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.
Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock -- Ignore unavailable to you. Want to Upgrade?


To: Lizzie Tudor who wrote (2296)9/5/2002 12:28:46 AM
From: chaz  Read Replies (1) | Respond to of 2477
 
Lizzie...

Thanks for pulling me up a little short on enterprise. Would you say there has been as much consolidation in all of tech as in enterprise? Would you say we've seen all that there will be?

As to your last paragraph...valuation, is there something magic about 1996 valuations? Who is to say there will not also be something magic about 1993 valuations? Or 1992?

I just don't think there's a bottom in view yet. Not to say prices won't bounce around as I expect they will.

Chaz