Clown-Free Zone... sorry, no clowns allowed Message Board

STOCKTALK

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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: patron_anejo_por_favor who wrote (41049)	11/27/2000 2:43:09 PM
From: chic_hearne	of 436258

Nonetheless, MSFT is still overvalued. Agreed. The lawsuits were too little too late. The industry was already phasing them out by the time the lawsuits would ever get settled. The YoY revenue growth and tortured financial statements speak for themselves. IMVHO, the entire software industry is going to be in a world of hurt. As the economy slows, price wars are going to start. I think the only software that can continue to command high margins is the custom built stuff. I'm not talking about an Oracle DB, I'm talking about a company paying a consulting firm or developing in house. Some of the niche stuff should do OK if no other players enter the market. But anything that can be commoditized will be. oh yeah, bought my 8th third of Softie poots on the "news" today. -ggg-

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next