Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (41881)	4/12/2000 5:20:00 PM
From: Andy Thomas	Respond to of 74651

>>15 to 20 times revenues is a "value play?" ;-)<< "the best of a bad bunch..." Andy

To: Skeeter Bug who wrote (41881)	4/12/2000 6:55:00 PM
From: Russ	Read Replies (1) \| Respond to of 74651

>>15 to 20 times revenues is a "value play?" ;-) Well, Legg Mason Value Trust was the highest performing "value" fund for several years. Their two largest holdings were AOL and DELL. I read the manager defending these as value investments. So, why not MS at 15 - 20 X revenues?

To: Skeeter Bug who wrote (41881)	4/12/2000 7:27:00 PM
From: Dinesh	Read Replies (1) \| Respond to of 74651

Skeeter Bug: Re: 15 to 20 times revenues is a "value play?" ;-) Look at the PE. And that should make it easy to work out its net margins. Compare netplaiance's i-Opener with a regular Windows PC. i-Opener is cheap ($99) and lets you surf the web. But, when it comes to reading a excel attachment someone might have mailed you, you got a problem - you turn into an outsider!! Go over all your options carefully. I use Solaris but don't let that cloud my reasoning. Like I said, it's just my opinion. Do your own dd before you arrive at an investment decision. Regards Dinesh