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Technology Stocks : MRV Communications (MRVC) opinions? -- Ignore unavailable to you. Want to Upgrade?

To: Thomas DeGagne who wrote (23110)	8/18/2000 11:45:10 AM
From: Paul Senior	Read Replies (1) \| Respond to of 42804

Thomas D. Maybe it has to do with information gathering versus information processing. Of course there are superior analysts out there. Does that mean they must be doing superior in-depth research (analyses)? How about they are able to process information that they have or are able to focus on a key factor to make their investment decisions. For example - an anecdotal example. In the mid '90's (if I recall) when IBM was at its lows, the pros and cons of IBM bandied about in most of the media - newspapers/financial mags. Polar opposites - it would fail surely. No it would come back. For me, there was one key piece of information that a broker mentioned -- all I needed to know was that IBM was selling at that point about 3x cash flow. That was enough for me to purchase. I do not call that superior analysis. Again-- I am coming from a viewpoint as an investor who sees investing as a long term process and who maintains a very diversified portfolio. Perhaps, if I had been someone who only would own a couple of stocks or who had a short term perspective, I would not have had enough information on IBM to make the one-stock large investment.