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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18473)	2/11/2004 2:37:59 PM
From: Paul Senior	Read Replies (2) of 78683

I'll up my position in LENS. Once a promising company, it now seems more like a cigar butt. I will bet it's possible this camera manufacturer might garner some investor interest if the company eventually could be a beneficiary of Sandisk's announcement of its (SNDK's) new developments in digital image capture. OTOH, maybe LENS might be a victim of Sandisk, if Sandisk decides to do all its own camera manufacturing. LENS sells about 2x cash and has no ltd (per Yahoo). To me, it's worth buying and trying to hold on to see what develops (pun -g-). biz.yahoo.com

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