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

To: jeffbas who wrote (13876)	2/6/2002 12:03:22 AM
From: Bob Rudd	Read Replies (2) \| Respond to of 78740

<<LTBG is more of a value investment with $4+ per share of net liquid assets, and a relatively stable, real, sizable business making money for quite some time. I do not own it yet. I like $9 or less better than $10.>>I've owned this a couple of times [out now] and concur...including the part about waiting for hiccup to $9 to buy. Looked at the retrospectives on XICO...it sure isn't a buy based on history, but I have a lot of respect for your instincts...after waiting for the dip in COO that never came.. Could you elaborate a bit more on XICO.

To: jeffbas who wrote (13876)	2/9/2002 10:15:28 PM
From: Steve168	Respond to of 78740

Jeff, Thank you for your recommendation on XICO. I will keep it on my watch list. My first impression on it did not make me want to own it. I think the chance for XICO to go up or down is 50-50% for the next half year. I don't see any sign of big potential long term. I am watching AWRE to go down a little more to buy. Also have MTLK on watch list. They are both DSL companies, I think long term high speed Internet access have good potential, they may have a chance to benefit from that, also they are both close to "value stock" prices.