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Technology Stocks : Pixar Animation -- Ignore unavailable to you. Want to Upgrade?

To: Nick DeVito II who wrote (2557)	7/27/1999 4:33:00 PM
From: Adam Nash	Read Replies (1) \| Respond to of 3261

Didn't make the shareholder's meeting. Anyone go? Care to report? Today's drop is based on lower guidance from Pixar about total merchandizing revenue from Pixar (10-15% less). This is related to overall problems Disney has been having lately with Tarzan. As for valuation, it still really depends on a lot of factors, including how successful TSII will be. Monsters Inc. is now pushed out to 2001, so that will crimp FY2001 earnings. 30s would be a good deal on Pixar stock. 40s seems close to fair value, to me.