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

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To: Ken Whiteside who wrote (230)2/7/1999 7:45:00 PM
From: Mohan Marette  Read Replies (1) of 821
 
Let's wait till Monday shall we before jumping in to conclusions. I don't think I need to add the 9 mil loses as you put it anywhere,the valuation of companies in this sector is currently based on Price to Sales numbers,besides I didn't add the losses of DCLK in the calculations so even if I had to I didn't discriminate one from the other so it should have a 'null-effect.

Delphi is getting all the attention because it is a GM deal and more
people are familiar with it than other issues.

As for TNO,it is following the same pattern as other IPOs,in these instances the stock price of the parent moves upward just prior to IPO
and then it settles down once the IPO has come to market irrespective
of what percentage the parent owns.Case in point DBC/CBS Market Watch, Mall/uBid etc etc...

Please note MMPT has gotten rather good press from S&P,CBS MarketWatch,Reuters and many others,I don't think CNBC determines the future of any company let alone their stock price movements.Sure it would have been nice if they gave the company a bit of a press but that is OK.

All this in my opinion of course and damn it I reserve the right to be wrong.<g>

So in my opinion you worry too much.
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