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To: Tom D who wrote (70402)7/28/1999 7:36:00 PM
From: Robert Rose  Respond to of 164684
 
<Another factor is that VERT already has the internet mania premium built into its
valuation. While one could anticipate that an internet mania premium could be applied to
the companies in b) and c) above, it is wrong to apply it twice to VERT.>

Exactly! It's like a derivative of an ipo. Take an ipo (vert in this case), and then fabricate another ipo around it and POOF, you have gst's ulimate puffball!