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NL

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FlixFool replied to the New Paradigm Investing board. 1 hour ago

Re: OT: The Future of Programming

nroff/troff were part of both SunOS 4.x and DEC Ultrix. groff was the GNU version.

I'm curious, did you ever run into Cliff Stoll ?

--
Paul - who's been around UNIX a long time, but not that long :)

NL

Boards Post

FlixFool replied to the New Paradigm Investing board. 6:49 PM

Re: OT: The Future of Programming

Casciman,

Great post! Being a history buff, your story of being at SRI during the ARPANET days growing up during the infancy of C and UNIX fascinates me!

While not a programmer, I too know a lot about programmers, but more from [more]

NL

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FlixFool replied to the New Paradigm Investing board. 6:19 PM

Re: OKTA - The Next Shopify?

Grrr, wish there was edit.

The above was meant to be addressed to Duma not Tinker.

--
Paul - who should just quit for today.

NL

Boards Post

FlixFool replied to the New Paradigm Investing board. 6:13 PM

Re: OKTA - The Next Shopify?

Tinker,

I'm curious why you like Mongo better than Okta ?

Okta to me seems to fill a real need with a TAM of pretty much every company who needs to manage employee access to many different cloud-related applications. Sure, MS [more]

NL

Boards Post

FlixFool replied to the Saul's Investing Discussions board. 4:55 PM

Re: Thoughts on OKTA ?

Sigh.

How did I miss that?

Thanks!
--
Paul - who is apparently blind today.

NL

Boards Post

FlixFool replied to the New Paradigm Investing board. 4:52 PM

Re: Shopify Plus

For the discussion of the next Netflix...Arista does not qualify for that conversation.

Since I'm the one who posted with that subject a few days ago, I feel the need to qualify my statement. I agree 100% that ANET and NFLX are [more]

NL

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FlixFool replied to the New Paradigm Investing board. 3:20 PM

Re: P/S and Expected Future Returns

Hey Duma,

Thanks. I know as single point it's meaningless. I'm merely trying to get at the crux of what it is you're observing when looking at P/S. It sounds like you're looking at the P/S relative over time but in [more]

NL

Boards Post

FlixFool replied to the New Paradigm Investing board. 2:20 PM

Re: P/S and Expected Future Returns

Hey Duma,

Thanks. Either I misread the source I was using for P/S, Morningstar is a more accurate (or maybe easier to read) source.

So, since NFLX is at 2x it's historical norm, how bad is that? And what is a good P/S ratio? Is [more]

NL

Boards Post

FlixFool posted to the Saul's Investing Discussions board. 1:40 PM

Thoughts on OKTA ?

Hi Fools,

My recent interest in ANET has me thinking cloud everywhere now. SHOP is also interesting, and I plan on digging into the discussions already on the boards. I was wondering if there are similar discussions on OKTA I should look [more]

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Yesterday

NL

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FlixFool replied to the New Paradigm Investing board. 9:23 PM

Re: P/S and Expected Future Returns

Hi Duma,

I'm fairly new around here, and to be honest, despite a decade of investing, these types of numbers are meaningless to me. Not that I think they lack meaning, but that I don't understand their meaning. I honestly truly do [more]

NL

Boards Post

FlixFool replied to the Saul's Investing Discussions board. 7:02 PM

Re: ANET Article - Road to 400G

Great article, BD!

I'm pretty sure I read that someplace else, or, they re-used snippets elsewhere, because I distinctly recall seeing the bit about 100GbE having such a long tail with the end nowhere in sight!

I read one of [more]

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