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

To: Paul Senior who wrote (11583)	12/12/2000 11:32:26 PM
From: Terrapin	Respond to of 78618

Hi Paul, Jurgis, I used to follow both TRID and SBLU (known then as SIII) as comparables to another company in the PC graphics segment named Cirrus Logic. I might have brought it up here at one time or another but I no longer think it qualifies as a value play. I do think it is undervalued as a growth play having just converted all of its debt to equity, cash on the balance sheet and growing revenues. It is no longer in PC graphics but is now in audio and internet devices (with older divisions in mass storage). Ironically, SBLU appears to be following in Cirrus' footsteps after their competitive rivalry played a role in Cirrus needing to restructure. TRID was always the weaker of the three. If SBLU can manage the same type of turn around as Cirrus then it should be a very profitable investment. JMHO, Terrapin