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

To: Paul Senior who wrote (10875)	7/7/2000 11:38:26 AM
From: jeffbas	Respond to of 78507

Paul, this is the best statement of my view on SEMI: messages.yahoo.com It contains what I think might be an interesting way to value growth-cyclicals, which semiconductor distribution is. I would appreciate any comments on this valuation approach from our fellow value investors. (Note, I do run a concentrated portfolio, make few mistakes on the buy side, but usually do poorly on the sell side - so take my sell targeting with a large grain of salt.)