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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: ztect who wrote (6204)	1/15/1999 5:08:00 AM
From: profit_guy	Read Replies (1) \| Respond to of 18998

>>>DBCC current longs - Kind o' reminds me of the Teletubbies. I did well going long on DBCC, but the time to leave was a few days ago - just look at a chart. Anyhooowww, when the longs who are STILL in discover that DBCC will not "rocket up" this morning before the MKTW IPO launch, they will be doing one huge collective "uh-oh" and start scurrying about, banging into each other as they try to get out of their positions in a panic, causing DBCC to tank rather sharply (uh-oh). When the dust settles in a few days, I will cover at $15 or so. (as I wipe away a tear) profit_guy

To: ztect who wrote (6204)	1/15/1999 7:20:00 AM
From: Mad2	Read Replies (1) \| Respond to of 18998

ZZZZZZZZZZZZZ.......... DBCC's core business is in transition. The FM broadcast of data (that's where the broadcast part of their name came from) is declining going away. Competition in the streaming data is healthy. MKWT revenues are what??? DBCC will be around unlike some other I Nut experiments, however it's simply overvalued.

To: ztect who wrote (6204)	1/15/1999 8:22:00 AM
From: Mr. Pink	Read Replies (5) \| Respond to of 18998

ZTEC, You promise "analysis" but you provide only a touchie feelie appraisal of dbcc's prospects..the valuation is absurd...how do these relationships turn into cash flow and earnings? mp

To: ztect who wrote (6204)	1/15/1999 10:30:00 AM
From: alan	Read Replies (2) \| Respond to of 18998

Real analysis? what web business does dbcc have after marketwatch? I read the k's and q's - there is very little there. bond analysis? how about some real analysis on market watch? how many news web sites do you think there will be? ever heard of the wall street journal? ny times? street.com? abc? nbc? financial times? bloomberg? just to name a few . . . what are they worth? a billion each? ten billion each? Dow Jones owns the journal, barrons, and part of cnbc. brand name? i think so. market cap? $4. billion. is market watch worth 25% of that?