Modem Media . Poppe Tyson (Nasdaq: MMPT) Message Board

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Technology Stocks : Modem Media . Poppe Tyson (Nasdaq: MMPT)

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To: Nandu who wrote (21)	2/2/1999 6:59:00 PM
From: Stephen	of 821

Nandu & CP. Just a couple of points regarding TNO & DBCC. DBCC became a trading vehicle pure and simple. It went from 4+ to the stratosphere even though the measure of added valuation from the IPO could never live up to the DBCC price increase. The downfall therefore could be expected, and even at the current price, DBCC is way overvalued and probably only holding up around 20 because of the potential CBS takeover (though I haven't checked the thread recently). TNO went to 28.625 gaining 1 & change on the day they filed for the IPO. It has a larger float, so price action should be less dramatic, especially as it doesn't trade on the Nasdaq. There may well be a run for the exit on/prior to the IPO ... but if MMPT does as well as I believe it will, I will be looking to pick up the dip on TNO (as long as the market holds strong). Course .... few people look at the details or do the math these days ... but TNO as the parent company looks pretty cheap considering each $10 of MMPT is worth (if I remember correctly) around $1.50 on the share price. Anyway, good luck to everyone, however they play it. Stephen

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