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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 676.47

+0.8%

Dec 18 4:00 PM EST

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To: mattie who wrote (19363)	1/13/1999 12:57:00 PM
From: j g cordes	Read Replies (1) of 69122

Mattie.. stock sector favorites change. IDC, from Yahoo, "..Revenues reflect increased licensings due to a change in the business model away from product sales in favor of patent licensings." It may that change which puts a cap on some investor's thinking, yet growth and balance sheets seem quite good. I don't know the business well enough to comment on competition. It appears to be a solid investment outside the volatility of the current mania. Remember, the unfortunate reality of the market is momentum playing... everyone's doing it. Its like a locust swarm that decends and raises the value of an industry then moves on. If you can get to the next fertile valley before they get there... "that's the ticket!"

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