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Strategies & Market Trends : Z Best Place to Talk Stocks
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To: Barbara Barry who wrote (15407)7/21/1998 4:24:00 PM
From: Johnathan C. Doe  Read Replies (1) of 53068
 
Barbara, it might be better to not talk to you friend about ADSL; that might seem contrary to common sense, but I have found that people overanalyze many stock decisions. It really is very simple when it comes to the ADSL plays. Nothing has changed since March of 1996 on any of this. It is just a timing play, not a fundamentals play. The fundamentals are already known to the extent needed to play the stocks. Talking to people I find just confuses the clarity of the play. People talk about price and deployment timetables and number of lines, line code, cable vs. telco, blah blah blah and all of that is really not relevant to the playing of these stocks anymore than is FA to the internet group for all of 1998. You have to know the stocks and play them as the market does. Don't over think these. Aware should be a $2 stock and it should have been a long time ago. The market disagrees with that though. Play it the way the market plays it.
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