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Technology Stocks : Data Broadcasting Corp. (DBCC)

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To: RockyBalboa who wrote (2493)1/10/1999 2:25:00 AM
From: Trippi  Read Replies (1) of 5102
 
AJ -- I'm not here to debate CBS buying Marketwatch --- as far as I'm concerned DBCC is strictly a momentum play -- and I will happily join you in the shorting after it runs up a bit more. However there is a flaw in your argument -- it would be insane for CBS to buy more of Marketwatch after the IPO -- because odds are MarketWatch will be insanely over valued after the IPO. Better CBS pay through the nose now at semi insane price than wait out the IPO -- that logic doesn't make much sense to me at all. As for NBC dumping MSNBC -- MSNBC's ratings have quadrupuled over last 9 months -- as a frequent guest on MSNBC and occasionally on the parent network -- I can tell you only that I doubt NBC is thinking at all about dumping MSNBC -- NBC is better positioned than either CBS or ABC on the WEB -- odds are its the parent networks that will not survive the next five years -- not their cable cousins and internet plays.
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