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

To: jeffbas who wrote (11562)	12/11/2000 7:18:39 AM
From: Bob Rudd	Respond to of 78608

Semiconductor stocks look oversold on valuation basis, but I'm having a hard time buying the idea that the sector turns on a dime based on Intel not having collapsed in the face of the most widely expected earnings warning in history. I like to buy contrary news moves, but this one was more of a non-news move. Once the turn is in place they could take quite a run, however, based on past cycles. I like AMAT as a company, but want to see more evidence of a turn before tossing chips on the table.

To: jeffbas who wrote (11562)	12/11/2000 12:53:12 PM
From: Craig Bartels	Read Replies (1) \| Respond to of 78608

CLRN was a good buy about a week ago when I bought in heavy at 12ish. I still think it's a good value, but wouldn't consider it a value play now(now trading at 19ish). It was trading at cash value at 12ish. VOIP is going to be absolutely huge over the next 3-5 years. chbartel

To: jeffbas who wrote (11562)	12/11/2000 11:28:04 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78608

Jeffrey: re: "Does anyone have any tech stock that offers good value that has not jumped a lot?" If you mean stocks which have not jumped up too much from recent lows, then I have several possibilities for your review: finance.yahoo.com Also TRW, although this perhaps depends on whether one sees TRW as a tech stock or an auto/truck supplier stock or combo. Paul S. (I have small positions in all seven.)

To: jeffbas who wrote (11562)	12/11/2000 11:50:48 PM
From: sjemmeri	Respond to of 78608

Another tech stock that hasn't moved yet (in fact is dropping) is MB's HLTH. I've got quite enough already myself. Unless they don't count as a tech stock.