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 : VSGN -- Ignore unavailable to you. Want to Upgrade?

To: ps who wrote (101)	11/2/1997 10:40:00 PM
From: alan brown	Respond to of 131

It's a bet on CORBA as well as Java but I think they are both here to stay. I was disappointed with the Visigenic revenues and their operating expenses have increased a lot. The latest earning estimates I can find are -71› pershare for FY98 and -3› pershare for FY99. This implies no net profit until the quarter ending Dec 98. If they can meet these estimates they won't run out of cash and need refinancing. Still undecided as to whether to buy more.

To: ps who wrote (101)	11/3/1997 9:35:00 AM
From: John Solder	Read Replies (1) \| Respond to of 131

Those numbers seem high to me. Anyway, The whole CORBA/ORB technology is bleeding edge. IMHO it will be a huge business in the future. Most people cannot comprehend how the WWW actually works, let alone how something like CORBA and ORBS work. Until some big tech funds start speculating in this growth area, and word gets out that "This is the technology that makes the web work" the sector will not explode. I personally believe in it. Most major software vendors, RDBMS vendors and others are moving in this direction. It is truly a speculative issue. I'm down big so far. But this is a buy and forget stock. $4 is cheap. If you understand how it all works and how IONA and MSFT and VSGN are related as players in the market, then it may make sense to pick some up. Invest with your head.