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 : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Melissa McAuliffe who wrote (3546)	11/16/1998 11:42:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 4509

Me too Im completely confused. What is the point of this? Dave says its an accounting trick to hold on to top employees... how would it have that effect? The only time I can remember discussions about spinning off a separate company from a profitable software concern was when Oracle was thinking about spinning off apps. And that was purely because they were thinking of selling it. Michelle

To: Melissa McAuliffe who wrote (3546)	11/16/1998 11:46:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 4509

Melissa, I don't know what to think, I am very skeptical. I would make this argument though, you will never ever see a structure like this created when the core fundamental business is in BETTER shape than the street's perception. I have no investment either way in PSFT, but in contrast to many of the folks that view the stock as a bargain because of where it's come FROM, I am more concerned that over the next two years, the stock is going to languish at best. Tomorrow will be amusing. TD