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Technology Stocks : WCOM

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To: el paradisio who wrote (6151)4/2/2000 3:47:00 PM
From: JDN  Read Replies (1) of 11568
 
Dear El and all: Proxy is really a great source of INFO. Check out pages 75-77. Valuations of FON and WCOM. Basically FON values out between 89-101 per share (exchange rate 76 plus a 6 dollar separate deal) WCOM values out RIGHT NOW without the merger at 81-100 on discounted cash flow basis and 77-94 on comparable EPS and PEG ratios. So no matter how you slice it, its cheap right now. JDN
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