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Technology Stocks : ACT NETWORKS
ANET 130.99-1.1%Dec 31 3:59 PM EST
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To: Lindsey R. Spencer who wrote (2104)11/11/1997 9:15:00 PM
From: Steve168  Read Replies (3) of 2326
 
The single most important factor Mr. Graham consider is net asset value(book value). ANET is very close to Book value. All the DD makers are 3-8 times book value. That is why I think he buys ANET not SEG, WDC, RDRT and QNTM.

Good luck with you DD investment. I don't touch those at current level. RDRT was trading at $10 a year ago. Over capacity/fierce price war had created many heart-breaking cycles in the past.

Steve
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