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

To: TAPDOG who wrote (6974)	4/27/1999 9:02:00 PM
From: Mike 2.0	Read Replies (1) \| Respond to of 78471

To all, Analysts Int'l (ANLY) seems to be a rare tech value (!) stock. Technology staffing and consulting firm which, even after recent runup from 10 to 14, now trades at only 14x current year earnings and still sports a dividend yield of about 2.8%...unheard of for a tech stock! Aside from the Y2K bogeyman what am I missing?!

To: TAPDOG who wrote (6974)	4/28/1999 3:44:00 PM
From: Bob Rudd	Read Replies (2) \| Respond to of 78471

TAP: Valuation of net stocks...I agree, but lately I'm seeing higher value estimates from guys I respect like Dreman, I posted earlier on and Damodoran...Soros reflexive theory is playing out in real time as these guys take funny money shares and buy interesting stuff. I still think an ugly unwinding is ahead, but shorting with serious moneyh is real dangerous even at these nosebleed levels. Thanks for the addall Link...I also liked the closeout place it lead to. Bob