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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (12291)4/5/2001 9:59:34 PM
From: Bob Rudd  Read Replies (1) of 78497
 
Grommit: I also have GLW (having swapped NT for it to capture a tax loss). Have become a bit cautious with this sector though. Here's an interview with Ravi Suria, discussing funding issues for the sector: thestreet.com
I think GLW is as good a play as there is in the sector due to diversification in areas like LCD screens...but there still could be pain ahead.
Regarding restaurants, I really liked the look of OSI but got cold feet when I saw the huge amount of insider selling, including Peter Lynch, who I beleive owns or has owned several of the franchises, apparently dumping his entire position.
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