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Strategies & Market Trends : Value Investing

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To: oilbust who wrote ()	6/9/2008 10:44:39 AM
From: Paul Senior	of 78683

SOYO a possibility. I'll pass though. 1. Lot of companies assembling LCDs. A crowded field. I don't see any competitive advantage that Honeywell units will bring forth. Without something unique (which I don't see here other than the "Honeywell" name), it's pretty hard to compete on price when you have so many competitors at every price/feature point. 2. "...CEO Chok purchased 1.5M shares last month at $1.25/share when the stock was trading at $1.25. He did so to help improve the company balance sheet." I can't exactly determine, but it looks like that was an open market purchase (??). If so, it wouldn't help the balance sheet. Of course, the buying of about $1M shares of stock by the ceo, is a very positive sign. 3. While the company is diversified, it seems like its big bet is on lcd and plasma tv's/monitors. Which reminds me of Syntax-Brillian and what could happen to small entrants in a highly competitive market. finance.yahoo.com So for me, I pass. All jmo and I've been wrong many, many times.

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