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Technology Stocks : IFMX - Investment Discussion
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To: Tom C who wrote (13854)1/28/2000 10:25:00 AM
From: Hardly B. Solipsist  Read Replies (1) of 14631
 
Your conclusion appears to assume either that a company's current stock price should be a function of their current P/E ratio (and related technical information), or that you think that IFMX and ORCL are similar companies. I would guess that your assumption is more the latter than the former, but I don't see that. It seems to me that IFMX and ORCL have made entirely different "bets" in terms of which technology they believe in. Would you disagree with that, or are you making other assumptions?
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