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

To: Blue Voodoo who wrote (11819)	1/11/2001 8:23:34 PM
From: Paul Senior	Respond to of 78959

I'd say ASXI has a good chance of working out okay. The stock does seem undervalued to me. Based on my quick overview, I'd characterize them mostly as a distributor. So rather than put ASXI in the same business as AVX, I'd say they would be more in the SEMI, PIOS, etc. arena. I'm more attuned to SEMI and the others which have been mentioned here many times before. Sorry I didn't buy PIOS or add to my SEMI position when these stocks were a bit lower last couple of weeks. These stocks (including the biggies AVT, ARW)recently all seem to be moving together. And while I'd say that ASXI could/should/might work out very well, I'd rather wait for an opportunity to arise again in one or more of the larger companies. And maybe if I get that opportunity, I'll buy this time.

To: Blue Voodoo who wrote (11819)	1/11/2001 8:24:58 PM
From: Paul Senior	Respond to of 78959

I'd say ASXI has a good chance of working out okay. The stock does seem undervalued to me. Based on my quick overview, I'd characterize them mostly as a distributor. So rather than put ASXI in the same business as AVX, I'd say they would be more in the SEMI, PIOS, etc. arena. I'm more attuned to SEMI and the others which have been mentioned here many times before. Sorry I didn't buy PIOS or add to my SEMI position when these stocks were a bit lower last couple of weeks. These stocks (including the biggies AVT, ARW)recently all seem to be moving together. And while I'd say that ASXI could/should/might work out very well, I'd rather wait for an opportunity to arise again in one or more of the larger companies. And maybe if I get that opportunity, I'll buy this time.

To: Blue Voodoo who wrote (11819)	1/11/2001 8:25:52 PM
From: Paul Senior	Respond to of 78959

Blue V., I'd say ASXI has a good chance of working out okay. The stock does seem undervalued to me. Based on my quick overview, I'd characterize them mostly as a distributor. So rather than put ASXI in the same business as AVX, I'd say they would be more in the SEMI, PIOS, etc. arena. I'm more attuned to SEMI and the others which have been mentioned here many times before. Sorry I didn't buy PIOS or add to my SEMI position when these stocks were a bit lower last couple of weeks. These stocks (including the biggies AVT, ARW)recently all seem to be moving together. And while I'd say that ASXI could/should/might work out very well, I'd rather wait for an opportunity to arise again in one or more of the larger companies. And maybe if I get that opportunity, I'll buy this time.