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

To: WTSherman who wrote (3070)	1/12/1999 9:21:00 PM
From: vinh pham	Read Replies (2) \| Respond to of 5102

Internet stocks are not suppose to make sense. Try to apply fundmental stock analysis to YHOO, AMZN, EBAY, UBID ....and what do you get???

To: WTSherman who wrote (3070)	1/12/1999 9:27:00 PM
From: Nick Papa	Respond to of 5102

FYI: That remark (about DBCC's current level requires MKTW @ $200+) was mentioned a number of times on CNBC today. Same goes for an officer (can't remember the exact position) filing to sell 45,000 shares. I jumped in and out and am safe and happy. If you've been in this since the 10-12 range, I would suggest you consider taking your money off the table. I believe the risks are too great IMHO. If the stock tanks (on the news mentioned above) you can get back in and ride it long. But right now, you're standing in front of BIG train. Best of luck to those still holding.

To: WTSherman who wrote (3070)	1/12/1999 10:00:00 PM
From: ztect	Respond to of 5102

I said DBCC price will dip...But DBCC will stabilize when next 10-Q comes out and then rise again. I've sold 3/4 of my original position (not as high as I would have liked to), and will re-buy some of that position after the panic selling has subsided if that is what actually happens. Though I do believe though that MKTW IPO will go pretty high pretty fast. I don't hold any internet stocks. The IEI is way too high. I'm in and out all the time. My personal philosophy is ride a COmpany for a three to five bagger and then roll those profits into other "undiscovered" businesses and internet services, devices coming online. Currently I have money in SNMM, SHRP, WCTI, RRRR, ELON, JBOH, WINR, & TSIG...I had positions in TSQD, DRIV, PNLK, AWEB, CMGI, CNET and a whole slew of others. Like a bone head I passed on EBAY at 29 I've taken a lot more profits than losses ...sold some too early like CMGI but never got too greedy except with PNLK where I lost nearly an 700% profit. When "experts" come on CNBC and say buy the "leaders", I think they are completely nuts. AOL, AMZN, and YHOO are insanely valued and these bubbles will burst. AOL is a sad excuse of an ISP. I was trying to get on a client's AOL internet service at 3:15 on a week day after the kids got home from school. After dialing and get a line busy 20 times because all the school kids were on their computers, I gave up. My client said you usually can't back on until after 8:30 pm. AOL is an awful ISP. They still don't have the capability to serve their users. Yet they seem to spend their revenues sending CD's to new gullible users with free access time. AMZN was a good value at 200 or so points ago. They have a great web page and service but have to spend a tremendous amount of money to maintain and expand their customer base. I personally think the brick and mortar retailers that are expanding onto the internet while buying out distributor houses are the better buys and in the long run will give higher returns. Plus there are plenty of up and comers with better business plans ready to steal market share from AMZN even thought the market is getting larger. YHOO I almost never use..it is too internet only centric and too dependent upon online users for web traffic. If Silicon Investor delivered mail alerts automatically, I'd use Yahoo even less. Hotbot currently is my prefered search engine. When Word Cruncher comes out, I'll have even less use for Yahoo. Plus I don't like the graphic presentation of Yahoo. However, all the experts who lump "internets" into one grand category don't even comprehend that the differences and better business models presented by the likes of DBC with CBS in MKTW and other portals like Info Seek that have the powerhouse marketing departments of the likes of Disney and CBS behind them. Internet centric providers are the moment. Mutli-modal conveyors of media that use all avenues of the media and advertising to generate web traffic by utilizing these synergies ultimately IMO are going to be the most succesful and profitable models. MKTW is an precedent setting example of a "multi-modal" model. Thus DBC is more than MKTW...but MKTW will add tremendously to DBC's bottom line...CNBC valuation model was flawed and all of CNBC's numbers are wrong thus DBC's value isn't contingent upon MKTW achieving a $2B marketcap. CNBC also refered to CBS as a "quasi-internet" company which was a statement in accordance with their and other "experts" limited and too constricted definition of what an "Internet" company is. ANy current retail business is potentially an Internet business. Walmart, Home Depot, and Good Year are potentially Internet companies. Other non-retailers also utilize the internet to facilitate and expedite procurement. Internet related companies are also any computer component, any network device, and potentially any kind of telephony or cable since so many of these means of communication are converging. Why do you think that the IMAC is kicking butt? It is an easy and un-intimidating way for the neophyte to "get on the net". This easy internet access marketing ploy is more critical to Apple's recovery than fruit flavor colors. On that note, I'll get off my pulpit and go to sleep. ztect (too lazy to check spelling or spell check on another app)