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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (15109)8/9/2002 2:43:39 PM
From: Bob Rudd  Read Replies (3) of 78673
 
PALM: Started today @.71. Has .41 net cash per share and leading position in Handheld market. Operating system leadership is valuable business position despite lack of profitability. This is highly speculative based on the S&P delisting pushing already depressed shares to excessive lows.
On 8/2 picked up some AMAT @13.42 loosely based on Marty Whitman's idea that it's gonna sell at multiple of peak earnings that should lead to a double within next 4 years.
In late 99 there was a boomlet of PC buying in prep for y2k. Those puppies getting a bit long in the tooth as they celebrate 3 year birthdays. AMAT is leader and gaining share. Any whiff of demand revival and it'll jump cause institutions know and love it.
Both of the above are small speculative seat of the pants nibbles.
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