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.

Non-Tech : Below Book Value (Or Better Yet Cash Value) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12)	7/24/2000 9:08:30 AM
From: John Stichnoth	Respond to of 24

Hello, Paul. You've branched out from the "Value Investing" thread days, it seems. Seems like a long time ago that I made that post--and it was! :o) I'm out of ALR, having taken profits at about the time I made the post. I've been concentrating on growth/telecomm-related issues (fortunately, since the rest of the market seems to be doing the same). I've been generally moving to less analysis-intensive situations, and the micro-caps seem to take a lot of work. I'm not in any of the stocks you mentioned. we do have at least two stocks in common--SNDK and WIND. I'm very comfortable with the former, but have gotten a little shaky on WIND. It's a project coming up for me to make a decision there. I've kept loosely aware of what's going on at ALR, and things seem fine. The management team (which has become my primary investment criterion, it seems) is quite good, I think, and has a clear idea of what they're trying to do--and that sure contrasts with Fairchild! Best, John