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Strategies & Market Trends : Rande Is . . . HOME

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To: Mark Konrad who wrote (46449)	2/1/2001 11:21:44 AM
From: maverick61	Read Replies (1) of 57584

Mark, CS is on a run due to its upcoming Riverstone IPO spin-out. Some columinists have compared it to when COMS spun out PALM. There is a lot of unlocked value there, when you look at the cash and investments CS has on hand, plus the potential out the door valuation of Riverstone - you basically can buy the rest of CS business for free. I have been long CS for a month or so, and have been adding trading positions as the Riverstone IPO draws nearer for the inevitable run up . BTW - Welcome back !!!

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