Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (10763)	6/24/2000 2:45:00 AM
From: James Clarke	Respond to of 78516

Some are names I've bought before, but in different accounts, and some I sold on the rebound in April and am buying back at lower prices. Wish I had sold all of them. Still hold DNB bought at about 29. The catalyst there is about to fire big - the spinoff of Moodys. I think that happens within a couple months. I am very surprised that the stock is still around 30. Probably should be adding to it.

To: Paul Senior who wrote (10763)	6/24/2000 11:00:00 PM
From: Madharry	Read Replies (2) \| Respond to of 78516

J Bash is the resident SEMI expert. I sold my position out about 4-5 points ago when I read how management compensates itself. Barrons this week as a very interesting writeup on X for you cyclical and steel buffs and last weeks barrons had a synopsis of a brokerage recommendation on T which Mike Burry likes. I don;t know anything about the steel business but it seems like the case for X is a compelling one. As for my old standbys-MRVC dropped about 10 points from its recent highs and both CEGE and ALSC toyed with 30-31 before dropping off a little. ABGX, which CEGE, owns 12% of was recommended in Barrons midyear roundup by sandberg, so both may move some next week.