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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (1214)6/6/2000 10:08:00 AM
From: Logain Ablar  Read Replies (1) of 2850
 
John:

SUN Heathcare, now bankrupt, was a value pick that one
value manager mentioned repeated on cnbc. and it went to
zero basically.

Its amazing how little real research is done by some of the analysts. Not to throw stones (since in hindsight I've had my share of losers) but I remember my brother in laws comments (medicare reimbursement changes) and did read articles on the issue. One could have gotten out of the area in plenty of time.

I'll let you know his thoughts (I'll be out for a few days after fathers day) when I come back. I don't follow the sector well.

Tim
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