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Technology Stocks : Data Broadcasting Corp. (DBCC) -- Ignore unavailable to you. Want to Upgrade?


To: ztect who wrote (2591)1/10/1999 11:19:00 PM
From: AJ Berger  Respond to of 5102
 
Don't OverEstimate Institutional Ownership

many institutions have target pricing or
timing that forces them to change their
position on a stock. considering how
conservative DBCC used to be, it's likely
that many institutions have reduced their
exposure to DBCC as it has met what may
have been their required price.

NAVR not being institutionally held could
very well be from it's trip to $27 and back.
That kind of volitility does not sit well
with them, or they exited in the 20's when
it met their pricing thresh hold of that time.

Just adding food for thought,
you can spin this either way.



To: ztect who wrote (2591)1/10/1999 11:27:00 PM
From: John Wu  Read Replies (2) | Respond to of 5102
 
Ztect,

The reasons you give for Briefing.com being wrong make me want to exit this stock even faster. I want a small float, high short interest, and lots of retail investors to make DBCC a moonshot. I don't care about DBCC's business, cash flow, debt burden, or any other fundamental measure. I am treating DBCC as a pure momentum play for the MarketWatch IPO. Once the IPO is out, DBCC will trade at about 38% of MarketWatch. Unless MarketWatch is a monster IPO, I think DBCC will tank hard. I think it will tank hard a couple of days before the IPO anyway as MoMos get out. Good luck to you however you play it.

JW



To: ztect who wrote (2591)1/11/1999 12:12:00 AM
From: Mark[ox5]  Read Replies (1) | Respond to of 5102
 
ztect, briefing.com may be wrong in their analysis but don't underestime their power.

I have seen stocks move up 40% on a positive spin by them... its better for the longs that the article came out on the weekend, then say at 11 AM , because a lot of people have a "sell first, ask questions later" mentality.

For a parallel, if CNBC "made a mistake" and said something negative about a stock, or an analysts said something negative about a small, relatively unknown stock (i.e. DBCC) the stock would sell off immediately.

Even if the info was incorrect... so have to take that into account.

M



To: ztect who wrote (2591)1/11/1999 5:36:00 PM
From: ztect  Respond to of 5102
 
One last edited re-post regarding "the MALL issue" in bold face...

DBC is one of the leading , if not the leading, provider of time sensitive data and financial information to a wide range of clients globally. DBC has a wide range of branded products and has a huge number of alliances. Please refer back to my post. Message 7203263

DBC can provide and integrate their products via different media. Such a multi-modal provider can generate traffic for its sites through both conventional and internet methods. DBC also is a rudimentary part of many popular successful financial websites. They are like a part in a car that every car manufacturer requires.

Now the MALL / UBID analogy doesn't work on several levels.

Unlike DBC, MALL isn't and never was a leader in its sector.

MALL stock has a very small float (about 4 mil shrs) that has less institutional investors. Thus the stock price is a LOT LOT more susceptible to wild stock movement both UP and down.

DBCC shares have 35% institutional ownership of the 19 mil float. Institutional investors are a lot LOT less whimsical than retail investors. Plus with the larger float, the price has more of a cushion and shorters are less likely to be squeezed.

Shorts getting squeezed led to the quick run ups of stocks like KTEL and MALL because shorts continually had to cover at higher prices, since mm's didn't have shares due to the small floats.


ztect