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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mr_X who wrote (7534)4/7/1999 12:05:00 PM
From: drakes353  Read Replies (1) | Respond to of 18998
 
Appears that Mr. Market has decided....

a) TURF will not trade anywhere near $60
b) More than a 40% discount should be assigned to DLIA's TURF holding
c) DLIA's catalog biz ain't really worth $10 a share
d) All of the above



To: Mr_X who wrote (7534)4/7/1999 12:11:00 PM
From: steve host  Respond to of 18998
 
Online revenue is expected to account for only about 4% of dELIA*s
revenues ($6 million) for its most recent year . So then how much should the IPO really be valued at? and will it sustain that value over time - which is key in valuing the remaining shares owned by the parent. If the IPO is up purely on net hype and the investment community believes as such, the value of the remaining shares to the parent will be minimal.


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