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Strategies & Market Trends : Value Investing
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To: 249443 who wrote (16457)2/18/2003 12:51:17 AM
From: Steve168  Read Replies (3) of 78492
 
MrCJ, thank you for your nice comment. My largest holding is ALVR now, trading at 1.86 while cash at 3.14, book 4.36, and zero debt. Losing about 10c/Q, not too bad, it is a leader in a niche market of Broadband Wireless Access. I believe the company has a chance to be profitable in the next 12-18 months. When that happened, it should be at $3-5.

I also have small positions in AWRE, AIRN, both trading near or below cash with zero debt.
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