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 : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: hueyone who wrote (17768)	1/8/2003 1:56:36 AM
From: Hardly B. Solipsist	Respond to of 19079

I get it. I guess I agree that the balance sheet can be useful, but I think that for tech companies it isn't much help. One problem, as you mention, is that options expenses are not adequately reflected in them. If you listened to the Oracle annual meeting, you heard one of the board members agree with this point at some length. The biggest problem is that these balance sheets don't even attempt to value intellectual capital, which is what a company like this is "worth". On the other hand, if the company never pays out a nickel in dividends and eventually goes out of business, then I guess the company is worth what the used office furniture will bring, suitably discounted. Unless your short, I don't understand why you hang around the thread given you opinion of ORCL...