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

To: tom pope who wrote (11231)	5/21/1998 10:28:00 PM
From: Susan Saline	Read Replies (2) \| Respond to of 13456

tom >>>> Susan - I couldn't totally follow your haiku, but ZITL was (is?) a story stock. With APM, there no longer is a story. !!!! but that's the whole point ZITL is a "has been" the story is over it's no longer a "story" stock and yet it arises from the dead point being....if there's hope for zitl, there's hope for APM but not yet <ggg>

To: tom pope who wrote (11231)	5/22/1998 1:08:00 AM
From: Rudy	Respond to of 13456

>Rudy, that makes you sound like a TA'er. Shame on you!< Thanks for the compliment my friend :-) PS: Seriously, I think the Ben Graham Era is dead, at least for now. I mean analysis based on fundamentals. You know why? I think we are in a "punctuated equalibrium" (as Lester Thurow stated) era when nothing is stable. All stones are moving and constantly rolling to find their new positions. During such time fundamentals change quite rapidly too. As a matter of fact at an accalerating rate. I put less weight on fundamentals than technicals in my investment decisions. The term "fundamentals" changes too. It is not how much cash you have now. It is not if you got tons of assets. It is management, it is knowledge, it is intiution, it is creativity, it is innovation. Those are not yet easily put in equations. Until our accounting catches up with our business, we will lack means to incorparate these tangibles in our fundamental analysis. Until then, I am a TA'er first. Take care all.