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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: carranza2 who wrote (16626)3/8/2002 11:46:32 AM
From: AC Flyer  Read Replies (1) of 74559
 
Hi carranza2:

>>I'm an original dyed-in-the-wool LTB&H investor<<

I didn't start out that way, but I am now. I'm now a true Ben Graham value type. My value stuff is doing just great - all other approaches have yielded very mixed results for me. I don't trade any more.

>>a smaller one in Texas Instruments<<

One of the smartest guys I know works (very senior) for TXN and he thinks they are going to do very well. DSP is a great place to be. If you like TXN, take a look at Semtech (SMTC). Absolutely outstanding long term performance, brilliant strategy and a much smaller company, so starting from a small base. A 10 year hold on SMTC will make you rich.
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