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To: Glenn D. Rudolph who wrote (100194)4/12/2000 5:36:00 PM
From: Sam Citron  Read Replies (1) | Respond to of 164684
 
What's FA?



To: Glenn D. Rudolph who wrote (100194)4/12/2000 8:15:00 PM
From: Sam Citron  Read Replies (1) | Respond to of 164684
 
>>do you believe fundamental analysis has changed for techs?

The internet has introduced certain network effects such as increasing marginal returns, but on the whole nothing has changed. In many instances it has been a game of overpaid young analysts with little historical perspective chasing new metrics to justify insane valuations. There's nothing new under the sun. Every great bull market in history has ended when companies came public promising to extract the equivalent of green cheese from Uranus. <G> This market has been no exception, except the first day pops were more exceptional.