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 : Comdisco, Inc. (NYSE: CDO) -- Ignore unavailable to you. Want to Upgrade?

To: john t. brice who wrote (419)	3/3/2000 8:58:00 PM
From: KevRupert	Respond to of 689

John, you are definately right about wcom's ability to integrate prism's business model into the wcom's vast communications network. I, personally, would like to see Prism go at it alone to maximize shareholder value. I doubt wcom will pay full dollar to what wcom is worth in the IPO marketplace right now. I can envision a minority ownership by wcom, but to sell out seems to me to be minimizing risk but also minimizing return. I think of csco purchasing Cerent as a good example, albeit different industries. Cerent would be valued higher in the marketplace right now if it would have gone public, with a minority ownership by Cisco (which was 9% prior to the purchase). This reflects even Cisco's price increase since the acquisition. Just my personal viewpoint, but I agree with you that synergy could be maximized by a sell out to wcom. Thanks for your opinion. advalorem

To: john t. brice who wrote (419)	3/3/2000 10:35:00 PM
From: Bosco	Read Replies (1) \| Respond to of 689

Hi all - it is good to have quite a bit of traffic here :). While it is good that we are crossing the 't's and dotting the 'i's [again,] much of what transpired here were been mentioned. For instance, in case someone wants to get a handle of the private valuation [usually much lower before the ipo price,] there was the news that NT has taken a 1% stake in Prism at the price of $100MM. Also posted here before was some analysts floating some figures on Venture and Prism, and also the core biz. Another clue for the likely outcome of Prism can also be found in the NT's stake. If WCOM wants to be in, chances are it will have to pony even more, since NT is getting a bit of a discount b/c she is a supplier, whose equipments will be needed to power the pipes. WCOM has zero leverage, except oodles of cash and stocks. Being a premier DSL vendor, and the fact that CDO isn't cash strapped to boot, there are plenty of deep pockets out there wanting a piece of the action. just my 2c best, Bosco