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

To: Madharry who wrote (10722)	6/13/2000 3:57:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

Actually, I could almost see a logical reason for buying some of your picks. MRVC and CEGE are both companies which have holdings that many people believe are in toto, worth much more than the parent companies. At some point recently CEGE had cash + investments in excess of its stock price and its burn rate. Sorry I missed that one. OTOH, -g- some of these picks in your latest batch ....well, I'll just have to defer to your good record. You are heavily weighted now in the telecom/fiber optics/unprofitable stuff, izzatright? -g-. Is ORCT, with its holding?(holdings?) similar to MRVC/CEGE?