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.

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

To: Madharry who wrote (10767)	6/24/2000 11:14:00 PM
From: Madharry	Read Replies (1) \| Respond to of 78512

my latest calculation for cege indicates that netting out value of investment in ABGX and cash yields a value of the rest of CEGE of of about $15MM. Not quite free but close. If I didn't own a lot of it now I would be buying more here. Definitely the chicken's way of owning a genomics company but there's nothing wrong with making some money at lower risk.

To: Madharry who wrote (10767)	6/27/2000 11:41:00 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78512

X - the writeup on X is very interesting IMHO (disclosure - long X), plus Merrill has given a positive mention to X today. The piece in Barrons placed a potential "asset value" on X of $100/share. That is, obviously, just one person's opinion. Interesting, nonetheless, even if you back out all liabilities - you still have a price one he!! of a lot higher than a tad less than $20/share, where X is currently. It's exposure to the oil patch (which is mentioned in the Barrons' piece), as well as about a 5% dividend yield are two of its more attractive characteristics IMHO. But, as Mr. P. Senior would say, I've been wrong many, many times before...