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Strategies & Market Trends : Ask DrBob -- Ignore unavailable to you. Want to Upgrade?

To: iowamann, Spam Queen who wrote (5454)	9/20/2000 10:51:30 AM
From: Louis V. Lambrecht	Read Replies (1) \| Respond to of 100058

Iman - MRVC is a soup at the message boards. But here some links: History and reactions to the Barron's article: messages.yahoo.com linking, among others, to a response "received frim IR" (This is Yhoo, so, double check) linking to the "Offical response" (As I alreday said: he said that he said...caution) messages.yahoo.com messages.yahoo.com and last, a last, something I believe credible: netstocks.com I formerly made some errors in valuing a company on the sum of it's parts (CMGI), but I still value MRVC (compared to peers) at about $5-6 bil. ($80-100 a share). Now, if LMNE prices somewhere in the $30 when issued, this would add another $15 to MRVC's value. This method of valuation hea proven wrong with CMGI and COMS, but works well for METHA. IPO market and Nasdaq helping, naturally. This is not a recommendation to buy MRVC. Disclosure: I own MRVC shares.