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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (7820)7/23/1999 8:27:00 AM
From: Madharry  Read Replies (1) of 78486
 
Sounds like you still like Clayton! Whenever you are this confident about a stock it has worked out well over time. Re Mattel I read a very unflattering article about Barad in the WSJ awhile back which implied that she made her name with Barbie and and went down with the same ship. Did not imply that she had what it would take to transform and redesign this company. I would probably buy Delta if I were buying an airline. Having used Priceline I realize that the major benefit is to Delta as it allows it to segment its market more and thus increase profitability.

I sold the balance of THQI perhaps prematurely, just did not like the sell off after earnings.

ALSC may be a bigger bargain after today depending on how the market responds to its mediocre operating results. Yet ALSC represents a cheap way to get into the Taiwanese foundry business, anything else they do is a bonus.
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