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Strategies & Market Trends : Value Investing

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To: Steve168 who wrote (20314)	2/2/2005 7:02:26 AM
From: Dave	Read Replies (1) of 78567

Steve, Technology stocks, in general, are interesting value plays since many value investors shun them since the technology sector changes rapidly. I remember reading a short piece about one value investor who will invest in technology stocks, but they have to be cheap and be relatively stable. This investor looks for tech. stocks that are trading at an EV/R of less than .5, Enterprise Value defined as Market Value of Equity + Debt - Cash & Cash Equiv. Within tech stocks, the reason why, at times, book value can become meaningless is the sheer amount of "non-tangible" assets on a companies balance sheet due to their M&A activity. Dave

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