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   Technology StocksSMALL CAP TECHNOLOGY STOCKS: WHO WILL BE THE NEXT MSFT???


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To: johnd who wrote (77)6/20/1997 2:00:00 PM
From: Jim P Mitchell
   of 84
 
Kerry Packer - Bill Gates

techstocks.com./~wsapi/investor/s-1494/reply-409

biz.yahoo.com

What does this mean for mid-cap DBC?

JP

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To: IQBAL LATIF who wrote (28)7/6/1997 7:56:00 PM
From: Doren
   of 84
 
IQBAL,

I use both NT and Mac. Mac (Motorola/IBM) RISC processors have been
running at 300mgz for quite some time. Also if you compare a Mac 200mgz chip to an Intel 200mgz chip the Mac will smoke the Intel in
FPU calculations while the Intel does have a slight advantage in interger calculations.

Doren
UCLA design major

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To: stockvalinvestor who wrote (5)7/27/1997 3:20:00 AM
From: Doren
   of 84
 
Hmmm,

was burned by Liviakis

Doren

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To: Doren who wrote (80)7/31/1997 9:48:00 PM
From: bob golfer
   of 84
 
MY picks are SCOPUS[SCOP],UNISON[UNSN],HYPERION SOFTWARE[HYSW]

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To: bob golfer who wrote (81)8/2/1997 3:08:00 AM
From: Doren
   of 84
 
Bob,

>MY picks are SCOPUS[SCOP],UNISON[UNSN],HYPERION SOFTWARE[HYSW]

I would be interested to know why. These companies compete in very competitive market areas, have moderate profits and high P/E's (except Unison).

Not exatly small caps but interesting: BMC SOFTWARE (BMCS) and EMC CORP (EMC) have developed a symbiosis that looks promising in the storage/database area for mainframe/client/server systems.

Doren

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To: Doren who wrote (82)8/13/1997 12:16:00 PM
From: David Klein
   of 84
 
Anyone follow Telular (WRLS)? The stock trades about 2.5. The CEO said next qtr's revs will be between 11-18 million. Revenue is about double from last year. MOT owns 15% of WRLS & is on the board of directors. WRLS just signed a licensing agreement with a major Telcom equip co. and have negociations ongoing with eight others. (Already have one with MOT) MOT has committed 100 million in sales to WRLS by 1/99.
The potential market for fixed wireless is in the billions. It is small at present and WRLS has about 60% share.
The only negatives I see is that last qtr was bad. Not widely followed.
I see the value for this stock at between 5 & 6 so why is it trading around 2.5. Any opinions
DK

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To: David Klein who wrote (83)4/23/1998 12:06:00 AM
From: exhon2004
   of 84
 
Anybody who cares:

Interneuron Phamaceuticals, named by Worth Magazine over a year ago as "the next Microsoft" dropped 50% yesterday on the news that it's anti-stroke drug is ineffective and being withdrawn from clinical trials.

Gee I'm sorry this thread isn't about who will not be the next msft.

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