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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (19445)	7/22/2004 11:17:07 PM
From: Spekulatius	Read Replies (1) of 78594

Decent earnings all around my portfolio: BKD,ABC, Via.b, AMGN and MLNM all beat earnings as far as I can tell. Only TSU had weak earnings, mostly due to the cost of acquiring a substantial number of new subscribers - the revenue growth YoY was around 35%. This hardly looks like the world is coming to an end and sooner or later the stock market will recognize that.

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