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Strategies & Market Trends : Value Investing
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To: Steve168 who wrote (21028)4/4/2005 11:28:22 AM
From: Paul Senior  Read Replies (2) of 78751
 
Steve168. Not been a good time for small cap tech. I assume and hope it's a cyclical thing, and I am trying to hold on to my positions.

I'll still buy if I believe I see value:

For example, AVCI. Has again dropped below cash value+short term investments. No long term debt. Trading at about net current assets. (A negative is that these current assets are diminishing every year.) I've upped my position this morning.

finance.yahoo.com
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