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Technology Stocks : MSGI Marketing Services Group Inc. -- Ignore unavailable to you. Want to Upgrade?

To: stock_bull69 who wrote (1973)	8/30/1999 9:50:00 AM
From: Austin S.	Respond to of 3418

From ING Barrings re: MSGI..... From its latest report on MSGI: "MSGI has successfully positioned itself as an integrated provider of dataase and internet marketing services. Over the past two years, the companies management has embarked on an acquisition strategy that has built on its core database capabilities; shifted the mix away from non-profit fundraising outbound telemarketing business; and added cutting edge Web development, e-commerce and Internet marketing expertise. This strategy has put the company in a position to reap the benefits of combining customer knowledge acquired from database marketing with the one-to-one delivery of the internet. According to Jupiter communications, Internet marketing is expected to grow to $8 billion by 2002, up from $2 billion in 1998, a 41% CAGR. The Direct Marketing Association believes the direct marketing over the internet will total 5.3 billion, representing a 54% CAGR, by 2003. With the recent purchase of CMG Direct and the naming of its principle ED Mullens as the president of MSGI, the company is embarking on an Internet investment strategy similar to that incorporated by Mullens previous employer, CMGI. This includes incubating and monetizing Internet businesses in order to drive shareholder returns. In addition we believe the companies strategic relationships with CMGI and GE Capital should enhance its ability to compete in the internet marketing arena. We believe MSGI represents an extremely attractive investment opportunity, given the strong positioning of the companies core database businesses, the vast potential of its expertise in Internet marketing, the prospects of its strategy to become an incubator of internet businesses and the strength of its strategic investors."