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Strategies & Market Trends : Value Investing

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To: Bob Rudd who wrote (17396)	7/11/2003 12:43:30 PM
From: Paul Senior	Read Replies (1) of 78595

Bob Rudd: SGR. Suffering with this one, but I'll hold on a little longer. Took some profits in NCR along the way; still have some shares though. On the negative side, I gave up today and sold exploratory position MTW at loss. Rode that one all the way up, back down, up a little, and ended now back down this am. Their crane business is punk. They don't say, but I had, and have, a strong suspicion it wasn't the economy. Competition from upstart Chinese company taking market share. Should've acted on my suspicion. finance.yahoo.com Started a small position in ATML this am. Diversity of business should help this chipmaker if economy recovers. P/sales relatively low. I'm guessing profits in past were driven by high fab utilization rates. Risk is that with more fabs having been built by competitors world-wide, and no electronics sector showing really strong chip demand, those good utilization rates (profit margins)may not return. finance.yahoo.com

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