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To: Devil's Advocate who wrote (131332)	6/6/1999 12:22:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 176387

>> For instance, an excellent analyst could see something in the numbers that almost nobody has seen and consequently, not reflected in current stock price. But, I'm not one of them. Maybe you are? Modesty will prevent Chuzz from responding, but imho, he's definitely "one of them". If you took an opinion poll on this thread, you'd probably find him our leading candidate to replace Greenspan. Frank

To: Devil's Advocate who wrote (131332)	6/6/1999 12:23:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Other then DELL, could you name a few public companies that fit this description? I would like to know. Two companies that immediately come to mind are TLAB and TYC. I think that AOL is also such a company, but its price makes me nervous. Ditto CSCO. In general, I agree with the weak form of the efficient market hypothesis, but only for larger the capitalized companies. Nothing I have said is antithetical to the EMH, at least in concept. However, there are some practical problems with the EMH. Beta turns out to be a pretty inefficient surrogate for risk, and there is a considerable amount of evidence to indicate that rapidly growing companies outperform their slower-growing brethren even after adjusting for differences in beta. TTFN, CTC