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


To: Anthony@Carribean who wrote (3436)1/14/1999 4:20:00 AM
From: B. A. Marlow  Respond to of 5102
 
Sorry, Anthony@. Don't agree.

1) You're right, DBCC not an unlimited potential play. It's a *take-out* play and a great one. (That's why there won't be much for the shorts.) For that matter, so is CBS. (See some of my posts.)

2) Re: BCST--Tell me, do you know who's behind it? (Hint: It's Big Money and Big Muscles.) BCST now at say, $3.5B market cap? Will be $10B in 18 mos., maybe less. Promise. (Buy on the dips.)

3) Whom do you see as BCST's competition? DIS? GE/NBC? CBS? TWX? T? WCOM? IBM?

4) Like AMZN and YHOO, BCST is certainly "overvalued." It's just that it's gonna stay that way.

5) Then, there's this famous issue: "Is AMZN just a bookstore?"

6) The idea is that, over time, these firms will "earn" their valuations. Looks like some already are...

Value is in the eye of the beholder, no? The thing is, there are so *many* beholders!

BAM