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 : IFMX - Investment Discussion

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Charles Hughes who wrote (12015)10/3/1998 12:56:00 AM
From: harryl1  Read Replies (1) of 14631
 
*OT* what to buy? IFMX sub 4.5? I am scared. ERP stocks and most big names dropping to record lows, rolling back two years of price appreciation... PSFT the latest drop, but even SAP is almost down 50% since hitting the big board, what, 30 days ago? vantive and other software companies have PSR's of 1 or 2, while a couple (MSFT, ORCL, some internet plays) stay in the stratosphere. Some neglected dogs even have share prices below book tangible value (TMPL, for example). I am very tempted to buy into PSFT, SEBL and SAP on the dips, but having chased IFMX down to the bottom I am surely going to wait on software companies for another quarter. meanwhile shorting financial firms... With the last round of dilution, I think i'll stay away from IFMX unless that have a blow-out quarter or get down to $4 and still delivery on profitability.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext