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Strategies & Market Trends : Value Investing

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To: Ron Bower who wrote (3634)	3/25/1998 1:14:00 AM
From: Ron Bower	Read Replies (1) of 78548

IMO - GEHL TSEMF GEHL -Researched recently. IMO Excellent long term growth potential. Agricultural not subject to the cycles of other sectors, the new technology of farming is causing change to new products. Price is decent buy-in for long term investor. TSEMF Last week. Financials and management excellent. Have had contract renewals and should stay strong in a down market. Has likely bottomed out on price. They are making capital expenditures for R&D on flashchip technology and I feel it's a big mistake. They should go down the road and buy out M-Systems. I am still looking at, but so far not buying. It's probably going to continue up and I've missed it. For what it's worth, Ron

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