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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: tejek who wrote (84727)1/3/2000 3:39:00 AM
From: Amy J  Read Replies (3) | Respond to of 1573544
 
In general, I might do research, some of which might include, if it's important and if time permits:

- reading quarterly reports, press releases, company and competitive reports (can it hold up), and listening to CC, if important and if time permits
- analyzing financials, particularly margins, growth, and market share (does it sell well)
- analyzing the stated strategy
- a quick check on the management team
- reading reports to estimate market size - cross-checking market size figures (I have newsfeeds, which makes this relatively easy)
- running numbers
- asking either visionaries, customers, engineers, sales/marketers, resellers, executives [not at the companies in question, i.e. outside industry executives or experts], entrepreneurs, a VC, former WS analyst, market research analysts, or lawyers what they think about public events, if it's important and if time permits
- doing my own thinking, predictions, and analysis
- attending industry events where the latest news is discussed
- occasionally attend industry financial presentations, if time permits
- reading SI and asking folks on SI what they think (a great resource)
- etc.

Best,
Amy J