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Technology Stocks : ZD Inc., Ziff-Davis (ZD) -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Gogol who wrote (453)	3/10/1999 4:48:00 PM
From: David L. Carter	Read Replies (2) \| Respond to of 855

Loving it,,, I agree.

To: Jerry Gogol who wrote (453)	3/10/1999 5:29:00 PM
From: Maverick	Respond to of 855

ZD IPO date:the week of 3/29,most likely 4/1. Rd show starts 3/15 ipo-fund.com Ziff Davis will be on a road show starting March 15, 1999 to debut it's ZDNet spinoff. The estimated range for ZDNet is at $11-13. Opening price of the stock may actually be conservatively at $30. If that happend, ZD stock should be in the upper $20's to low $30's based on the number of shares outstanding. ZD will also own 80% of ZDNet.com and ZD has 100 million shares out while ZDNet has 73 million shares outstanding. It looks like ZD will hit new heights of high 30s next week as mutual funds, pension plan, momentum players will know about ZDZ next week through the road show. Rotation from gains in stagnant high-risk, high flyers such as CNET, CMGI, AMZN, AOL, YHOO, BCST, EBAY, EXDS, LCOS, SEEK into the undervalued ZD should fuel the fire. Short covering will happen shortly pushing up ZD even more. GS, HQ, DLJ will likely initiate good ratings on ZDZ 26 days after IPO (the earliest by law). ML already had a long term BUY on ZD. The underwriters could not have chosen a better timing to christen ZDZ at the Internet peak market.

To: Jerry Gogol who wrote (453)	3/10/1999 5:51:00 PM
From: Maverick	Read Replies (1) \| Respond to of 855

Net stock IPOs: If the market feels good, do it So it's clear that an Internet company needs only three things to go public: favorable market conditions, respected venture capitalists and powerful investment bankers. Scott Sipprelle, founder of IPO boutique Midtown Research Group in New York and a former Morgan Stanley executive, agrees. ''We used to tell potential IPO clients (and I believe it) that a good story could go public in any market conditions, although pricing would certainly be impacted,'' he says. ''The Net stocks violate that theorem for a simple reason: they are feel-good stocks whose most important trading benchmark is the assurance that the 'story' tomorrow will be as good or better as the 'story' today.'' mercurycenter.com