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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: steve harmon - analyst who wrote (2683)9/9/1999 4:45:00 PM
From: Tim O.  Read Replies (1) | Respond to of 4337
 
Steve,

you speak highly of ISLD and the sector. Any thoughts on NAVI, a CMGI property that's slated to IPO this month?

tim



To: steve harmon - analyst who wrote (2683)9/10/1999 6:05:00 PM
From: Frost Byte  Read Replies (1) | Respond to of 4337
 
ISLD - $70 price target? Steve, Exodus has a valuation of almost $7 billion....if ISLD was worth 1/3 of Exodus, that would imply a share price of $70 for ISLD...is this what you are predicting? What catalysts do you think are needed to get ISLD there? It seems ISLD really isn't that well recognized among institutions...why did Lehman and Bear underwrite the IPO and not a firm like Goldman or Morgan Stanley?


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