Below Book Value (Or Better Yet Cash Value) Message Board

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Non-Tech : Below Book Value (Or Better Yet Cash Value)

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To: Paul Senior who wrote (12)	7/24/2000 9:08:30 AM
From: John Stichnoth	of 24

Hello, Paul. You've branched out from the "Value Investing" thread days, it seems. Seems like a long time ago that I made that post--and it was! :o) I'm out of ALR, having taken profits at about the time I made the post. I've been concentrating on growth/telecomm-related issues (fortunately, since the rest of the market seems to be doing the same). I've been generally moving to less analysis-intensive situations, and the micro-caps seem to take a lot of work. I'm not in any of the stocks you mentioned. we do have at least two stocks in common--SNDK and WIND. I'm very comfortable with the former, but have gotten a little shaky on WIND. It's a project coming up for me to make a decision there. I've kept loosely aware of what's going on at ALR, and things seem fine. The management team (which has become my primary investment criterion, it seems) is quite good, I think, and has a clear idea of what they're trying to do--and that sure contrasts with Fairchild! Best, John

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