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Technology Stocks : APSG - Applied Signal -- Ignore unavailable to you. Want to Upgrade?


To: JJN who wrote (677)2/18/1998 5:55:00 AM
From: Mark  Read Replies (1) | Respond to of 884
 
JJN - Thanks for your comments - I can see you're a real APSG Bull,
and appreciate you taking the time to explain why. I have a lot of
respect for people who take the time to do all the leg work in
selecting stocks - i.e. reading all the info, cranking the numbers,
calling the company, etc., I too believe it's the only way, though am
not yet as disciplined as I'd like to be !

Since you've been following the company a lot longer than me, maybe you
can answer a question that's been puzzling me.

The company success of recent years has all the hallmarks of being
founded on a change of management, or a change of strategy, dating back
approximately four years. I can't find any records going back that
far and would be interested to know if there if anything tangible
happened in about the '93/94 timeframe - e.g. new CEO, CFO, etc., ?

Thanks

Mark



To: JJN who wrote (677)2/19/1998 11:32:00 PM
From: Mel Spivak  Respond to of 884
 
Tonight on Blumberg Radio, they had a "pundit" (I did not catch who he was - whether an analyst or a portfolio mgr) who gave 2 picks: INTC and APSG! not "bad" company! Mark great post and insight. Mel