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 : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: jhild who wrote (20030)	2/16/2000 8:24:00 PM
From: Moonray	Read Replies (1) \| Respond to of 22053

Strickly speaking, COMS should move 80% of whatever Palm moves when the IPO starts trading. This is because 80% of PALM is still owned by COMS. However, I regard the move from the low 30s to the present 75 as due ENTIRELY to the PALM IPO. Therefore, an upward thrust in PALM (post IPO) has ALREADY been discounted, to some degree. If you intend to sell COMS, just make a judgement call on when PALM has reached its apex and let COMS go. I was somewhat curious about this IPO. Say it opens around 17 and goes to the 60's, does anyone have an idea of the contribution to COMS value that Palm would make. Is the linkage as great as 1:1 in COMS? o~~~ O