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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Carl R. who wrote (6824)7/16/1999 12:40:00 PM
From: Sam   of 15132
 
Carl,
Also SNDK and soon to be public Gadzoox. 41% of VRTS, 38% of Dragon, 23% of SNDK, and about 20% of ZOOX (which will probably be a hot IPO when it happens).

If you read the Neff link I pointed to, you'll see that he thinks that the market is valuing the drive unit at around $4/share, or at a PSR of less .15. We can all agree that especially right now, it shouldn't be valued at much, but surely its worth more than that! Or so he and I believe.
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