Idea Of The Day 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.

Politics : Idea Of The Day

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: IQBAL LATIF who wrote (9125)	9/7/1997 12:54:00 PM
From: Logain Ablar	of 50167

Ike: The only company on your list that I follow is CTXS and I wish I still had it bookmarked to catch Friday's run. It will be releasing Winframe 1.7 next week. Reason for Fridays 4 point gain and when the news is officially released I expect the stock to break to the $60 - $65 area. This was posted on the CTXS thread around 1PM and look what the stock did on Friday. www8.zdnet.com I made some money on CTXS this year but sold @ $54 a couple of weeks back after it had gone from $54 on earnings down to $42 and then back up to $54. I think the upside is the $60 - $65 based on earnings estimates ($1.2 for 97, $1.5 for 98). Until they show they'll earn more than $1.5 for 98 the 43x next year earnings is rich. I think short term they'll be fine but long term they have a problem with the MS agreement. They'll receive up to $150M in licensing as MS incororates a thin client solution based upon winframe in its NT4 and NT5 products. Limited revenue in the DOS and NT3.5 as companies migrate to NT. On the other companies I'll do research this week and give my opinion. Heres some links to recent news articles (I'll research this week). EGGS biz.yahoo.com CTXS biz.yahoo.com ADPT biz.yahoo.com BBRC biz.yahoo.com VTSS biz.yahoo.com SNE biz.yahoo.com CS - On this one it moved up this week with the CEO on CNBC. Not sure if I'd invest until we see that its turned around (i.e. was last quarter a one quarter blip or will it continue for a quarter or two). biz.yahoo.com PRIA biz.yahoo.com TQNT biz.yahoo.com LHSPF biz.yahoo.com If I ever over step myself let me know because it will be unintentional. I'm OK leading in areas where I have the expertise but when it comes to investing and trading I'm following the leaders of this thread. I'm just chirping in with my ideas every now and then. As always if I can help with tax or financial (non investing) advise let me know. Off topic - Just finished a 17.5 mile run after a 10 miler yesterday. Missed a few days this week (work ggg) and have crammed it in this weekend (my sunday running partner wants to run an October marathon so I keep him company.) Downside is in about an hour I'll tired. Hope you enjoyed the wedding. Watched the funeral last night on tape delay, sad and emotional day for the family, England and world. We'll have to go for a run one of these days. (back to the exchange counter today <ggg>. Have to go but will be back tonight. Tim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next