The New Economy and its Winners 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.

Strategies & Market Trends : The New Economy and its Winners

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bill Harmond who wrote (16767)	5/1/2003 9:06:40 AM
From: Dave Doriguzzi	Read Replies (1) of 57684

William, I have been following it closely but I think they are too expensive on a P/S basis although they have a ton of cash. I also heard but am not sure that ASCL requires the use of a seperate DB to move data into on like a preliminary basis. Not sure. The old Ardent guys are supposed to be pretty good managers... I do believe, since I used to sort of work in the industry, that INFA is the clear and away leader although with BOBJ and their recent acquisition and ASCL, EMBT and a few others the space is getting a little more crowded than it used to be. It also bothers me that they are not increasing sales a bit more but I think it's just a matter of time. If you have noticed INFA has also been continually increasing their R&D expenditures over the last 3-4 quarters. I have been gradually increasing my position

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next