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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Peter V who wrote (585)10/29/1998 3:20:00 PM
From: Bob Trocchi  Respond to of 19428
 
Peter V...

>>. Once again, I'm getting drilled today.<<

Ditto. However, now that MSTR has nearly a $1b market cap, a P/B of over 20, P/E over 300, P/S over 10, sounds like a screaming long <G>.

There is a lot of hype this week with MSTR. They are hosting a major DSS World conference with 35 of their partners showing off applications.

From a marketing standpoint, there is no better time to announce major contracts and get the crowd all excited.

Who knows, maybe they will set the world on fire but I doubt it. Not a bad company but way over priced. Eventually it gets priced to value. Have patience.

Bob T.



To: Peter V who wrote (585)10/29/1998 3:21:00 PM
From: Sir Auric Goldfinger  Read Replies (1) | Respond to of 19428
 
Watch HTEI a POS Volpe deal with about 4.5 M of insiders stock to be effective today or tomorrow via shelf registration. Was lined up for a standard registration, but pulled it and then Co. said normal 144 would be the method. Snuck this shelf registration in. It goes to 8 very quick, possibly more. Insiders will sell very quickly. Volpe doing very weak job with Cowen. Other MMs to register. No standup here. Good luck.


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