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Strategies & Market Trends : Good Investment Theses: VALUATIONS w/ FUNDAMENTAL ANALYSIS -- Ignore unavailable to you. Want to Upgrade?

To: The Other Analyst who wrote (5)	1/28/1999 8:24:00 AM
From: Edwarda	Respond to of 160

Although there are many posters at SI who do not understand fundamentals and how to balance them, there is another factor at work. Keep in mind that the majority of the stocks being discussed are technology issues, where the fundamentals can be difficult to discern clearly. The information, particularly in "bleeding-edge" technologies, can be very spotty and the managements can and do lie with wild abandon. N.B. There are a good many who do give it away for free on SI. They share and hope that by pooling resources they will get further than any one of them could alone. I have found some great sources on SI. Cheers!

To: The Other Analyst who wrote (5)	2/1/1999 2:10:00 AM
From: Dayuhan	Read Replies (2) \| Respond to of 160

fundamentals do very much count. Indeed, in the long run they are EVERYTHING. One key phrase there is "in the long run". With the rise of on-line trading and daytrading, there are fewer and fewer folks out there who are in it for the long run. A lot of people seem principally concerned with "momentum", which explains the rise of technical analysis, which has always seemed to me but one small step removed from reading tea leaves or chicken entrails. But I'm in the wrong hemisphere for daytrading; I look at a 3-5 year time frame, so I look at fundamentals. If I was thinking 3-5 days, I might feel otherwise. At the extreme end, there are actually people out there who buy and sell symbols, not stocks; some do not even know the full names of the companies or what they sell. Seems to me a dangerous way to play the game, but a lot of those people are earning more than I am. Which perhaps explains the lack of interest in this thread. Steve