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Strategies & Market Trends : Investment strategy

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To: Spekulatius who wrote ()	6/11/1996 6:01:00 AM
From: steve cox	of 26

Ralf, I think your overall strategy is a good one. One suggestion: Apply your criteria and then stick with what the market values in tech. For ex. the market for servers has been and will be strong, but historically those companies haven't commanded a premium price on NASDAQ(those that make servers alone) Otherwise we would see ASPX doubled in price by now. Some other element endemic to the whole technology sector would have to begin to demand a premium value for that to change. For ex, a premium placed on a diversified product line serving many industries, Interpoint's products, or a few products meeting many industries needs, routers and multiplexers. I'm sure other tech niches will do well, but just be aware of the risk that is there BECAUSE no premium value has ever been in the product area by way of the stock price. The market can be very flighty in this respect.

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