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Strategies & Market Trends : Value Investing

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To: E.J. Neitz Jr who wrote (17158)	6/5/2003 1:07:01 PM
From: Wallace Rivers	Read Replies (1) of 78751

FWIW I own ADCT at higher prices; The Turnaround Letter, which I follow, mentioned it. I am looking at DUK and ABS at current prices. I know this won't get too much attention from value hounds, but purchased MSFT about 10 days ago at 24.17. On a relative basis (the multiple it has carried in the past), it has come into buy range IMHO. The 45 bil., or so, it has on the books in cash doesn't hurt, either. They're trading it down today on a statement of the obvious - the Prez., Steve Ballmer, said they are in a competitive industry!

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