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Technology Stocks : TouchStone S/W (TSSW)

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To: robbie_nw who wrote (3159)3/13/2000 9:59:00 AM
From: David Alan Cook  Read Replies (2) of 3627
 
What is the industry average NAV valuation for Incubator Companies? Sounds like this would be a good indicator IMO.
The point I was trying to make was that the RAZO group who follows these type of companies used 5 X as a measure for this industry. The post with the $30 target was from a member on raging bull who substituted the increase in cash from both the Sale of eSupport and additional 2.5 million from Phoenix into the same valuation model that RAZO uses.

I think we will soon have a better understanding of what companies and a what prices TSSW invested in soon. I expect TSSW to either announce their position as these companies go public or in their annual report which will be filed soon.

DC
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