q4 results, raises price target from $80 to $150 to be in-line with the revs multiple of ENGA; raises FY00 topline from $44.5 to $53 mln; SG Cowen also raises PT to $115 and ups from "buy" to "strong buy". All looks very interesting. Thanks for bringing this one back to my attention. Maybe someone can tell us more about how MPLX will leverage their position in adXML? Regards, Mark

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