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

To: jeffbas who wrote (10298)	4/5/2000 12:39:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78525

Thanks for the post on SEMI. I still own it and still like its prospects. This market highlights opportunities for those investors who (unlike me) maintain a fairly concentrated portfolio and who very closely follow and evaluate their stocks. So that when the market topples like today, such investors can take advantage of price dips with some confidence (assuming their portfolios have purchasing power - are not fully margined) because these investors are attuned to the fundamental value AND business prospects of their companies. Congratulations for adding to SEMI. Given my limited understanding of SEMI and its current high price from my(our)buy price, I am content for now just to hold in expectation of further gains. Paul