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Technology Stocks : Comdisco, Inc. (NYSE: CDO)

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To: Israel who wrote (258)	12/2/1999 3:05:00 PM
From: Bosco	Read Replies (1) of 689

Hi Israel - thanks. I ve read the article. It seems that you are more conservative than that though. The article cited that 2 analysts on PRISM and Venture respectively. Each throws in a billion. So, it would be 2B. Of course, methink even they are conservative. While Venture doesn't take majority stake in most cases, and they are not pure internet play, 677 is a lot of eggs <G>. I would venture to say Venture is investing our money <G> prudently. Bowstreet, Agillion, and Equinix have a lot more meat to it than some of SFE and CGMI metoo sites. For PRISM to be valued at 1B is really really bargain when one looks at RTHM or COVD. Just my 2c best, Bosco

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