Dear David - just curious, how do you derive the #s? Thanks.
This is of particular interest, not just about BAY, but to the whole tech sector, since the boom and bust of this sector succeeds each other so rapidly, a change of trend can wipe out a company in a matter of a few Qs. Last year, APM [out of embarrassment, still holding some] was seen by many [including some from academia] as the best value tech stock, but the coming of AFC [asian flu contagion] and the acceleration of technology shift have battered this stock - and the whole DD sector. While we are here to talk about networking in general and BAY in particular, like I said earlier, the notion of value is always a puzzling thing to me. So maybe I can learn something regarding your model. Thx
Btw, I think your quoted piece is based purely on TA, so I suspect the original poster cares more about the timeliness of entering [and eventual exiting] of a position.
rgds Bosco |
