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Strategies & Market Trends : Roger's 1997 Short Picks

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To: tonto who wrote (6478)11/4/1997 2:45:00 PM
From: Bob Trocchi  Read Replies (1) of 9285
 
tonto...

>>CTXS: Does anyone know what the approximate value of a contract this size could be?<<

I sure don't. This is a $64 question. ( egad...$64 does that show my age and if you are to young to remember, my explaining it will not help). I believe it depends upon several factors. Success of network computers, success of java, success of HP within network computers.

If NC's reallly take off, then this could be a big market. It is Microsoft against the rest of the world.

It is the antipication of it being a big market like Y2K stocks that inflate prices.

bob t.

Bob T.
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