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: grogger who wrote (750)	6/4/1999 5:53:00 PM
From: puborectalis	Read Replies (1) of 821

MODEM MEDIA POPPE TYSON – More companies are using the Web to reach new customers. Unlike traditional advertising agencies, MMPT started with an exclusive focus on new media. MMPT has established a leading reputation by virtue of concentrating on fewer, larger clients. Its business model starts with providing the blue print for an online presence and marketing campaign, from site design to media spending, earning service fees on essentially a cost-plus basis. MMPT has demonstrated both growth in number of clients and revenues per client, enabling operating leverage. We believe there could be considerable upside in the model as clients adopt a more profitable pay-per-customer-delivered model. We believe MMPT has been overlooked since its IPO, even though it has shown strong results. We believe MMPT's impressive results in a seasonally slow Q1 demonstrate the strength of the team and strategy. We believe the range of possible EPS before amortization in 2002 is from $0.50 to $1.00 or higher as the pay-for-performance model materializes. This EPS potential does not appear to be reflected in the current stock price.

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