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Strategies & Market Trends : Buffettology
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To: DanWebzster who wrote (2896)6/19/2001 11:52:25 PM
From: James Clarke  Read Replies (2) of 4691
 
<<Please share your thoughts about when GX becomes a deep, deep value.>>

I'll share them now. One of the most important tenets of Buffett investing is recognizing the limits of your circle of competence. This is well outside of mine. But I suspect you're looking in the right place for value - selling has become a panic. If there is someone on this thread who can sort this telecom sector out, I hope they'll post their thoughts. Mine would be worse than worthless.
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