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

To: jeffbas who wrote (12227)3/29/2001 10:05:12 AM
From: Grommit  Respond to of 78625
 
Thanks for the info on GLW. I like it more and more as I own more and more.

I have no opinion on SCMR.



To: jeffbas who wrote (12227)3/30/2001 12:25:07 AM
From: Spekulatius  Read Replies (1) | Respond to of 78625
 
I am starting to watch SCMR. Not a classical value play but with a book value of about 6$ (most of it in cash) I am getting interested when it approaches 8$.
From what I hear, they have one of the best technologies in their space and a good management. However, i do believe, that they will have significant problems due to the telecom slowdown as well, so my guess is that we will have some nice opportunities to bottom-fish this one.


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