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 : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Paul Fiondella who wrote (31066)	4/16/2000 11:56:00 AM
From: zwolff	Read Replies (1) \| Respond to of 42771

Note, as was posted yesterday, NOVLs '00 PE is now @ 26 But you can still buy AKAM for 9 billion or 60+ a share I think. For all its potential AKAM had 4 mill in sales and negative earnings (it is burning money like crazy). Moreover it faces increasing competition. There are lot of smart guys that can (and are) writing code that eventually will be better than Lewin's code at AKAM. Ergo it is not likely that it will become a gorilla..

To: Paul Fiondella who wrote (31066)	4/16/2000 11:58:00 PM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Paul, I should have clarified my definition of "Fundamentals". To me it does not simply refer to the P/E ratio. I would ask myself questions like: How is this company ranked in the industry segment it participates in? Does this company have hard assests and structure? Does the company have a good proven performance record? Is it diversified enough to handle industry sector crap-outs? Is it deemed a "Cult Stock"? Is it legally healthy - ie. are there no major / significant attacks on it by others? And I can go on and on. That is why I mentioned CSCO and the others. You are right about the P/E as that is a major factor to consider but not the only Fundamental component. Cheers! Toy