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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (30652)4/14/2008 10:47:02 AM
From: Jurgis Bekepuris   of 78669
 
Of the top of my head, I would probably rather hold BID than Swatch. ;) With the ubiquity of cell phones, watch market is being assimilated and taking a hit. Now, the upscale watches are probably the most insulated of the bunch, since they are fashion and prestige items, but I do not like the long term trend. Personally, I cannot stand wrist watches or any jewelry that goes on hands, so take my opinion with a grain of salt. ;)

I have not looked of the revenue and income percentages coming from different parts of Swatch group though. They may have other better (or worse ;)) businesses.

Also, I still don't have an account to trade in SWX, so the point is mostly moot. :)

Good luck.
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