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Strategies & Market Trends : Value Investing

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To: Dale Baker who wrote (14160)	3/24/2002 12:25:32 PM
From: Bob Rudd	of 78670

I would guess that analysts work is least reliable on 'hot' sectors that are doing a lot of IB stuff...but I spend very little time with hot sectors due to nosebleed valuations. Regarding the optics sector, the former Lehman credit analyst Ravi Suria, did some great work as the sector was selling off...made it clear that 1/2 off was still no bargain. Generally credit analysts do more credible work, IMO....partly because they actually have better access to non-public info. Completely agree that FD has pulled an important crutch from a lot of them. I'm sort of glad SEC's Pitt is on the defensive over accounting reforms and thus may not attack FD. Had it not been for that, FD would be toast...to the significant disadvantage of individual investors.

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