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

To: James Clarke who wrote (10973)	8/3/2000 9:49:40 AM
From: Grommit	Read Replies (1) \| Respond to of 78705

congrats on SYM and BL. I looked at SYM and I see no profit plan. Year ending 2-26-00 was dismal compared to prior and if things get slower in retail, as they seem to be, then this year is likely to be a loss. I agre with the net net value of $5.40 or so. Then add in the PPE and there certainly are assets here. But with losses coming, this could be a flounder, is my fear. I think BL could easily top $30. There are solid earnings and assets. My get-out is over $30 for my remaining shares. I did buy a few EBSC recently after exiting in frustration earlier. I would like another exit from this one. good luck. PS nice day so far for my other retail bets -- ANF, AEOS, PSUN, CLE. ROST should be OK too. I hope KM turns around.

To: James Clarke who wrote (10973)	8/3/2000 11:16:29 AM
From: Jurgis Bekepuris	Respond to of 78705

Sold ECIL today. Yesterday's report was shaky. It met the guidance before charge, but after charge earnings are not that good. Company indicated forward going margin compression. It is also constantly restructuring, which makes difficult to evaluate finances and real sales/earnings. Might rebuy in the twenties. Bought KLIC. It's a bloodbath that always happens in the highly cyclical semiequip sector. Don't venture there unless you understand the sector, the cycle and have granite balls (bonded by KLIC ball bonders ;-)))). Don't look at PE, PS, anything - it's a pure cycle play. It's a bet that the cycle is not on the last legs. I would add if the sector deteriorates from here. Still holding ANF, TSG, SYMC, BRK - all look good. Jurgis