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

To: Paul Senior who wrote (10855)	7/5/2000 1:12:26 PM
From: Madharry	Respond to of 78822

Dont know but I bought more ALSC and SOFN today in line with my strategy of buying the business for free.

To: Paul Senior who wrote (10855)	7/5/2000 7:17:01 PM
From: jeffbas	Read Replies (1) \| Respond to of 78822

Paul, unless there are some writeoffs in the TTM EPS, what is to like about a P/E of 40 for a value investor?

To: Paul Senior who wrote (10855)	7/5/2000 8:11:14 PM
From: cpabobp	Read Replies (1) \| Respond to of 78822

SNPS - Synopsis Paul I believe you said you initiated a position in SNPS a little while ago? I'd like to throw SNPS into this thread. I believe today's drop was in sympathy to the software industry bloodbath. It's my understanding that revenues and income are going to struggle just a hair this year, but they should remain profitable. I also believe most of the negative news has been built into the price. In any case a line by line comparison with CDN (I believe to be their main competitor) leads me to believe SNPS to be undervalued. Along the same line, did anyone add or sell their SYMC position? I thought it based at 50ish when I bought some, but I guess I was wrong. Due diligence is a must.