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 : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: paul e thomas who wrote (8218)	12/4/1997 12:50:00 AM
From: Sultan	Respond to of 13949

Compare to other comparable system cos., the valuation is very low. Actually, this one has a chance of moving up to catch up with other lofty market caps of cos. that are in basically same line of business. The only negative is people's perception of this co. Bulk of their revenue is tied to Govt. business. If and when, y2k hysteria hits the govt. depts. they will get their share of the business and perhaps the perception will change. One other thing of note: They recently hired a COO who came from Computer Science so I think you will also see growth by way of acquisition etc. Note: Am long CACI (only co. of it's kind in my portfolio)