Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Captain Jack who wrote (72725)	11/26/1999 11:57:00 AM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Captain, I looked at VSIO. Nice company. Good products. No debt. Makes money. Good growth. Price reflects MSFT proposal to buy them, but it is not trading on a direct relationship to MSFT's current price. That reflects the time value and risk factor for the proposed transaction. It might also be a slight vote that the MSFT price might be less at transaction time. I would be more comfortable buying VSIO close to it's value in mid September. That way the loss should the transaction go south would be less, and the stock more able to recover in several months. I didn't really dig around that much. Just enough to form my amateur opinion. Depending on circumstances, I might be a buyer in the 32 to 34 range. It still has risk at that point but not as high. It will take a MSFT dip to reach that price range. Compaq is doing about the same thing it always does on a Holiday shortened Friday. It just can't develop any volume on days like this. It will recover next week. NW