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To: valueminded who wrote (12178)3/18/2001 3:58:19 AM
From: Freedom Fighter  Respond to of 78611
 
Chris,

I tend to agree with you about the IPO unless markets really crater in the next week or two. But that would have little to do with why Millner is selling etc... It would just be bad luck.

If the IPO is a go in the price range that the company is projecting, then there are only two ways to account for the selling. (Millner's and Ruane's)

1. The rest of the operations are getting killed in the slowdown as a result of layoffs etc... (especially tech?)

2. Millner has personal financial problems and is being forced to liquidate.

Nothing else makes sense to me. I am really clueless and uncertain about what to do at this point. I may punt some but not all. That way I can live with either outcome - good or bad.

Wayne



To: valueminded who wrote (12178)3/27/2001 11:45:09 AM
From: Freedom Fighter  Read Replies (1) | Respond to of 78611
 
Chris,

SFN/MP IPO tomorrow. Low end of range expected. Thoughts?

Wayne