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Technology Stocks : IFMX - Investment Discussion

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To: J Bertrand who wrote (8829)1/17/1998 1:43:00 PM
From: Scott Taylor  Read Replies (2) of 14631
 
Jeff...

Thoughtful observations you have. Are there any other measures you could/would use to compare IFMX ORCL & SYBS?. P/E's are out for instance, but I heard Michael Murphy speak this week, and he was real high on IFMX.(he said he called it too early last year @$7+-...and described Oracle 8 as a "bad product").

The reason I mention him is that he had some kinda formula to compute "intrinsic capital" or something like that, where he computed the value of R&D for instance.

Are there other measures to compare these three...?

TIA
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