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To: Z268 who wrote (40618)	3/1/2000 9:31:00 PM
From: kcmike	Respond to of 45548

Steve, My thoughts are ... I LIKE your thinking!!!!!

To: Z268 who wrote (40618)	3/1/2000 9:37:00 PM
From: Danny	Read Replies (1) \| Respond to of 45548

Stephen, although I am stunned by the pricing, I agree with you to the point. The fact that this is a deal managed by GS and MSDW, two most successful underwriter, makes PALM at 80+ an almost given. These guys know their stuff. They wont take the chance and screw up this most widely watched deal. As to valuation, anyone pls explain me why JNPR, SCMR, WEBM are worth what they have today?

To: Z268 who wrote (40618)	3/1/2000 9:42:00 PM
From: David E. Taylor	Respond to of 45548

Stephen: Take a look at how these three performed on Day 2: Message 13014174 NTGX and AVEA have more or less held their Day 1 triple, NIKU has tacked on another 50% from its (2.7 x pricing) open and is now 4.3 x final pricing. David T.