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Strategies & Market Trends : Sharck Soup
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To: Paul A who wrote (2612)9/30/2000 3:31:53 AM
From: oldirtybastard  Read Replies (1) of 37746
 
I will believe it when COMS and CS can put together a string of quarters with sequential topline/earnings growth, if not they are failures and should be valued accordingly. What gives you, or anyone else, the confidence they can perform, aside from what mgmt. says? It's a crapshoot at this point, and being "invested" means taking on the risk of a 50% overnight haircut, but this is becoming true of a growing % of equities right now. IMO, software co's present the highest risk - SEBL, VRTS, ORCL... nobody thought it would happen to PSFT either.
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