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


To: Jeffrey S. Mitchell who wrote (9357)2/5/1998 4:56:00 PM
From: wlheatmoon  Respond to of 13949
 
Solid volume and price on SYNT today. Looking for more pop to upside.

mike



To: Jeffrey S. Mitchell who wrote (9357)2/5/1998 5:34:00 PM
From: ThirdEye  Respond to of 13949
 
Jeff, that was a spiffy little chart there. Thanks. My rudimentary DD suggests that the FORWARD PE for MERQ is/was around 30, at least last week. Were you posting uniformly there, trailing PE? If so, I think CDO may be an even better deal than it appears to be, but MERQ isn't far behind.

ALso, the markets for the software testing vendors really are different. I happened on a delicious document on the web recently that defined these specialties, but didn't bookmark it and NOW I CAN'T FIND IT(AAaaarrrggh). Suffice to say I think you wouldn't significantly overlap markets by investing in any two of the software testers.



To: Jeffrey S. Mitchell who wrote (9357)2/6/1998 9:23:00 AM
From: TEDennis  Respond to of 13949
 
VIAS contract: The Mutual Life Insurance Company of New York.

biz.yahoo.com

TED



To: Jeffrey S. Mitchell who wrote (9357)2/6/1998 9:25:00 AM
From: TEDennis  Read Replies (2) | Respond to of 13949
 
Jeff: If you're going to include CPWR and PLAT in the testing chart, you should also include VIAS for the VIA/AutoTester and VIA/SmartTest products. CPWR and VIAS have been fighting over the software testing market for over 10 years. PLAT has joined the fracas in the last few.

CA could also be considered a contender, but only because of their size and marketing clout.

TED