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

To: ztect who wrote (3051)	1/12/1999 6:41:00 PM
From: Mr_X	Read Replies (2) \| Respond to of 5102

page views were discussed at roadshow yesterday - 2 million unique viewers/month. pages/user declining due to traffic diverted from yahoo, who only stay to look at one or 2 pages and then return. Growth and numbers are indeed impressive, and management did a very credible job. CBS tie-in emphasized, and synergies are apparent. But still, 300/share is a $3 Billion market cap for a single web site. These are tulip bulbs we are trading, and this will end badly.

To: ztect who wrote (3051)	1/12/1999 8:57:00 PM
From: WTSherman	Read Replies (4) \| Respond to of 5102

Some, actually most, times it doesn't pay to follow the crowd and listen to what the supposed "experts" say. No offense, Z, but get real... This isn't about being an expert its about simple arithmetic. Unless you think that MKTW is going to end up day one with a market cap of $2B+ then holding DBCC doesn't make any sense. If you think that MKTW is a good opportunity then buy the stock when it trades. At least you actually have that stock and don't have to deal with what DBCC will or won't do about its interest, how much of a discount will take place, etc. The only logic for keeping this stock now is if you really think the odds are for it to IPO at a huge price. If it doesn't DBCC holders lose out when compared to selling now and buying MKTW when it is trading...