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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: kathyh who wrote (493)3/28/1999 11:49:00 AM
From: Glenn Petersen  Read Replies (1) of 108040
 
Kathy, my initial take on ONEM's valuation ($1,400 per customer) only related to the underwriter pricing. Based on Friday's close, the market is valuing ONEM at $2,024 per customer. I have updated my analysis at:

Message 8569320

I also am confused by Steve Harmon's comments. With apologies to Steve, it appears that he has not spent much time with the S-1. Also, GEEK is much smaller than ONEM and the others yet it commands a premium (though it is profitable).
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