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Strategies & Market Trends : MDA - Market Direction Analysis
SPY 691.72-0.1%Jan 16 4:00 PM EST

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To: UnBelievable who wrote (52980)6/7/2000 1:51:00 AM
From: johnsto1  Read Replies (2) of 99985
 
This is a great thread;I always pick things up here. But your missing a key issue that can be expressed with the VRIO deal purchased for 5 billion cash. International companies need certain technologies to thrive and prosper; the technology companies that so many investors despise because they want to evaluate them like a soap company. The thread offers great insight,interesting perspective and a big picture out look ,but at least in your analysis,are missing relevant weight for your market formula.
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