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 : Opsware, Inc. (OPSW) -- Ignore unavailable to you. Want to Upgrade?

To: Rupert who wrote (35)	3/6/2001 11:28:25 AM
From: Danny	Read Replies (1) \| Respond to of 136

Several points here: 1:) At below 5, LDCL worths only 335M in market cap. To reach this kind of valuation, we must have a severe outlook cutback from LDCL. As long as LDCL maintain its growth projection, I see it stay at least around and above IPO price. 2:) True, every infrastructure stocks have come down sharply and at their bottoms. So has LDCL. It has slashed 50% from its proposed valuation last Oct. 3:) EXDS may be at its 52-week low, but still worth some 8B in market cap, showing that this market , ie, web hosting, does have some value. Even StorageNetwork still worth some 1.3B today. I want to stree that I am in no way to say LDCL will never go below 5. But definitely not in the first 2-3 months. You need to know that LDCL has a very seasoned management team. You really think they want to go to IPO if their upcoming Q1 is a diaster? They will ruin their reputation.