Anthony @ Equity Investigations, Dear Anthony, Message Board

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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: jjs_ynot who wrote (25648)	3/31/1999 9:40:00 AM
From: Smilodon	Read Replies (2) of 122087

ZD/ZDZ is a confusing deal. In looking at valuation I did a SWAG analysis of the ZD chart and figured ZD was worth about $12 without ZDZ. Then, I assumed that since they will still own about 85% of ZDZ stock, you can add 85% of the ZDZ stock price to ZD. Thus ZD fair value = $12 + .85 * ZDZ Price. At its IPO price of $19, this means ZD is worth 12 + .85*19 = 28. About where it trades. And if ZDZ runs, ZD is worth a lot more. So, while I am tempted to short ZD, I think I will stay on the sidelines unless someone can show me how my numbers are wrong. Archer

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