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.

Non-Tech : Williams Companies, Inc. (WMB) -- Ignore unavailable to you. Want to Upgrade?

To: James Overko who wrote (183)	3/5/2000 6:43:00 PM
From: Daniel Joo	Respond to of 271

IMO, the targets are conservative. WCG has signed over $1 billion worth of contracts in the last 3 months alone - demand for fiber will continue to increase dramatically - I've heard rumors from insiders that Q doesn't have enough capacity to handle the traffic that was generated from their latest marketing drive. A very conservative valuation for WMB's energy business based on earnings projections of $1.15/share is about $21 per share. WCG based on their revenue projections and based on market potential, in my estimation, should put its value at about $94 to $135/share based on industry valuation multiples. Taking the conservative numbers, $21 + ($94*86%) = about $101/share for WMB by the end of the year. I'm obviously long. Dan