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 : TouchStone S/W (TSSW) -- Ignore unavailable to you. Want to Upgrade?

To: Bayclipper who wrote (3195)	3/24/2000 1:42:00 PM
From: David Alan Cook	Read Replies (1) \| Respond to of 3627

PRTS moving back above the offering price. Believe this stock will continue to move higher. TSSW's cost basis of $2.50 ( 260,000 shares ) will more than double last years total EPS before amortization and merger related expenses. ( Profit of .10 ) PRTS will add at least .20 at offering price DC

To: Bayclipper who wrote (3195)	3/24/2000 4:02:00 PM
From: robbie_nw	Read Replies (1) \| Respond to of 3627

Gordon - I agree that Pierre has shareholders best interest in mind...I am just not convinced that his good intentions will result in appreciation in shareholder value from here....at least not beyond the same increases that could be had by buying the IPO's directly. (since TSSW is priced at a premium to NAV...even including IPO gains which may or may not stick) I still don't see that an incubator model should be valued much more than "net asset value".....and if that is the valuation criteria...I see upside entirely limited by the performance of the IPO's in which they invest. At this point I can still get those IPO's cheaper by buying them direct...rather than holding TSSW. (because NAV already takes into account the gains from advantageous cost basis)