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


To: hueyone who wrote (17795)1/10/2003 2:18:06 PM
From: hueyone  Respond to of 19079
 
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To: hueyone who wrote (17795)1/10/2003 3:41:57 PM
From: Hardly B. Solipsist  Respond to of 19079
 
Actually I knew what "shareholder's equity" on a balance sheet meant, I just didn't know what you meant. It seemed from the note that you wrote that what you meant was a pro-rata share of the "worth of the company", which it clearly doesn't mean in this case as far as I'm concerned.

I don't expect to change your mind about this matter, and if you are trying to change mine, being condescending is the wrong way to start. I suspect that I understand the business risks for Oracle better than you do since I have worked in this field for many years. And if you actually understand the price fluctuations of tech stocks...



To: hueyone who wrote (17795)1/10/2003 7:57:17 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 19079
 
Perhaps you need more than three days time to understand what shareholder's equity represents before making your pronouncements as to what is meaningless and what is meaningful?

You can use a stock price chart to measure Larry Ellison's performance if you want, but this won't tell you one darn thing about the risks your invested capital is facing. You might want to understand some things about the business peformance of the company to evaluate that.


This goes way too far hueyone. You appear to be equating your concept of "business performance" with retained earnings and that alone.

Evaluating companies in this manner will lead you to CPG, foods, tobacco and other slow growers which is fine if thats your thing. But to assume your notion of evaluating companies (especially growth companies) is the only correct one is fairly presumptuous.
Lizzie