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Technology Stocks : Allaire - ALLR -- Ignore unavailable to you. Want to Upgrade?

To: Gary G. Wallrap who wrote (58)	2/24/2000 10:48:00 AM
From: King David	Read Replies (1) \| Respond to of 64

>>> Any insights? From a product POV, i can tell you that I just finished building my first application with ALLR's Cold Fusion and bought the stock on the first drop I saw. I don't see why this hasn't followed the trend on a company like BVSN, but I don't see why it can't. I can see Cold Fusion as a standard for web application development in the future and for a while to come. After all, it is the 'only development tool born and bred for web development', as any ALLR-techno-bigot will tell you. Financially, a company that has $-.53 earnings, a P/S of 25 and a $1.5b mkt cap, is definitely what I would call a risky investment. Maybe even a Greenspanesque 'bubble'. And these numbers are after its already lost 1/3 of its mkt cap from a high around 190. But given the potential for long term returns, I just bought in with the turnaround in MACD last week. Plus with the split coming on 3/15, there should be some good hype and nice price bump. Admittedly, I have not done all my homework on this, such as # shares oustanding v. institutional hold. But my risky assumption is that if the institutions aren't here yet, I just happened to beat them to it. As always, JMHO, KD