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

To: Michael Young who wrote (3364)	1/13/1999 10:03:00 PM
From: lebo	Respond to of 5102

What about their other JV with Travellers? Is that worth nothing in your opinion?

To: Michael Young who wrote (3364)	1/13/1999 10:13:00 PM
From: ztect	Respond to of 5102

Maybe.... Maybe not.... z

To: Michael Young who wrote (3364)	1/13/1999 10:17:00 PM
From: Tom Hua	Respond to of 5102

After MTKW trades there will be no reason to own DBCC. If you love MTKW you will buy MTKW, not DBCC. Michael, and if you love to short MKWT, you can't short MKWT, so you short DBCC. That's one of several reasons that contribute to a discount of MKWT's intrinsic value in DBCC. Regards, Tom

To: Michael Young who wrote (3364)	1/14/1999 3:18:00 AM
From: B. A. Marlow	Respond to of 5102

Wrong, Shorts. Big Reasons to own DBCC: It holds the other 38% of MKTW. Are you (and your fellow shorts) sure that DBCC will be left alone to share ownership with CBS of the Net's hottest standalone investor Web site? Know this: DBCC is smokin'! It has mind share, it has followers, it has suitors. As for SPLN, Michael Y., you assume that its current valuation is "correct." Better think again. If it's now "worth" <$600mm, then two weeks ago, it was "worth" <$300mm. What's changed? Two weeks from now, it could be "worth" >$1.2B. In fact, it could be revalued on Friday based on the MKTW IPO alone. We'll see... Even you would agree that the Net represents (at least in terms of "pure plays") an investment and speculation "food chain." New money is progressing down a natural list of sectors. A few days ago, we put Internet broadcasters into the multi-billion market cap league. Today, we're considering the investor/financial information group. Tomorrow, it will be sports. And so on. Valuations can change dramatically as these blast-offs take place. Could a short game that made a few bucks last fall ever become a loser? Remember, the investor base is broadening out. Media attention is overwhelming and priceless. Could MKTW be the one that Mr. and Mrs. Mainstreet and Joe Sixpack want in on (and can't get)? Look, you and your band of merry men don't need my permission to short DBCC. Go right ahead. But you're wrong on the facts. Your "valuations" are naive. You're arrogant and often rude. And your only hope is to scare out weak hands for a few quick points. A power pounce play, if you will. In a few days, you're history. As everyone knows this, why not just admit it? On the long side, we put our cards on the table. Why can't you? This way's certainly not convincing. And it could be risky. BAM