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Strategies & Market Trends : Value Investing

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To: Steve168 who wrote (18646)	2/12/2004 4:03:39 PM
From: Spekulatius	Read Replies (2) of 78667

Steve, no i never good into ALVR, unfortunately - it would have been a nice trade. A lot of momentum players into that one and I don't find the valuation compelling. ALVR did get me interested in WI-MAX though, there seem to be aa few interesting players in this market, but i have not decided on an investment yet. Revenues seem to be good in WI-MAX this year, but none of the companies in the area (inlcuding ALVR) seems to make real money yet. UTSI is indeed interesting, I think I will put a buy in at around 32$, the market is a little nervous so it might well get there.

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