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Strategies & Market Trends : Value Investing

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To: Ed Pirtle who wrote (7182)5/17/1999 8:56:00 PM
From: jeffbas  Read Replies (2) of 78469
 
You are asking the wrong person.

On AAPL, there is a difference between $44 and $34 for a value investor.

Furthermore, the BIGGEST investment mistake I have ever made BY FAR
is to buy value in technology instead of the leader. I believe the only investing strategy in technology that achieves consistently
good results is wait for some decent correction and buy the best.

Too often, technology turnarounds don't turn around or turnaround twice, ending up where they started. A second tier value technology company is more likely to end up third tier than first tier.

(The above is not intended as a specific comment on AAPL.)
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