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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: jim_p who wrote (1769)3/16/2001 2:25:57 PM
From: Tommaso  Read Replies (2) | Respond to of 23153
 
Compare:

taguru.com

siliconinvestor.com



To: jim_p who wrote (1769)3/16/2001 3:03:06 PM
From: cnyndwllr  Read Replies (2) | Respond to of 23153
 
JimP, RE <<I'm buying tech's today with the NAZ below 1900.>>

You've got company but maybe not too many of us. I liked the econ data today, especially the inflation and consumer confidence data. I think the higher consumer confidence data is more important than even the difference between a .5 and .75% rate cut.

I bought into orcl at 14 3/8. I like the way it has held up today. I also bought into cats at 3 7/8. It's a micro-cap semi co. that has great fundamentals and is in a very nice niche mrkt. It may lose money in a sustained downturn but it has good numbers:

Per-Share Data
Book Value (mrq) $2.17
Earnings (ttm) $1.48
Earnings (mrq) $0.35
Sales (ttm) $4.75
Cash (mrq) $1.93
Valuation Ratios
Price/Book (mrq) 1.84
Price/Earnings (ttm) 2.71
Price/Sales (ttm) 0.84

Here's what they do:

<<Catalyst Semiconductor Inc. designs, develops and markets a broad range of programmable IC products serving the micro-controller applications market. Such applications include communication, computing, industrial automation, consumer and automotive.>>

This is all from yahoo finance so it may not be fully accurate and up to date.

Let's see what Tuesday and the fed comittee action brings.Ed



To: jim_p who wrote (1769)3/16/2001 3:08:27 PM
From: ItsAllCyclical  Read Replies (1) | Respond to of 23153
 
OT - You were pretty heavily exposed to tech before today if I recall at 85%. Does this mean you're starting to use margin if you're buying today?

Just curious.