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.
Technology Stocks : Corel Corp.

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: gregor who wrote (1834)9/4/1997 1:05:00 PM
From: tom pope   of 9798
 
no, when it comes to the tech stuff i leave it to the people on this thread who are clearly well informed. i'm one of those investors who tries to focus on a few important facts - like the market presence of word perfect and its installed base is a huge asset - and then listen to professionals. it's amazing how much real understanding of the business there is on si.

as to box-making, i accept that it's low margin, but i guess there has to be something in it to justify dell's performance. the assemblers command a higher p/e than the component makers, who, like apm and htch for instance get absolutely no respect.

tom
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext