COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

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Nov 7 11:47 AM EST

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To: freeus who wrote (4545)	8/26/1997 8:48:00 PM
From: Jeff Mills	of 22053

numbers== USRX + COMS merged a few months ago, with USRX shareholders getting 1.75 COMS shares. Here were the TTM (trailing 12 month sales) figures on USRX, as of their latest Q they reported, which was 3-97. TTM on USRX: 3-97 $690 MM 12-96 $645 MM 9-96 $611 MM 6-96 $546 MM TTM, USRX = $2493 MM USRX had 95.94 MM shares as of 3-97. This equates into 167.9 MM COMS shares, or 95.94 x 1.75 = 167.9 MM Lets add these figures to COMS: TTM on COMS, excluding any USRX revenue = $3144 MM Shares on COMS, pre-USRX = 186.5 MM USRX + COMS Combination: TTM = $3144 + $2493 = $5637 MM Shares = 167.9 MM + 186.5 MM = 354.4 MM 354.4MM shares x $49 1/2 = $17.542 Bill cap. psr = $3.11 Close enough. JM p.s.--anyone have a revenue figure that we should be looking for in september, ballpark? I come up with $1.4 Billion, but all I did was divide TTM by 4 on the combined usrx/coms numbers. p.s.s--at their highs, usrx (was it 105?) and coms (81 3/8) had market caps of $10 billion and $15.1 billion, respectively -- or $25 billion combined. A return to a $25 billion cap puts coms at $70, and at 25 bills, coms/usrx would have ~~1/2 the cap of csco ($53 bill).

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