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

To: Q. who wrote (12189)	3/19/2001 7:09:40 PM
From: Mark Adams	Read Replies (1) \| Respond to of 78517

I've generally found Marty Whitman worth listening to. The Prudent Speculator is another that seems to do well. I own 100 shares of KEM, and traded VSH in Jan. Still reluctant to take on much in the way of semi/semi equip. Like the companies, not sure about the timing. Don't know AHAA; I'll have to take a look. Edit- No debt and 7 current ratio. Looks pretty strong. Do they overlap with SAWS- or are they complimentary plays on the sector? Today was a nice change of pace from last week.