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Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: E.J. Neitz Jr who wrote (40719)	6/18/2002 9:41:17 AM
From: BWAC	Read Replies (2) \| Respond to of 53068

Joe and the market may not care right now about stock prices trading at book value, comprised of mostly cash in many of your 19 cases. But you can be assured that each and every larger competitor sees the cash, sees the valuation equivalent to just the fixed assets, and sees opportunity to grab market share far cheaper than it could be built from scratch. The missing ingredient is a real hint of a turnup, one inside the business, not a one that will be noticed by the public or the analysts. Then you are going to see some cheap buyouts and a few takeaways VLSI style. Oh I should also say Again. Just like in every cycle. Lets run the off the top of my head list. ASND crashed then was bought out. CSCD crashed and then ws bought out. BAY tanked and then was bought. FORE revenue dried up and then was bought. PAIR. VLSI. All were bought coming OUT of a downturn. With no warning or hint. Trading at cash plus a few $ one day, double the next.