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Strategies & Market Trends : Value Investing
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To: blankmind who wrote (13561)1/3/2002 8:29:53 PM
From: Madharry  Read Replies (1) of 78530
 
SOFN as far as I can determine has no business prospects. Ever since new management has come in they recognized and announced their intention to sell. I think this has been going on for over a year now. I just dont see it happening as a cash deal. but I have been wrong in the past and doubtless will be wrong again.
I suggest you all take a look at LYNX. I owned this company in the 30s a year or two ago. sold off my position in the teens and reentered in the 2-s. It is a biotech company with real revenues, and lots of intellectual properties and sharp scientists. I don't understand the technology but derive comfort from the myriad of deals they have done. a kicker is a joint venture that the company has with BASF called Axaron. This is not a net net, just a very cheap biotech that has lot of potential. there was a private sale of stock in the 6s and some insider purchases as well.I like the risk/ reward ratio here. Another company I like and dont understand the price on is IBAS. this is another speculative company with lots of cash and losses. but its too cheap right now. it too is doing some deals in the voice over the internet space. It made a poor acquisition a year or so ago which did not help its price but i dont see it going bankrupt in the next 12 months either. I wish someone could explain the satellite business to me so i could understand how all the companies seem to be losing their shirts in that business. my gut tells me that there will be some big winners there but who?
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