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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (8238)	9/13/1999 3:07:00 PM
From: Madharry	Read Replies (2) \| Respond to of 78814

As I said If NTOP were at 30, irrespective of what the market might value IDTC, it is still worth its current price for the value of its interest in NTOP alone. I am not on margin so if the price of IDTC continues to decline I will probably just increase my position and wait for sanity to return. FYI Jules Garfinkle who is a former Telecommunications analyst has stated that in his 30 years of investing he has never seen such a disparity in pricing. I will look into COO and SEMI thanks.

To: jeffbas who wrote (8238)	9/15/1999 3:26:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78814

J. Bash: re COO, SEMI Okay, I'll go with your opinion, and try to continue holding my remaining position in COO. Have reviewed SEMI per your mention here. There's something odd about it, but I can't put my finger on what. Maybe too family controlled, too few profits, something. Also, very small- both as microcap and being 5th "largest" distributor in its industry. Nevertheless, positives for me outweigh negatives. Stock below book, co. has increases in sales, and doesn't look like insiders are bailing out. Net-net is $4.6 (I figure). Stock is under 4. Additionally there is also perhaps another way of looking at SEMI - the J Bash factor-- which I interpret at some good dd was done which concluded the business model was viable, there was some margin-of-safety, and a J Bash position in the stock was taken. So for me, total picture = it's a buy. Float is very small- tough to get good entry points here. Still, I've started to accumulate. Will buy more (well, I'm positive now-- we'll see about later) if stock drops to mid-3. Paul Senior