To: Manx who wrote (2836 ) 12/19/1999 9:11:00 PM From: Manx Respond to of 5195
FROM Raging Bull: Real Time Quote Chart Free E-Mail Raging IDC Links < Previous Respond Next > By: ernaw Reply To: 21080 by jmspaesq Sunday, 19 Dec 1999 at 8:44 PM EST Post # of 21098 THE ATI T EQUATION AND HOW IT APPLY'S HERE. I work for the Advanced Timing Internet(FUND GROUP) The fund is private, fully subscribed, and closed. Without going into the T Equation, my job is to try and determine consumer driven market sentiment as opposed to market driven market sentiment. Once, now twice in the last year I have gone off message and couldn't resist getting involved in a message board. This is my mistake. I have been told that trying to be rational with ardent backers of a certain stock is similar to be adressing a bull in a bullpen with a red curtain unfolding behind me. Plus measuring investor sentiment is only accurate when one doesn't add their own opinion. The only thing I was trying to say is that it is difficult to be objectice in regard to something as subjective as stocks. Most professional and regular people in this business believe in the power of analysis to determine what stock to buy. In that respect the stock market is like organized religion with beautiful structures and alleged rules to lent legitimacy to what is essentially faith. Analysis is only 60% of the solution-the other 40% is timing. Timing is the correct perception of what way the ever restless herd(us)is going to run. Depite all the screaming pundits claiming to understand, very few do. For at best you combine analysis with your own form of the T Equation. At ATI we rate stocks differently than any other organization while relying on most of the same fundamentals. Relating that to IDC I have come to the conclusion that it takes a lot of guts to buy this stock. The people driving the bus do not have a destination, nor a roadmap, and their license has expired. Yet I agree with you that their patent infringement suit looks good(based upon what I have been told by professionals.) However even gold has to be mined. After checking with the President of our company-and being told to mind my own business in a nice way) he issued the following statement, "WE WILL TAKE A LONG POSITION IN IDC ON DECEMBER 20, 1999. WE RATE THE STOCK AS A STRONG BUY,CR(CALCULATED RISK,5,short term attractive, long term uncertain). We rate stocks differently than other organizations in some respects. Finally to participate in this type of stock requires courage and the ability to surpress successfully, anxiety and fear. I, at no time was trying to undermine anybody. I was just looking at the stock the way our company does, with honesty, intelligence, and the belief that nobody or no entity is infallible. We do not have a website nor any plans to build one. Our next offering will be private and not solicited. If anyone has any further comments please contact our public relations officer at rory711@msn.com Thank you ernaw (Voluntary Disclosure: Position- Long; ST Rating- Strong Buy; LT Rating- Hold)