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

To: Sam Citron who wrote (4060)	1/15/1999 8:47:00 PM
From: Joe Pirate	Read Replies (1) \| Respond to of 5102

>>but their valuation model implicitly assumes that there is no other >>part of DBCC that has value other than the 38% stake in MKTW. >>Strange! Exactly! Would it be correct to assume that anything is possible in life ? Would it be correct to say that people are biased on the long or short side of a stock ? Would it be correct to say that articles written by a stock bull will be "bullish" or visa versa ? So, is that "guy" who wrote the article a bull or short or just plain dumb ? :-D What am I saying ? hee! Pirate

To: Sam Citron who wrote (4060)	1/15/1999 11:43:00 PM
From: Maher Sid-Ahmed	Read Replies (1) \| Respond to of 5102

Here are real numbers: MKTW has sales of $1.5 million in the last 12 month. Income of -$1.59 million. In real value this company should be worth no more than $1/share. DBCC has sales of $89 million in the last 12 month. Income of -$5.9 million. Since both have negative income, hence, we can only compare P/S. Based on relative P/S DBCC should have a price of 89/1.5=59 x P of MKTW. DBCC other business components have much higher value than MKTW. I think MKTW is a far more speculative investment than DBCC. This is just my opinion and I feel these stocks will tumble very quickly if they cannot show sustainable revenue growth soon. Compare MKTW with PQT which is valued at $3.125. I think PQT has a better business model and higher revenues. In the model suggested by: Christopher Byron MSNBC CONTRIBUTOR Jan. 15 1999 OPINION msnbc.com ref/ you will have to adjust his price of $13 to include other business components of DBCC which should be worth 59*share price of MKTW. This gives a ridiculous high valuation for DBCC of over $5000 per share. Tuesday will be an interesting day. Maher