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Technology Stocks : Modem Media . Poppe Tyson (Nasdaq: MMPT) -- Ignore unavailable to you. Want to Upgrade?


To: speedbird who wrote (288)2/9/1999 10:39:00 AM
From: Hari Abhyankar  Respond to of 821
 
Part 1: Compare Apples to Apples

Read the following excerpts from SEC fillings:

MMPT from form 424B4

We combine our substantial expertise in marketing, creative design and
digital technology to deliver on a worldwide basis a complete range of digital interactive marketing services, including consulting and research related to our clients' marketing strategies, which we refer to as strategic consulting,website design, electronic commerce and electronic customer communication services, interactive advertising and promotions, and data collection and analysis

KTWO from form 10QSB (11/98)

The Company is a full-service interactive marketing and
communications company. The Company provides such services as development of online brand, communications and technical strategies, media placement on Web sites, consulting services regarding Web site usage and user characteristics,live Internet broadcasts and the development of CD-ROM discs, and print collateral systems.

THNK from form 10KSB (9/98)

The Company provides integrated marketing, communications and technology solutions enabling clients to utilize the Internet and other interactive technologies to enhance their competitive position. The Company focuses on identifying opportunities for companies to restructure their marketing and distribution strategies around interactive technologies and implementing
creative solutions to deliver their messages with the greatest impact.

DCLK from form 424B1

We currently have two principal lines of business:
- THE DOUBLECLICK NETWORK (AD SALES). The DoubleClick Network provides fully-outsourced ad sales, delivery and related services to publishers of highly-trafficked Web sites, including AltaVista, The Dilbert Zone,Macromedia and U.S. News Online. The DoubleClick Network focuses on meeting the advertising needs of Internet advertisers who target users on a national, international and/or local basis.
- DART SERVICE (AD SERVING). Our DART Service provides Web publishers, advertisers and ad agencies with the ability to control the targeting, delivery, measurement and analysis of their online marketing campaigns on a real-time basis.

TFSM from form 424B1

In particular,
24/7 Media: (i) operates the 24/7 Network (the "24/7 Network"), a network of over 85 high profile Affiliated Websites to which the Company delivered an aggregate of over 335 million advertisements in May 1998; (ii) operates the CliqNow! network (the "CliqNow! network"), a network of over 75 medium to large-sized Affiliated Websites to which an aggregate of over 45 million advertisements were delivered in May 1998; (iii) operates the ContentZone (the "ContentZone"), a network of over 2,000 small to medium-sized Affiliated websites to which the Company delivered an aggregate of over 40 million advertisements in May 1998;



To: speedbird who wrote (288)2/9/1999 10:42:00 AM
From: Hari Abhyankar  Read Replies (2) | Respond to of 821
 
So MMPT, KTWO and THNK are competitors involved in media buying and strategy while DCLK and TFSM are in media selling. Thus MMPT, KTWO and THNK are competitors and MMPT does not (in a direct sense) compete with either TFSM or with DCLK. I am really surprised that analysts ever made the flawed comparison.