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Pastimes : Ask Steve -- Ignore unavailable to you. Want to Upgrade?

To: hpeace who wrote (4640)1/25/1998 1:24:00 AM
From: space cadet  Read Replies (1) | Respond to of 4749
 
steve, I agree with you on memory being a real growth industry in pc's. At this point it's probably more important to get more memory than intel's latest and greatest processor. I was wondering what is your opinion on CTXS which makes software support for thin clients for nt. Not a cheap stock but in a good niche. Are they overpriced or not? Also, this may be out of your area of expertise but have you had any experience with companies like itwo? Their p/e is astronomical and I was wondering if they could maintain their p/e. Is their product really that good? Sounds like you may have done similar type of products when you worked at compaq perhaps since I know you are concerned about things like supply chains, right? What software products does cpq use to keep track of those things?



To: hpeace who wrote (4640)1/30/1998 1:05:00 AM
From: Dan Spangenberg  Read Replies (2) | Respond to of 4749
 
Steve I just caught up on some old posts and just read about your idea on SMOD. That was posted a couple of days ago and I see that it has started to move. Think it's too late to get onboard? If not would you still use the Apr 30's & 40's? Although it's not as good as when you called it, they still seems to have a bit of potential. Or maybe the Apr 42.5 & 32.5? At close 13 1/8 & 5 1/8. Any ideas are appreciated.

Thanks
Dan


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