SI
SI
discoversearch

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 : Booking Holdings (formerly Priceline) -- Ignore unavailable to you. Want to Upgrade?

To: B. A. Marlow who wrote (1445)5/23/1999 1:18:00 AM
From: Tom Hua  Read Replies (1) | Respond to of 2743
 
BAM, Are you in IDTC?. I added at 26 on Friday. It's the largest position in my portfolio
at average cost of about $22-23 (I haven't figured out the exact number). I fully expect it
to hit high 30s at the minimum, 40s, or even 50s within 2 months.

Regards,

Tom



To: B. A. Marlow who wrote (1445)5/23/1999 1:26:00 AM
From: Tom Hua  Read Replies (1) | Respond to of 2743
 
You find sell-side players useful in the case of IDTC while dismissing them on behalf of PCLN

BAM, yes but remember that I advocate N2P to have an optimistic market cap of $5 billion, far below PCLN's $25 B. IDTC's 60% ownership after the offering is worth up to $3 B, while IDTC itself currently has market cap of less than $1 B. That's value.

PCLN, on the other hand, is irrationally overvalued.

Regards,

Tom


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News