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Strategies & Market Trends : Value Investing
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To: 249443 who wrote (14279)4/7/2002 6:44:32 AM
From: Bob Rudd  Read Replies (1) of 78740
 
mrcjmoney: Thanks for the further update. JJC's intensity pulls an audience and occasionally his insights ARE valuable: He calls big turns early...leading one to at least consider the possibility he might be right- the death spiral in telecom equipment is an example- I looked hard and switched from bargain hunter to sideline watcher. While the value of his calls is questionable, the value to TSCM isn't. The BIG COST for dot.coms was getting noticed, developing a following...Cramer's presence virtually replaces that and since he's up to his eyeballs in TSCM stock, he's gotta do it. They also seem to have developed an effective rollout formula for niche products targeted at folks willing to spend serious $$$'s on specific content.
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