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 : Stock Swap -- Ignore unavailable to you. Want to Upgrade?

To: Tech Master who wrote (15525)	9/24/1998 9:48:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--First of all, I do not think anything was tarnished over here on this thread. Differences of opinions, differing perceptions and lively discussions are always welcome because it helps everyone to become a more informed investor. To say the least, I am very upset with ALYD and it shows in my recent post. However, I hope that I did include in that post, the reason I chose ALYD as my premier Y2K stock. It was for the same reason you just highlighted. There will be life after 2000 for ALYD. That was one of the major points that set ALYD above the rest. The fact remains that a vast majority of the Y2K sector has been beat bloody while the high PE and vastly overpriced internet stocks just skyrocket yet again on the ridiculous herd mentality. I am grateful I caught both AMZN and BCST but I sure as hell missed out on the bigger boys<GGG>. Thanks on the LOR but it was actually a 4 bagger. All 4 stocks (QCOM, LOR, IRIDF, and GSTRF) did extremely well over the past few weeks. Anyone one of the 4 would have made a good 10% plus for anyone involved<GGG>. GSTRF is looking to be the hit of the group though, up close to 50%, while LOR is not too far behind. Andrew

To: Tech Master who wrote (15525)	9/24/1998 12:38:00 PM
From: Hollywood	Read Replies (1) \| Respond to of 17305

Anybody out there have any thoughts on mechanical design automation (CAD/CAM/CAE) companies such as Structural Dynamics (SDRC)or Parametric Technology (PMTC)? These companies are down significantly (60% - 70%) from their 52 week highs and are trading at multiples of about 13 times this years and 10 or 11 times next years earnings. SDRC, for one, seems to be making a big move into the PDM (Product Data Management) area. I haven't seen these stocks discussed on SS before, so I'm not sure if anyone here follows them, but any opinions are appreciated. Thanks, Hollywood