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Technology Stocks
Moderated Comdisco
An SI Board Since July 2000
Posts SubjectMarks Bans Symbol
86 1 0 CDO
Emcee:  KevRupert Type:  Moderated
Introduction Market Data Compact
A) Comdisco Corporate Overview:

Comdisco, Inc. provides global technology services to help its customers maximize technology functionality, predictability and availability. The Company provides equipment leasing, continuity, managed network services and desktop management solutions. These services are designed to provide integrated, long-term, cost-effective asset and technological planning, as well as data and voice availability and recovery to users of high technology equipment. Through its subsidiary, Prism Communication Services, Inc., Comdisco is developing a high-speed, always-on digital network, which will provide customers with leading-edge connectivity. Through its Ventures group, Comdisco provides equipment leasing and other financing to venture capital-backed start-up companies.

B) Comdisco News and Facts:

comdisco.com

C) Comdisco Investor Relations:

comdisco.com

D) Comdisco Equity Holdings:

The Portfolio link shows the known CDOV holdings. The purchase date of CORV/AVCI is assumed to be 7/31/2000. The anticipated sale of CORV/AVCI will be approximately 2/1/2001. The cost of CORV is .25 per share, and the cost of AVCI is unknown at this time.

Corv & Avci (approximate date) of IPO Trading: 7/31/2000

CDOV owns shares in HAND (# of shares is unknown). The
purchase date is assumed to be 06/21/2000, and the sales
date should be 12/21/2000.

CDOV owns shares in ONIS (# of shares is unknown). The purchase date is assumed to be 06/01/2000, and the sales date should be 12/01/2000.

E) Largest Public Equity Stakes as of June 30, 2000


Top 10 Public Stakes:

1) Ciena Corporation (CIEN)
2) E.piphany, Inc. (EPNY)
3) Handspring, Inc. (HAND)
4) iBEAM Broadcasting Corporation (IBEM)
5) Niku Corporation (NIKU)
6) Nortel Networks Corp. (NT)
7) OnDisplay, Inc. (VIGN as of 7/6/2000)
8) ONI Systems Corp. (formerly Optical Networks, Inc.) (ONIS)
9) Redback Networks, Inc. (RBAK)
10)Turnstone Systems, Inc. (TSTN)



F) Public Portfolio Link:

siliconinvestor.com

G) CDOV Analysis:


G-1) CDOV Earnings:

3Q2000: Pretax Earnings = $54 million
3Q1999: Pretax Earnings = $22 million

G-2) CDOV Mark-to-Market Basis:

3Q2000: $484 million in publicly traded companies.
2Q2000: $530 million in publicly traded companies.
4Q1999: $194 million in publicly traded companies.

G-3) CDOV Private Holdings:

3Q2000: 450 Companies -- according to S-3 9.1.2000 filing.
3Q2000: Private equity in 400 companies. (16 optical)


G-4) Taken from the 3Q2000 News Release:

Continued Pontikes, “Earnings contributions from remarketing were at near record levels in the current quarter from both our information technology portfolio and our electronics portfolio. Comdisco Ventures had another strong quarter, with pretax earnings of $54 million, compared to $22 million in the year earlier quarter. Recent strength in the public markets contributed to the quarter and positioned Comdisco Ventures for a strong fourth quarter of fiscal 2000. At June 30, 2000, on a mark-to-market basis, Comdisco Ventures had a value of $484 million of publicly traded securities within Comdisco Ventures portfolio. This compares to $530 million at March 31, 2000, and $194 million at September 30, 1999.”


H) Board Links:


H-1) Individual Investor Online:

individualinvestor.com

H-2) Motley Fool:

boards.fool.com

H-3) Raging Bull:

ragingbull.com

H-4) Yahoo Finance:

messages.yahoo.com

I-1) CDO SEC Filings:

freeedgar.com

I-2) CDO Form-144 Filings:

biz.yahoo.com
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ReplyMessage PreviewFromRecsPosted
86It's Beginning: <b> Sunnyvale, Calif.-Based Dot-Com Golf EquipmenKevRupert-10/13/2000
85CDO's Financials as of 09/01/2000 Value Line Report: <b>Facts:</b&KevRupert-10/8/2000
84Tech Incubators Said to Be on Decline: IRVINE, Calif. (Reuters) - Fewer technolKevRupert-9/18/2000
83PrimeLearning.Com Chooses Comdisco for Web Hosting Services: STAMFORD, Conn. &KevRupert-9/15/2000
82Clareon Corp. Secures $30M in Second Round Funding: PORTLAND, Maine, Sep 11, 2KevRupert-9/11/2000
81Comdisco's Roman Brunner: IT CAP Solutions' Services 9/7/00 1:15:00 PM KevRupert-9/10/2000
80SBC gets FCC approval on DSL project: <b> SAN ANTONIO, Sept. 8 (Reuters) KevRupert-9/9/2000
79New Edge Networks Expands to Arkansas With High-Speed DSL Internet Access for LiKevRupert-9/8/2000
78BroadSoft Expands Executive Team to Support Rapid Growth and Demand For FlagshipKevRupert-9/6/2000
77YesTrader First and Only ISV Approved by CME's Globex 2 YesTrader Also ConneKevRupert-9/6/2000
76Christianity.com: <b> Net Startup, Christianity.com, Targets Largest OnliKevRupert-9/5/2000
75Largest Public Equity Stakes as of June 30, 2000 <TABLE> <CAPTKevRupert-9/2/2000
74New Holdings List (9.2.2000): <b> A) Complete Private Holdings Link (as ofKevRupert-9/2/2000
73Barron's CDOV Article: <i> Thanks GlennP for this article! (Does 12 peKevRupert-9/2/2000
72CDO Form-144 Filings: biz.yahoo.comKevRupert-9/2/2000
71Blue Nile Management Team: <i> The team looks pretty impressive. The siKevRupert-9/2/2000
70Where You Can Find More Information: WHERE YOU CAN FIND MOKevRupert-9/1/2000
69CDO & CDOV Relationship: RELATIONSHIP BETWEEN COMDISCO VENTURES GROUPKevRupert-9/1/2000
68Public Equity Holdings: As of June 30, 2000, the current public equity holdingsKevRupert-9/1/2000
67Private Holdings (6/30/2000): Private Company Equity Holdings of ComdisKevRupert-9/1/2000
66Top CDOV Holdings: Equity holdings Liquidity events. Comdisco VentuKevRupert-9/1/2000
65Business of Comdisco Ventures Group: BUSINESS OF COMDISCO VKevRupert-9/1/2000
64Capitalization: CAPITALIZATION Comdisco, Inc. KevRupert-9/1/2000
63S3 Table of Contents: KevRupert-9/1/2000
62# of CDOV Shares: Subject to Completion KevRupert-9/1/2000
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