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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (7200)5/18/1999 12:59:00 PM
From: Madharry   of 78866
 
I guess the gorilla game makes sense to some extent some people perform better than others, and frequently in a business the leader makes the bulk of the profits, unless it is an Amazon. HOwever it seems to me that technology changes with each cycle and there is no guaranty that the leader in one cycle will be the leader in the next cycle, a company can rise again from oblivion with a great product in its next cycle. Microsoft may be broken up yet! I am now and have been playing technology stocks that have poor current results but promising technology coupled with stakes in other tech companies that are not IMHO reflected in their market values. Specifically VOCL and ALSC. VOCL has yet to turn a profit but it has signed agreements for a 14 city trial with China TELECOM. SHort term risk is mitigated by $3 in cash and a significant stake in IXTC a private company currently owned by ATT, VOCL, among others and headed by TOm Evelsin, formerly of ATT. Only a matter of time before this one goes public.

ALSC, Alliance semiconductor, has stakes in Broadcom and a couple of Taiwanese foundries. Not sure about their products but they seem to make some pretty good investments which I estimate are worth double the current market price.

FOr straight value seekers there is always Deswell. I added today and am happy with my 8% dividend as I wait for its inexorable rise to a realistic share price, in the $15-19 range.
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