Jimbo's Playhouse/CPQ Message Board

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Technology Stocks : Jimbo's Playhouse/CPQ

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To: allen menglin chen who wrote (6741)	6/8/2000 11:03:00 AM
From: Jimbo Cobb	Read Replies (1) of 12662

Allen...I don't disagree you have to discount the value of the public holdings somewhat if that what you are basing your valuation upon. However, if you believe that LDP can continue turning $1 into $15 or $20 in very short periods of time (often 6 months to a year), then you have to grant the company some premium for the company's VC business other than the actual value of their holdings, right ???? Take a look at CMGI, SFE, ICGE, etc....I'm not saying LDP deserves the same type premiums, but you are suggesting their entire VC business is worth approximately ZERO other than the current value of their investment holdings. This company has an extremely impressive VC track record over a lengthy period of time (I believe they were in AOL at the VC stage) and I see no reason to think they can't continue to do it for many more years.... Congrats on your good buys/trades on LDP !!!!!!!!!!!!!!!!!!!!!!! Jimbo.

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