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Strategies & Market Trends : Value Investing

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To: Wallace Rivers who wrote (11329)	10/19/2000 9:48:18 AM
From: Jurgis Bekepuris	Read Replies (1) of 78602

James, Wallace & others, It's my fault again. I am buying tech in droves and posted here about that. I am not implying it's Graham's value (although Marty Whitman of TAVFX holds some of the semi-equips). I was posting more on Buffetology thread (MSFT, INTC, LU?, APCC?), but it's pretty dead, so I posted here too. And to answer all purist value investors: No, I am not a value investor, but I am not a pure growth investor either. I am "great companies at reasonable prices" investor + special situations (semi-equips). I am also not buying tech because of resignation or disappointment. I am buying it because of a widespread panic that knocked off 50-80% of some of the best companies in the world. Take care Jurgis

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