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Technology Stocks
Internet Analysis - Discussion
An SI Board Since January 1999
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419 14 0
Emcee:  musea Type:  Unmoderated
Introduction Compact
Internet stocks have propelled many an investor's portfolio into the
stratosphere even as some professionals have been cautioning that the internet is an investment bubble ready to burst. But even such conservative stalwarts as Alan Greenspan believe that the internet will fundamentally change the way we do business.

The purpose of this thread is to establish a forum for the rational discussion of the internet in general as well as specific internet-related companies and internet stocks. It is our hope that discussion will be restricted to analysis (it doesn't have to be numerical, but try to support your statements!). This is not intended as a bear thread or a cheerleading thread, but as a place where views based on analysis of fundamentals and growth can be exchanged. We hope to get closer to an understanding of how to place a valuation on internet stocks and what form the internet and internet companies will take.
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419What a mess: nypost.comZoltan!-1/9/2002
418 Steve OT Please Have you ever considered buying QCOM calls or MSFT calls at tVendit™-5/19/2000
417 I think your analysis of the situation is suspect. Perhaps you should read meskjhwang-3/9/2000
416 -tci The question is whether you know how to gather accurate facts for a discouSteve Robinett-3/9/2000
415 TCI, Actually, debt plays no role in dcf other than a providing a hurdle rate Chuzzlewit-3/8/2000
414 Steve, Just curious, do you know how to perform a dcf analysis? And how lt debkjhwang-3/8/2000
413 --Cool Here you are over on this thread filling poor Chuzzlewit's ear with Steve Robinett-3/8/2000
412 Tci, The wisdom of the merger really comes down to your belief that AOL did itChuzzlewit-3/6/2000
411 I agree that an immediate change in aol occurred subsequent to the announcementkjhwang-3/6/2000
410 TCI, The problem is that the acquisition resulted in an immediate change in thChuzzlewit-3/5/2000
409 ctc, Cost of equity= risk free rate + beta*historical market risk premium Rf=6kjhwang-3/5/2000
408 TCI, How are you estimating the cost of equity, and at what point in time was Chuzzlewit-3/5/2000
407 CTC, Perhaps I'm not clear, but it does not appear generally true that thkjhwang-3/5/2000
406 Since estimation of the WACC depends on the market line, the results ought to bChuzzlewit-3/4/2000
405 I believe that your approach gives the pre-merger "market value" of tkjhwang-3/4/2000
404 Using this approach you get a valuation of $60.44 per AOL share and $90.66 per Chuzzlewit-3/4/2000
403 TCI, I would suggest a much simpler method for valuing the shares. Take the prChuzzlewit-3/4/2000
402 To follow up on what I was saying previously, let's look at the situation kjhwang-3/4/2000
401 If we examine the merged entity from a DCF valuation standpoint, isn't it tkjhwang-2/27/2000
400 >><I>I find the acquisition totally consistent with the direction tZoltan!-1/12/2000
399 --musea You ask, <i>Why would the value of TWX decrease from this merger?Steve Robinett-1/11/2000
398 Steve, You seem to have hit on one important aspect of the merged company and musea-1/10/2000
397 Chuzz I just posted this on the AOL thread but it seems appropriate here, too, Steve Robinett-1/10/2000
396 Musea, I find the acquisition totally consistent with the direction that we spChuzzlewit-1/10/2000
395 Chuzzlewit, It seems that AOL has truly become the media company we have specumusea-1/10/2000
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