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: go_bucks who wrote (390)	2/19/1999 8:48:00 AM
From: Hari Abhyankar	Read Replies (1) of 821

I would argue that KTWO has simply not been discovered by the street. I don't believe that there is a clear leader/follower relationship in this industry as yet. BTW, K2 has plenty of resources (A lot of $$, highly skilled people (CEO is well respected in the field), a proven track record; as a matter of fact they have one of the BEST client lists that I've seen) THNK almost became the leader and then spent way more than they should have in too short a time in an attempt to establish their leadership. I hear that K2 has a great deal of respect in this new sector of the ad market and could be prime target for consolidation. Now to LEAP; IMO LEAP is simply a second rate ad agency that has created a new division, i.e., quantum leap, to play into the internet hype. Quantum leap is very new and has very few clients and little experience in this medium. As far as DCLK/TFSM/NETG are concerned I can only comment on the first two. DCLK attempts to serve the biggest firms while TFSM picks up the rest. I cannot predict which strategy will win and thus which firm will lead, IMO it is up in the air at the moment.

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