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 : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Dee Jay who wrote (9684)	11/22/1997 8:42:00 AM
From: Fred Fahmy	Read Replies (1) \| Respond to of 22053

Dee Jay, Despite having done really well vs. estimates (from what I can see), ORCTF hasn't done much since the IPO. I believe it's only up about 20%. It has been my experience that IPO's of lesser known companies can take time to mature and get noticed. Two years seems to be about the right amount of time. That's another reasons I'm thinking that now may be the right time for ORCTF. I've got to believe that sooner or later (sooner I'm guessing, as in 1998) this company will get noticed. Look at what AMTX just went for. Someone on the ORCTF pointed out that if someone paid the same amount for ORCTF's revenue the purchase price would be about 60, or triple it's current price. <That was ANOTHER lesson I learned - if you don't get a piece at the offering price wait a few days or weeks to see what happens.> I agree with your statement above for lesser known IPO's. However, I used this same thinking for RBMS and missed a great opportunity. It opened at such a premium to the IPO price that I figured it would have to pull back. Well, if you look at the chart or follow it, you will know that it didn't pull back until it had soared and it has never pulled back to anywhere near it's opening price. I guess it just depends on the IPO, but in general I think you are right. As far as ORCTF is concerned, I am going to take a serious look at establishing a position with the goal of doubling in 1998. Thanks for sharing your experiences. FF

To: Dee Jay who wrote (9684)	11/22/1997 11:57:00 AM
From: Moonray	Respond to of 22053

Firms Change Views on Office Space To illustrate the shift in corporate thinking, Bostwick describes the office design at 3Com, a computer networking company based in Santa Clara, Calif. The work environment at 3Com incorporates "social spaces" to enhance interaction among employees, and the 3Com CEO isn't socked away in a luxurious corner office. He uses a workstation like everyone else. guide-p.infoseek.com o~~~ O