Compaq Message Board - Msg: 12297142

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: hlpinout who wrote (73830)	12/15/1999 4:05:00 PM
From: Captain Jack	of 97611

HIO-- You asked earlier for a light valuation of COMS. This should be conservative as PALM is going to IPO and you know what they do.. Psion revs = about 256 million last year Palm revs = about 563 million last year Psion market cap right now is about 3.25 billion. Double the revenues = double the market cap would value palm at about 7 billion. The problem with this is that Psion get some revenues from other things. Psion holds about 13% of the palmtop os market while palm holds about 41% (microsoft 25%) since palm holds 3.15x the market possibly it should have 3.15x the market share or over 10 billion. Palm being the leader must be worth something extra. I would say that each company has pretty good partners and contacts. Psion may have the edge in contacts. I guess I might put up to a 50% edge in market cap to the leader. This would put palm at about 15 billion. I would put a 1.5x revenues value on the remaining coms and give it a 7.5 billion valuation. Coms with palm would be worth 22.5 billion or $65/ share. Oops, I need to add in the $3 cash per share that coms holds. $68 / share.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next