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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: JRI who wrote (65071)12/23/2000 5:24:45 AM
From: Bruce Brown  Read Replies (2) | Respond to of 99985
 
BTW- Do you think we are seeing the end to the GG strategy...perhaps only works well in bull markets, beginning of bear markets?

Nope. It worked quite well in the last bear market where enterprise computing and client/server architecture gave rise to the application vendors. Bear market or no bear market, we are right in the middle of some very important technology adoption life cycles. Same criteria and specifics apply as each of these games play out. One cannot confuse the share price of companies with the underlying games.

BB