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Strategies & Market Trends : Rande Is . . . HOME

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To: American Spirit who wrote (43208)	12/12/2000 2:14:47 PM
From: Rande Is	Read Replies (3) of 57584

. . . .Web Hosts/Hotels/Farms, etc. . . . . Lots of speculation going on regarding word of FON wanting to buy one or more of the Web Hotels/Hosts. The list of potential takeover candidates with very rough numbers thrown in: Name MKT CAP APPROX YR REV NET INC P/S Ratio Debt/Equity Ratio EQIX 470m 7m - 77m 24. 1. USIX 538m 100m -130m 4.6 1.6 NAVI 322m 50m - 58m 5.5 0.305 GENU 4.9B 1B -663m .68 0.021 ISLD 483m 59m -329m 5.3 0.259 PSIX 326m 1B -1.1B .17 1.35 FFIV 584m 108m +13.7m 5.5 0.0 Now these numbers are really rough. . .I don't have time to get perfect numbers. . .perhaps someone else does here. . . But in looking them over, it doesn't take a rocket scientist to see which are the best BARGAIN takeover candidates. If I were the one looking to buy one of these. . . I'd be focusing on FFIV in a MAJOR way. A distant second would be GENU, but the market cap is quite hefty by comparison. The cheaper bargains include ISLD, which seems to be the favorite by investors. . .then NAVI [already majority owned by CMGI may or may not disqualify them]. PSIX may have considerable Debt to Equity, but considering its revenue stream and current market cap is clearly a strong bargain which could attract a financially thrifty suitor. . . . . in fact, PSIX valuation is quite attractive here. . . and in that respect is a far better value than FFIV. . .which is more "accurately" valued. EQIX is running hard today, but I don't see them as very attractive candidates. When compared to others, USIX doesn't stack up either. Hope this helps, Rande Is PS> Sorry if I missed any beaten down web farms.

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