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Strategies & Market Trends : Value Investing

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To: Steve168 who wrote (17380)	7/9/2003 9:23:47 PM
From: MCsweet	Read Replies (1) of 78498

Try SPDE, VYYO, and KDUS All selling at a good discount to cash with reasonable burn (KDUS has essentially no burn, but your fate is in the hands of Carl Icahn and his minions.) KDUS is unlikely to get the frothy pop that some of these other stocks have gotten, since it basically has no business now except collecting royalties and figuring out what to do with all of its cash. Still, you are paying 0.70 for 1.00 in cash, not to mention some patents and loss carryforwards VYYO --- Mentioned before on Low-Price Cash Ratio board along with KDUS. SPDE --- I don't know if I mentioned this one before. It has a buyback program on. Burn is reasonable, although revenues are low. I'm not sure whether SPDE and VYYO have a chance to pop much past cash (low sales), but in this market anything can happen, especially when you get crazy daytraders bidding up your stocks. MC

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