Raptor - Where does it go NOW? 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.

Technology Stocks : Raptor - Where does it go NOW?

RAPT 57.69

0.0%

Feb 6 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bosco who wrote (406)	7/23/1997 12:04:00 AM
From: Doug Willmarth	of 652

The best news is that operating margins are INCREASING. Alot of the hype driving the share price decrease has been that margins will be erroding as security becomes a commodity. I think we are seeing just the opposite as the market expands and vollume increases. I also believe that the fears of Microsoft's impact are way overdone. Their new offering will not compete with the core NT and Unix based products which are RAPTs major revenue source. If you consider RAPTs large cash holding, at these levels the stock is trading well under it's sustainable growth rate (I estimate fair value based on growth rate is 23-25). Look closely and you will see a VERY cheap stock in a strong market position.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next