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

To: jeffbas who wrote (9835)	2/2/2000 7:32:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78752

Jeffrey: VISX and SOL have been trashed lately. I considered, but regrettably passed on shorting VISX, and considered SOL at the time I was looking at COO - Now that both are down considerably, do you have any thoughts on a value range where they might be interesting?

To: jeffbas who wrote (9835)	2/3/2000 10:10:00 PM
From: Steve168	Read Replies (2) \| Respond to of 78752

ATEA and SEMI are both out of value range now. They were around 2-3 dollars while book values are 4 and 7. Anyone has tech stocks below book value? The problem with EBSC is the stock drop so much last year while the CEO got $1.8M and COO got $1M in salary!! That is not right. Anyone have any idea how much control they have and if the shareholders can force them step down or take less pay? I am holding significant position of CENT now because the $10 stock has $23 book value, insiders own 58% and CEO bought $1M worth of stock out of pocket lately.