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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (8238)9/13/1999 3:07:00 PM
From: Madharry  Read Replies (2) of 78817
 
As I said If NTOP were at 30, irrespective of what the market might value IDTC, it is still worth its current price for the value of its interest in NTOP alone. I am not on margin so if the price of IDTC continues to decline I will probably just increase my position and wait for sanity to return. FYI Jules Garfinkle who is a former Telecommunications analyst has stated that in his 30 years of investing he has never seen such a disparity in pricing. I will look into COO and SEMI thanks.
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