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Technology Stocks : ZD Inc., Ziff-Davis (ZD)
ZD 37.98+4.6%Jan 15 3:59 PM EST

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To: Geoff Altman who wrote (755)4/5/1999 8:28:00 PM
From: nord  Read Replies (1) of 855
 
Am i standing on my head or what. ZD is not going bellu up. It is going thriough a transition from traditional media company to a new media company. Like all print media transform or expire.

Fact ZD owns 84% of ZDZ shares the better ZDZ does the better ZD does. At current price ZDZ has added over 2.5Billion to the + column of ZD.
Fact at $19/share and 19M/shares sold ZD has $190M in cash to pay down debt, buy assets, expand ZDZ etc. Anyway you look at a tracking stock it, is and will always be a tracking stock [smaller] than the parent unless the parent dies or as in this case there is a short term loss of reality. Either ZDZ comes down ZD goes up or they both go down ZDZ alot more than ZD if I am to stand on my fewet again. ZD is not going to die unless ZDZ does. Then could close the doors of ZD tomorrow and have all the assets of the company and all the stock in ZDZ remember the other 84%?
Norden
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