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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?


To: robbie who wrote (2404)6/22/1999 7:24:00 PM
From: Jimbo Cobb  Read Replies (2) | Respond to of 12662
 
$20 is a gimme, likely $30... nordby.com

DON'T MISS THIS ACTION, Robbie !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

BRKT is already profitable, but lots of money has been flowing into Interspeed R&D....it has been a major drag on earnings and kept BRKT down....now they are getting the best of both worlds...Taking Interspeed public and taking advantage of huge demand for DSL IPO's...market cap will likely be larger than entire current BRKT market cap....at the same time, the drag on earnings will be gone, and BRKT earnings estimates should be around $1.25/share looking forward....give that a 20 P/E and it is worth $25 before you add the Interspeed IPO, which they will get plenty of cash from the IPO (I think it will be split between BRKT and Interspeed) plus majority ownership of the resulting Interspeed stock....this could be worth up to $20 or more alone, depending on success of IPO, but I'll be conservative and say $5 to $10...this gives us $30 to $35 for today's BRKT, currently available for purchase at $15 5/8 !!!!!!!!!!!!!!!!!!!!

BACK UP THE TRUCK BABY !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

He who prepares now will be able to participate in the massive butt-kicking party 1-to-2 months from now !!!!!!!!!!!!!!!!!!!!!!!!!!!!

I'll be there....will U ??????????????????????????????????????????????

jajajajajajajaja

YES !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Jimbo.