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: Mark Woolfson who wrote (452)	3/9/1999 10:45:00 AM
From: Lane Hall-Witt	Read Replies (1) of 821

I think it's going to take a little while before the Internet analysts figure out the MMPT business model. Among Net investors, there's much emphasis on delivering low-margin, commodified services in bulk. That is what DCLK, AMZN, YHOO, EBAY, and the like all do; and I think that is understood to be, in part, the glory of the Internet sector. It's possible to build services and then replicate them for delivery at an extremely low marginal cost. MMPT operates under a completely different model, cultivating close relationships in order to deliver high value to an elite base of clients. The question for Internet investors must be: is there a market for value in the Internet space? I look at the 50 blue-chip clients MMPT already has and believe that there is a market for this value. I think MMPT will look increasingly attractive to analysts as they figure out what the company is doing, with its emphasis on quality, high-margin business. It may take some time for this to sink in. Look at the EBAY chart and think about how long it took for that business model to sink in, too.

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