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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (12914)	2/22/2000 5:36:00 PM
From: Graeme Smith	Respond to of 18998

>> So, much of a possible PALM appreciation has already been priced into COMS. Thats true. I admit I don't see a lot of upside in COMS, but I think there's still some headroom. Given a good market I think PALM could fetch at least $20B. I'd base this on the fact that junk like RHAT and LNUX can get $15B caps, and that PALM will have at least as much hype as those two. The average person who owns a Palm is also the same as the average person who buys stocks. I also don't expect COMS to fall too much relative to PALM after the IPO. Unlike most parent IPO's, the way the shares are being issued should keep PALM and COMS closer in sync. All that said, I will probably sell at least half to 2/3rds of my position on the IPO day. I took an overlarge position last year, and now with the run-up it has become very disproportionate.