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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (11277)	10/13/2000 1:26:37 AM
From: rjm2	Read Replies (1) \| Respond to of 78622

HBI was back down too. I added a small amount at $1.63.

To: James Clarke who wrote (11277)	10/13/2000 11:18:52 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78622

re: "First tech stock I've bought...in two years." Imo, since I believe you're not a techie, that would suggest you are buying AAPL on a price to value proposition. (As opposed to being in love with their products, technically astute about their R&D vis-a-vis competitors, etc.). My opinion is that AAPL at current price has low relative price and a low price to cash, no debt, high ROE. I suggest it is a buy, but not an either/or buy. (That is, to buy just AAPL in the tech sector or buy nothing technical at all) I propose that AAPL should be bought as part of a package of tech companies all of which have low price, low price to cash, no debt, high ROE. And there are a number of such companies from which to pick. AAPL is only unique in that it has high brand recognition and is a large company. (That uniqueness though may be quite enough. I don't know.) For me anyway, as a non-tech person, being diversified among tech issues seems the safest and best way to minimize risks while giving myself a shot at some good gains. I'll put AAPL on my watch list. Thanks. Paul.