PROGRAMMER'S PARADISE (PROG) Message Board

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Technology Stocks : PROGRAMMER'S PARADISE (PROG)

PROG 0.146

+6.5%

Jun 13 5:00 PM EST

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To: Zeev Hed who wrote (78)	1/10/1999 4:10:00 PM
From: SliderOnTheBlack	Read Replies (2) of 2383

Finally; a Net play that I can live with... << I can buy the same play as DRIV but with positive cash flow and at a discount of 90% to DRIV? >> Zeev in a mere 21 words, basically ''sold'' this company with the above observation. I did my ''DD'' of course - been researching the VERY well respected DRIV; yes PROG is a damn Internet value play - kind of scares me seeing PROG next to PGO on my portfolio; but one can not deny the most powerfull trend in investing history. I can't ''push the button'' to buy AOL, YHOO, or CMGI - valuations are just impossible to rationalize on anything other than a momenteum play. I see a day in the not to distant future when many of these stocks fall 2/3rds. However, that does not mean that the undiscoverd, sanely valued Internet plays are not solid investments - PROG fits the bill. Never thought I'd tread my Oil laden boots over to Phantasia-Net Land, but - this one appeals to even those firmly grounded in common sense and value. When a stock like this starts attracting contrarian, bottom fishing Oil investors - maybe the final nail on the top in this sector is in ? <VBG>

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