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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (20485)1/19/2005 10:35:42 PM
From: Spekulatius  Read Replies (1) of 78659
 
Bad news from EBAY QCOM and the like. It looks like folks willing to go into tech are getting a chance to average in. I mentioned already my two semi plays OIIM and ISIL, I intend to average down in them if stocks are cooperating <g> and i don't find more attractive investments. A (Agilent) is another one i am looking at. Also not that cheap yet, but with a nice balance sheet and free cash flow, at around 20$ i would take a fist chunk.
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