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Non-Tech : CSFB Direct(DIR)
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To: Daniel Miller who wrote (2)5/10/1999 9:46:00 AM
From: Mohan Marette   of 406
 
Steve Harmon on 'tracking stocks'

What's your take on the upcoming ... DLJ Direct tracking stock?"

Reply:
.......................
DLJ Direct represents a little different opportunity to me. Tracking stocks are fine to a point but I favor pure plays, innovators and not the 'me too' stocks riding enthusiasm. That's the challenge of large companies with Web assets, capitalizing them while selling enough of the company to the public to give them a say in its future.
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