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Technology Stocks : Modem Media . Poppe Tyson (Nasdaq: MMPT)
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To: Hari Abhyankar who wrote (386)2/18/1999 5:24:00 PM
From: go_bucks  Read Replies (1) of 821
 
Hari:

I understand your comparison.. KTWO does look undervalued compared to MMPT.. but it's common in all industries where leaders get a higher
premium. e.g. DELL is more expensive than CPQ/GTW, ORCL more expensive than SYBS/IFMX

The reason may be that customers tend to go with more established firms with more resources..

All said, THNK and KTWO (what about LEAP) do look cheap here.

The next one coming public.. IXL.. should be interesting to see what premium the market gives them.

Flycast also filed S1, what do you think of it? And what do you think
of DCLK/NETG/TFSM and those still private ad serving companies

Thanks
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