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Pastimes : Ask Mohan about the Market
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To: Brian Moore who wrote (14488)2/27/1998 3:15:00 PM
From: Cynic 2005  Read Replies (1) of 18056
 
Brain, if I do come-up with so many nice ideas, how come I am not happy when I look at my Schedule D for 1997? (My broker is!) -g-
Seriously, I think ORCL is overvalued by any measure. But, if the exuberance has to run its course further (thanks to all the liquidity), I think real companies, I mean GOOD companies, like Oracle will have to get even more overvalued as well. That is logic of the illogical.
-Mohan
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