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Non-Tech : DaisyTek (DZTK) Nasdaq
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To: Glenn Petersen who wrote (11)11/26/1999 11:44:00 AM
From: EACarl  Read Replies (2) of 19
 
Glenn, sorry to go back and reply to your previous message a second time , but.............

In the first para you said......"DZTK, which closed at 19 3/8 on Friday, looks very vulnerable at this level".
Then in the 3rd para you said....."the core business of DZTK is worth approximately $9.78 (11.25 times .869). Add the $9.13 to the $9.78 and you have $18.91".

The $9.78 was your 45% discounted figure of PFSW.
So, this "vulnerability" takes us from $19.375 to $18.91??

I'm looking at the big picture, and am prepared to hold for
the 6 or so months to get my shares of PFSW.
Bringing up your MALL/UBID example (and thanks for the table in your most recent post) current value to those who
held is $40 for mall shares they paid a fraction of that for.

Lets not forget the USTR bid for DZTK at $20 which they said
they were prepared to go higher.

If DZTK does weaken, it will be a great time to add to positions for the eventual distribution to shareholders
of PFSW.

I think DZTK without PFSW could easily become a 13$ value
anytime in the next year, and since that is my average cost, I feel like I get PFSW for free. I feel like there is
long term much more upside potential than downside risk.
In any case it will be interesting to watch and see how things unfold.
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