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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: jttmab who wrote (775)	9/13/1999 11:21:00 PM
From: Michael Sphar	Respond to of 10713

My style is characterized by bottom fishing and staying in a fairly specific domain of companies where I have either worked or know the industry. By serendipitous good(or bad depending on viewpoint) luck I started my professional work career in the the semiconductor industry about 25 years ago. I stay with what I know (Or think I know). Two months ago I was pretty embarrassed about my investments, that is usually a good sign of what turns out to be excellent entry points retrospectively. I'd prefer not to name names as I have a business relationship with them. But if you look through the list of semis and focus on the bottom echelon of public companies you might happen to find one that is about $106M trailing 12-month revs and looking like it might go breakeven profitable this coming Q3. Its been public since the early 80s and has a rather checkered past competing in the E2PROM arena and now branching in mixed signal. This type of investing is not for the "risk adverse", however at times the rewards are considerable. There that should give you enough clues.