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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19384)	7/20/2004 6:56:44 PM
From: Paul Senior	Read Replies (1) of 78576

Trimmed a bit of INLD today; added to my losing position in COMS. No change in COMS story since last year. And stock's about where it was last year too. It trades now at $5+ with $3.65 in cash, and with no ltd (according to Yahoo). Couple of decent value funds still have positions - Olstein Financial, EQ Advisors (according to Yahoo). In a 6/23 MarketWatch report, "Chief Executive Bruce Claflin told CBS MarketWatch that 3Com is beginning to see the effects of higher revenue from its enterprise networking products and increased cost-cutting. 'We're growing for the first time, on a year-over-year basis, in five years," Claflin said. "Market conditions are getting better and we are taking share.'" Yeah, well maybe so and maybe not. I'll try to hold on for another 12 months to see what develops. finance.yahoo.com

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