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

To: Paul Senior who wrote (14764)	7/9/2002 9:10:46 AM
From: Jurgis Bekepuris	Respond to of 79006

Paul, >Maybe again or more: SUNW, SNDK, GNSS, SEBL, QCOM ? Out of these, I think only SUNW fits my criteria for investing and I am not sure if Sun will not be killed by WinTel + Linux trend. So I would be extra careful with SUNW. I would not touch the others. I think INTC, ORCL and CSCO are more likely candidates. I commented recently on INTC on G&K board. ORCL and CSCO are also still above my buy points. Talking about Kings, AOL - which would be unconventional investment for me - is still very interesting. Lots of work to figure out the assets and liabilities though. Jurgis - who follows some of the G&Ks and owns some INTC & EMC

To: Paul Senior who wrote (14764)	7/9/2002 5:34:24 PM
From: Allen Furlan	Read Replies (2) \| Respond to of 79006

Paul, gorilla stock that I am looking at now is ctxs. The cash position makes it close to a value play. By the way I decided to play tyc a couple of weeks ago with a Jan 03 put sell at 5 strike, at 1. Tyc certainly worth $4 if assigned.