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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (5097)	10/3/1998 12:16:00 PM
From: Allen Furlan	Read Replies (1) \| Respond to of 78644

Shane, IMIC has similar p/bv and p/s characteristics to MANU and I opted to take a nibble at this sector thru IMIC, since I think the sector has been oversold. IMIC has half of customers in U.S. and remainder in Europe, New Zealand and Australia Its management is Swedish and its strategic alliance is with Oracle and its emphacis is global supply chain management. I was curious as to your insight on the technology behind itwo which justifies the higher price relative to financials. I am currently buying screaming values. Last month I bought bcu,hxl and some more maj. See my comments on bcu. Message 5898241