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Technology Stocks : 724 Solutions (NASD: SVNX, TSE:SVN) -- Ignore unavailable to you. Want to Upgrade?

To: canuck-l-head who wrote (101)	2/1/2000 11:34:00 AM
From: caly	Respond to of 337

Not really. All I'm looking at is AETH's behavior, and I'm not sure what else to go by. It looks like AETH bottomed out on day 3 and 4 post-IPO and then started moving. Of course, market conditions have to be taken into account too.

To: canuck-l-head who wrote (101)	2/1/2000 11:40:00 AM
From: Professor Dotcomm	Read Replies (1) \| Respond to of 337

I don't think it should be far from current levels. One thing that may not be factored in is the effect of the double repricing. Thanks to this, SVNX's book value per share is way above AETH's and is double the industry leaders (VRSN & INSP). If the brokers warrants have been exercised, I believe SNVX has around $180M in net equity or some $5 per share. VRSN has around $200M or some $2 per share. Mind you, we have to wait to see what management does with this cash mountain!