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

To: TimbaBear who wrote (12051)	2/16/2001 2:23:30 PM
From: Mark Adams	Respond to of 78976

I picked up an initial 50 shares of each, to keep them on the radar scan. I remember now that I sold CEGE Dec 99 as part of a risk reduction effort. What a mistake. IDTC concerns me. The management quality in particular. If they use their cash hord to pick up assets for pennies on the dollar, that would be great. But they could also blow it. I'll do more reading over the weekend on them. I too have been burned buying a stock trading below net cash. I still believe those companies need a close look, despite past experience.