Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: sjemmeri who wrote (16814)	4/11/2003 11:53:56 PM
From: Paul Senior	of 78644

I'm with you on AAPL, Steven J. Emmerich. I have a small position, might add more if stock drops, and if I can get some clarity on what's happening. I'm not happy, but I don't have enough info. to sell. Jobs, being an entrepreneur, it's likely he would want those billions AAPL has, to fund his ideas. Easy to see in retrospect :<( For value investors - many of whom profess to be doing discounted flow analysis or studying balance sheets before making decisions, do we know enough to say Vivendi music division purchase at $5-6B (even if it's all cash) is or is not a lousy deal on the face of it? (that is without even an expectation that Jobs can combine the business in some symbiotic way with AAPL products) Jobs was good enough to duplicate his AAPL success by building PIXR to a market cap of $3B. Make he can pull off another business triumph here. Paul Senior

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next