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 : MSFT Internet Explorer vs. NSCP Navigator -- Ignore unavailable to you. Want to Upgrade?

To: Gerald R. Lampton who wrote (14748)	12/11/1997 2:04:00 AM
From: Scott Pease	Read Replies (1) \| Respond to of 24154

Here is something I don't understand. MSFT is currently trading at a forward P/E of 44 (trailing 54). Everyone is expecting next year growth rate to be 20-25%. So what the hell is the stock doing in the 140s? I'm also amazed at stocks like YHOO (forward PE of 750!!), ONSL (850), and NSCP (60). I'm not long or short any of the stocks at the moment, i've settled back into defensive. I tried to explain why someone would buy these stocks at these levels to a friend who wants to invest for the first time, and couldn't think of a single reason... did jump into some ORCL today though, figure Ellison is going to kick some ass to get back into the billionare's club.

To: Gerald R. Lampton who wrote (14748)	12/11/1997 7:38:00 AM
From: Reginald Middleton	Read Replies (2) \| Respond to of 24154

<I don't know about Asia in general, but the Oracle debacle could affect them very positively to the extent it gives them an opening to sell their database products to Oracle customers. And, make no mistake, Microsoft is after the database market. What is so shocking about Oracle is that all theoir competitors are on their backs, yet Oracle was only able to get what meager growth it did.>< Where do you think all of the Rapid SQL Server growth is coming from??? ORCL can not continue its growth rate while SQL 6.0/6.5 is growign at the rate that it is. The market will only support but so much and is not growing at a rate to support 2 hypergrowth DBMS product companies.