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.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Jdaasoc who wrote (62952)	5/7/2002 1:50:35 PM
From: Steve Lee	Read Replies (1) \| Respond to of 99280

Answer - they all got OUTCOMPETED in the end <g>

To: Jdaasoc who wrote (62952)	5/7/2002 1:52:45 PM
From: t2	Read Replies (1) \| Respond to of 99280

Actually I agree with you on ORCL. I was looking at it as if I was an investor who would examine PEs for relative value, leading me to conclude that it would suck in buyers who were just looking at a company in a bad IT spending environment. Another words, they would incorrectly blame the economy and not the company. Microsoft is the real killer of these types of companies. I am waiting to buy MSFT stock when the market turns; Orcl is nothing more than a trade once in a while. Orcl with its lower PE is as risky as those stocks that have very high valuatioins. I used to say Orcl and SUNW were going to be history back in late 1990s....it was only the DOJ suit against MSFT that slowed down that process, imho. I believe ORCL is the biggest supporter of the States action against MSFT is what I recall reading a while back.