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

To: Paul Senior who wrote (12196)	3/22/2001 1:03:12 AM
From: jeffbas	Respond to of 78609

Paul, I think you are quite premature on SEMI. Look at all the preannouncements by the manufacturers. I am afraid that the stock will see 50% of book like it did at the bottom in 1999, or about $5 now. Just my guess.

To: Paul Senior who wrote (12196)	3/22/2001 10:41:27 AM
From: sjemmeri	Read Replies (1) \| Respond to of 78609

Lots of cash at some beaten down biotechs: Message 15538233 I own one of these (INCY) from much higher. steve

To: Paul Senior who wrote (12196)	3/23/2001 10:18:26 AM
From: Jurgis Bekepuris	Respond to of 78609

Hi everyone, I have a question for the thread. Please reply here or send me a PM if you think this is off topic. I am trying to decide on long-term hold mutual funds for my 401(k). I can choose from a bunch of funds, but I am not familiar with them. Please let me know if you have experience with any of the listed below and which ones you think are good choices: Aim Blue Chip (ABCAX), Janus JANSX, Janus Twenty JAVLX, Kemper Dreman High Return KDHAX, Fidelity Value FDVLX, Sound Shore SSHFX, Berger Small Cap Value BSCVX, Neuberger Berman Genesis NBGEX, PIMCO Small Cap Value PVADX, American Century Value Investors TWVLX. I excluded a bunch of other funds that did not look interesting at all. Usual suspects: Third Avenue, Tweedy Browne, Oakmark are not available. :-((( Any opinions and feedback welcome. Thanks Jurgis