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Technology Stocks : MRV Communications (MRVC) opinions?
MRVC 9.975-0.1%Aug 15 5:00 PM EST
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To: Sector Investor who wrote (23117)8/18/2000 1:09:38 PM
From: Paul Senior  Read Replies (2) of 42804
 
Back on superior analyses.

You study: "...techs in general, the big trends, the market conditions, the economy, and 30 years of technical and middle management experience, and SYNTHESIZING it all."

Sometimes I consider myself an average investor. Almost always I seek out a method or methods of investing that are used by successful investors and so have some empirical or academic basis. That is, methods that can be repeated - used successfully - by the average investor (me).

If you are saying you use superior analyses of this type to bring you your gains, and therefore superior analyses exists and works, then I would like to ask you if you believe your use of "superior analyses" is able to be emulated. It seems to me that you go beyond superior analyses to exceptional or unique analyses. Unless it's that you've just dashed off a quick response just to feed me a response. But if you actually did take all of what you say into consideration, then I say you are the exception, not the rule. I mean could the superior analyses you performed and results obtained be done by someone who only had 5 years of technical experience (not 30) or no management experience, or all that but no or a different macro economic viewpoint, etc.?

Paul
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