SI
SI
discoversearch

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Allen Furlan who wrote (14769)7/9/2002 6:28:55 PM
From: Paul Senior  Respond to of 79011
 
Looked at CTXS and passed. If I understand it correctly, their business model must change. Whereas they primarily sold to or were partners with Microsoft in some key CTXS software, now Microsoft is going it alone with their own software. (Not sure of these last two statements-- I may have got pertinent facts all wrong.) Compared to so many other stocks that are beat up, I just don't see CTXS as a ripe pick at 5. Maybe at book value -- 3 to 3.5?



To: Allen Furlan who wrote (14769)7/9/2002 7:50:44 PM
From: Dave  Respond to of 79011
 
Regarding Tyco, several value funds (Legg Mason comes to mind) are gone through the numbers and bought more.

Unfortunately, I really don't want to be long any company having the dark cloud of "accounting irregularities" over it.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News