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Technology Stocks : Golden Genesis (GGGO), formerly PCOM

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To: Geoff who wrote (15)8/15/1996 11:50:00 AM
From: PuddleGlum   of 145
 
To play devil's advocate for one post, PCOM looks a lot like INFS used to. INFS created its own market, has 35% market share, has good management, but Sony and NEC appeared on the scene a few months ago and the stock price went from 50 down to 13. Perhaps the differences are more important than the similarities, but INFS is now trading at a P/E of 9 and price to sales of 0.6. And don't forget that most of PCOM's business is still government-related, whether it be a municipality or a foreign gov like Brazil. Think about what can go wrong with business like that. One can be frightened out of any stock, of course. Still bullish on PCOM, though.

Steve
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