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

To: drakes353 who wrote (3989)	1/15/1999 2:49:00 PM
From: WTSherman	Respond to of 5102

.if you think MKTW is headed up buy MKTW This is absolutely correct, there is no substantial upside to DBCC(aside from MKTW)that isn't already factored in. But, due to discounting factor, already mentioned, there is a downside. Anyone who likes MKTW should buy that stock, buying DBCC doesn't make sense now that MKTW is available...

To: drakes353 who wrote (3989)	1/15/1999 3:11:00 PM
From: Mr_X	Read Replies (1) \| Respond to of 5102

Best hedged trade I have seen in a long time is long MKTW/ short DBCC. you can get short all the lame, ridiculous assets of DBCC other than its MKTW stake for the absurd valuation of $400 million. This collection of dreck might fetch $50 million. Maybe less. DBCC should be about $12-15 with MKTW at 105. Spread will close. Longs are very fortunate to have the opportunity to get out at 24 now. Thought with DBCC trading 30 earlier today MKTW would be well over $200/share. This price must be very dissapointing.