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 : VIAS VIASOFT & THE Y2K PROBLEM -- Ignore unavailable to you. Want to Upgrade?

To: Lucas Wan who wrote (1142)	2/12/1998 6:05:00 PM
From: Sycamore	Respond to of 2067

Lucas, Don't know about you, but here is what "First Call Estimate" says about the stock: FCE Recommendation: Strong Buy Annual Projected Growth Rate: 36% Earnings: Mar98Q = .26 June98FY = 1.00 Zachs has a "BUY" recommendation on the stock too. Bottom line, its PE is still below annual growth rate. Anyway, good luck! sycamore

To: Lucas Wan who wrote (1142)	2/12/1998 8:02:00 PM
From: TEDennis	Read Replies (1) \| Respond to of 2067

Lucas: My goodness. That was quite an outburst. A reasonably intelligent person might surmise that you tend to get a bit overly emotional about your investments. We'd love to hear a rational explanation of what makes you think this stock should be sold. Just the fact that it "has been going down since the last earning" doesn't carry enough weight in this neighborhood. Personally, I think this stock will make a good run within the next 6 months. I was hoping for 45-50 prior to the quarterly report. It made it to the lower level of that range. Unfortunately, I didn't sell it at that level. I did, however, buy more at the 31 level. We are now back down here again, and I'm considering picking up another chunk. Why? Because the Y2K sector is very close to liftoff. And, VIAS is one of the premier tool providers in the mainframe sector, along with CA, CPWR, and PLAT. Since you have already sold your VIAS shares ... and from the sounds of it, at a sizable loss ... you'll need another place to park your dollars. Good luck with whatever else you decide to invest in. Regards, TED

To: Lucas Wan who wrote (1142)	2/14/1998 11:53:00 AM
From: terracin	Respond to of 2067

buy it back lucas !!! .... as quick as you can (like tues morn !!) for what its worth, i'm borrowing money to buy vias, (i'm already margined to the max in my stock account). vias got wacked not because of its better than expected earnings, but because of some account receivables problems for the last quarter reported. with a pe of 29 and a growth rate in excess of 37% - this stock is a no brainer !!! all of the other major y2k players, of which vias is one, are at lofty levels. the banks must be y2k compliant by the end of this year. i think its only a matter of minutes before the big money comes back !!! vias is just making a double bottom right now (imo). in closing, BUY NOW !!! good luck and cheers to all vias longs