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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (4184)8/16/1998 1:15:00 PM
From: LK2  Read Replies (1) | Respond to of 9256
 
***OFF TOPIC*** RE: Al Frank (the Prudent Speculator).
Al Frank is supposed to have a very good track record. He picks beaten down stocks, and, on average, they do better than the market.

The key is, on average. If you follow Frank's recommendations, his strength is not that any one pick will do great, but that the total of his picks should do well.

He is not a technology specialist.

He uses stocks from all sectors of the market, and selects stocks that he thinks will do well over the next year/2years/whatever.

Many of his selections have done well. But he has losers, as well. So the fact that he happens to have selected ADPT as one of his picks doesn't have a whole lot of significance (regarding ADPT specifically).

If you're going to use Al Frank as a guide, it's probably best to try to buy a basket of his recommendations, rather than one or two (if you have the funds, time to follow him, access to his picks, etc.)

Hope this is helpful.

Regards, and best wishes,

Larry



To: Sam who wrote (4184)8/16/1998 8:39:00 PM
From: Stitch  Read Replies (2) | Respond to of 9256
 
Sam,

I don't follow Adaptec at all so have little in the way of opinion. I do, however, think you need to assess there ability to segue into other markets and reduce reliance on SCSI. I would be passably curious as to what you find.

Best,
Stitch