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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (16984)5/6/2003 8:04:04 PM
From: Paul Senior  Read Replies (1) of 78523
 
Bob Rudd, Looks like you've closed out at least a couple of successful positions. I was wondering how you might redeploy assets. I've looked at PLCM and your WEBX. To me they're too expensive based on current earnings. OTOH, if these stocks are going to trade on their business model (conference calls reduce travel, or conference calls eliminate SARS concerns for transnational business meetings), then these stocks might have long legs.
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