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.

Non-Tech : DaisyTek (DZTK) Nasdaq -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (17)	12/5/1999 5:43:00 PM
From: EACarl	Read Replies (1) \| Respond to of 19

Yes, 60% is a huge discount. I think it is reasonable to assume that as the date of distribution gets nearer, the gap in price will become smaller. Whether it is because DZTK goes up or PFSW goes down or maybe a little of both remains to be seen, but I still think DZTK is a good value even at this price. If you assume the "core" DZTK is worth $10 (fairly conservative I think) and you are willing to hold until the distribution to shareholders of PFSW, any price of PFSW above $17 is profit. I'm holding and buying on any weakness/pullbacks at around $20 or less (I hope it doesn't get there though).