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To: Glenn D. Rudolph who wrote (2360)10/18/2000 2:50:03 PM
From: Robert Rose  Respond to of 57684
 
<I look at vlauations and I cringe. I did that before based only on valuation and did not perform well in the market.>

I'm sure you are familiar with the truism (in my mind anyway) that 1/3 of a stock's performance is due to specifics about the company itself, 1/3 due to its sector's performance, and 1/3 due to the overall market.

That said, great companies in great sectors like arba or jnpr, that are highly valued, are vulnerable if the overall market chooses to discount such valuations.

Best wishes tomorrow, Rob



To: Glenn D. Rudolph who wrote (2360)10/18/2000 3:17:47 PM
From: Tom Kearney  Respond to of 57684
 
Glenn - I don't think just holding is a bad idea. I trade way too much, and hope to sit still some, now. Early this morning, the values were too compelling. I have a knee jerk reaction to markets dropping 100s of points on the open, to buy, a tick I acquired in October '87.

Tom


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