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.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dave who wrote (19642)9/3/2004 8:35:20 PM
From: Spekulatius   of 78708
 
re SDS - I agree that SDS looks attractive. Valuation is reasonable on forward earnings. The company has a nice growth record and so far acquisitions seem to work out. SunGards products are sticky and the high switching costs give the company a "moat". The chart looks like it's bottoming out and may be ready to head higher. I'll put it on my watchlist.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext