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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: cpabobp who wrote (10720)6/13/2000 10:29:00 AM
From: Paul Senior  Respond to of 78748
 
cpabobp, here are links to positive stories on CS/its subs:

biz.yahoo.com

yahoo.cnet.com

Also, Barron's 5/1/00 interview with Brian Stack of MFS Contrarian Fund. Without providing any analyses, he values the the sum of the four parts into which CS is going to break itself at $50-65. Says that the value is there even if CS is not able to ipo these things given the current market. I don't necessarily believe any of this, but I will bet that CS can move higher than current price by year end (if I assume the tech market doesn't crash from current levels).

Paul S.