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Strategies & Market Trends : Value Investing
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To: Sultan who wrote (22203)10/7/2005 3:50:32 PM
From: Bob Rudd  Read Replies (2) of 78751
 
Sultan, CAMP, for me, has similar characteristics at UTSI & AUO...it looks cheap based on price to growth and other value metrics, but the guys that are selling/shorting it know a helluva lot more about it's prospects going forward than I do. That's why Buffett stays clear of tech stocks he doesn't understand whose prospects are prone to change before he could understand the change. As usual he's right.
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