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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18101)	12/1/2003 11:33:49 PM
From: jeffbas	Read Replies (1) of 78497

Paul, since I think you own SEMI, I still think this is worth accumulating and will see a price of $10-15 in 2004. This is a cyclical play on the strong and getting stronger semiconductor industry recovery, not a great long term investment. Anyone interested should read the latest quarterly release, Yahoo posts 11933, 11942, 11943, and note that industry leaders ARW and AVT are at new highs, and peer NUHC just broke out of a long trading range today. Company has a buyback program in place and in Q3 bought a bit less than 1% of the stock back at an average $3.80. Selling below tangible book value of $5. SEMI is exceptionally illiquid, for now.

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