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

To: THE FOX who wrote (6971)	4/27/1999 5:25:00 AM
From: Bob Rudd	Respond to of 78594

THE FOX: IDXC Quick glance impressions: Large drop in price doesn't make a value stock...reasonably dependable earnings selling at significant discount to market does IMO. The wide spread in earnings expectations indicates analysts following IDXC disagree wildly about it's prospects. Since analysts usually herd around a number, this indicates lot's of uncertainty. Tech co's can easily miss a turn in the technology as opposed to Wrigley which will still be putting out Doublemint when we've all shuffled off this mortal coil. Wrigley might become a value stock if a rumor circulated that chewing gum caused hoof in mouth disease of some such and knocked the price of the stock down well below what is reasonable. By contrast, if IDXC really misses a turn in the tech cycle, they may be toast. There's some pretty good stuff on valuing stocks on the Motley Fool site...but don't pay too much attention to the stuff about internet stocks. Hope this helps.