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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (2387)	6/25/2001 12:07:39 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 2850

HI John: Well when CMRC was @ 3.10 I felt it had become a good value based upon fundamentals BUT if the NAZ retests 1,850 to 1,600 or lower (gulp) then it can see $2. This is based upon the company fundamentals not deteriorating more than the market. On the option pricing if I was an employee I'd want it as low as possible and the repricing has a cap of $24 (from memory of reading the filing, can't remember if there was a minimum). The company should not be giving out its pricing to the shareholders both from a competitive standpoint plus the exchanges would not be too happy. Not sure what the benefit is to GM to own shares in a holding company. From a guess standpoint maybe GM & Ford want to be able to position equity earnings of Covisant for its GAAP reporting. Really no clue here. I feel a miss of the $160 revenue forecast is built into the stock price @ these levels (but not furter market risk) Have to go will comment later