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Strategies & Market Trends : APMP (formerly APM) -- Ignore unavailable to you. Want to Upgrade?

To: Rudy who wrote (9003)	12/2/1997 4:01:00 AM
From: Rudy	Read Replies (4) \| Respond to of 13456

Growth comparisons - 10 stocks: Based on Baseline estimates: This Year Next Year LT Growth PEG (calculated) MSFT 3.25 3.95 25 1.77 DS 2.17 2.63 18 1.31 CPQ 2.67 3.40 20 1.24 SMTC 1.95 2.42 25 1.03 ORBKF 2.47 2.88 22 .86 WDC 1.66 2.43 20 .64 MCAF 1.73 2.43 49 !!? .61 COMS 2.08 2.69 30 .61 CREAF 2.60 2.84 18 .51 APM 2.58 3.41 25 .28 Now you decide, is APM: a) grossly undervalued? b) widely expected to go down the drain? c) severely depressed? d) None of the above. (If so what?) From the list, I like CPQ and COMS most. As far as products, marketing etc. is concerned CPQ and MCAF are the best. APM, WDC, CREAF, SMTC may/did turn into commodity companies. ORBKF is very creative and a leader in its industry. DS just another semicond. company with good chart. MSFT as you all can see is grossly overvalued. However the chart looks bullish now. Good enough. Just a little study. Comments?

To: Rudy who wrote (9003)	12/2/1997 8:17:00 AM
From: dmccoach	Respond to of 13456

Thank you Rudy: "I love you man" Dan p.s. go CPQ, CREAF (I hope)

To: Rudy who wrote (9003)	12/2/1997 8:47:00 AM
From: marc chatman	Respond to of 13456

Thanks for all the TA ideas, Rudy. I'm kicking myself a little for recognizing things now that I should have seen last week. CPQ is one -- broke out of its downtrend and then retested giving an opportunity to buy. So Rudy, what is your buying strategy in a situation like this? Do you wait for some profit taking in the hope of buying in at a lower price, but at the risk of having to buy in higher if the upward momentum continues? Or do you buy immediately? Or do you average in? I recall you once said you do not like to average down, but that may have been under a particular set of circumstances. TIA, and steer clear of dd's today!