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Technology Stocks : Seagate Technology
STX 284.47-7.7%Jan 8 4:00 PM EST
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To: Frodo Baxter who wrote (5069)6/3/1998 4:56:00 PM
From: Tom Simpson  Read Replies (1) of 7841
 
Lawrence,
>But a good software company can trade at an eye-popping 10 times the
>P/S ratio
"can" is the operative word here. Clintoon "could" have been just counseling Monica too :o)

Its the same argument used last summer to inflate QNTM with DLT biz. It means something if and when the unit is spun off, but a 5 lb bag inside a 95 lb bag isn't much noticed.

We should also point out that one year ago the software biz was a mere 2.3% of revenues so your theoretical relative effect base has more than doubled; still, the stock tanked about 50% in same time frame.

Best Regards.....Tom
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