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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Scott Taylor who wrote (8830)1/17/1998 2:31:00 PM
From: Dave Yenne  Read Replies (1) | Respond to of 14631
 
JMO... Michael Murphy is always filp-flopping his position on the database companies. When Oracle8 came out he was high on Oracle's future. Now he says product is a bust. Right or Wrong Tom Kurlak form Merrill Lynch is one of the analysts that stock prices react to not Michael Murphy.

Dave....



To: Scott Taylor who wrote (8830)1/17/1998 11:35:00 PM
From: J Bertrand  Respond to of 14631
 
Scott,

I am sorry that I don't have more knowledge about how to value a
software stock. I don't think book value is really considered when
Wall Street values software stocks. I do think , however, that the
technology and market position of this company are being seriously
underestimated.

Thank you for your kind remarks.

Jeff


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