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Technology Stocks : Citrix Systems (CTXS)
CTXS 103.900.0%Nov 2 5:00 PM EST

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To: Chuzzlewit who wrote (7769)4/3/2000 12:41:00 PM
From: Dinesh  Read Replies (1) of 9068
 
CTC

sO, how do you account for this risk/safety perception in
your model ?

There was a model published in WSJ a few weeks/months ago
that talked of relative size v/s market capitalization. This
was a straight line when plotted on a log scale. The sample
space was limited to hi risk hi tech stocks (net stocks?)

I think that the model itself may vary from industry to
industry because of a, different capital structures and b,
the speed of change and adoption in their marketplace.
What works for GM will not work for CSCO.

Their is at least some value to a story too, as in case of MO or MSFT. Since much of the humanity lives on hope, I
wonder if the story is really everything!

Random Walk - I'll check out the book. I remeber the title
from a while ago. Doesn't it conclude that there is no
beating the market ?

Regards
Dinesh
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