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Technology Stocks : Wind River going up, up, up!
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To: Allen Benn who wrote (2620)1/7/1998 12:22:00 AM
From: Richard Karpel  Read Replies (1) of 10309
 
>>>Its tempting to accept the financial market's reduced multiple, applied not only to WIND but most technical stocks traumatized by the Asian turmoil, as natural and perhaps even deserved, but that would be wrong.<<<

Allen, I thought Mitchell did a pretty good job of explaining why WIND's multiple has been reduced. It's on the other WIND thread, in case anyone here missed it:

Message 2884410

Also, why I think the NC is doomed to failure:

Every now and then I pick up a business magazine and see a picture of Larry Ellison in the cockpit of a fighter jet, or wearing some kind of ancient japanese warrior garb. I know next to nothing about the day-to-day business of the computer industry, but the way I figure it -- if this is the clown in charge of the NC, the NC's in big trouble.
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