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Strategies & Market Trends : Value Investing

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To: Brendan W who wrote (13001)	8/29/2001 5:56:35 PM
From: Brendan W	Read Replies (4) of 78764

Article on tech net-nets in September Smartmoney. The link I provide does not provide the chart the author provides in the magazine with columns on discount-to-cash, p/b, psr, cash burn, cash cushion. Be aware his data precedes the most recently reported quarters for most of the companies. His chart has three companies selling at 37 percent discount to cash or better. I didn't find anything particularly compelling. I've been burned by VCLK and may revisit it. But I am more reluctant on small caps than others here. It could get more interesting after they report the third quarter if tax selling picks up. The link: biz.yahoo.com The companies: finance.yahoo.com

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