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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (6385)	3/21/1999 10:23:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 78507

Value interesting may pay off big time in the near future. Why? Well it seems that big money institutions and players are beginning to see that there are some screaming bargins in the smaller company tech sector - and are starting to throw money into buyout firms. If this begins a trend we could see some real demand for some companies that have been lonely for some time. Also for the last year most companies, as they have the last three or four, have grossly underperformed the S&P 500 index - money thrown at high priced mega caps. This can't go on much longer. FWIW, articles are linked to my club homepage at members.aol.com Has been hard to sit on your hands while co-workers talk about how much money they have made in Amazon, Dell, and Yahoo, etc. But our time is coming IMO - and when it does hold on. Guys that have been around the industry for awhile have said they have never seen small quality growth companies this cheap - FWIW I interviewed Jim Oberweis audioinvestor.com and Jim McCamant of the Medical Technology Letter audioinvestor.com for SI's IFC forum - and their comments reinforce my conclusion we should do well here sooner than later since they have never seen smaller stuff so cheap. Joe