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

To: sjemmeri who wrote (14853)	7/17/2002 12:18:57 PM
From: Paul Senior	Respond to of 78625

I agree about AAPL. Somewhere around here, 14+, maybe 15+, the thing's a buy for me as well. Cheap but risky, Morningstar says today. Apt description, imo.

To: sjemmeri who wrote (14853)	7/19/2002 2:44:25 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78625

<<Someday they might do something useful with that large stash of cash.>>Someday they might do something WASTEful with that large stash of cash...always a risk unless there's strong evidence of rational capital allocation [like Buffett].

To: sjemmeri who wrote (14853)	7/25/2002 8:19:45 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78625

Steven J Emmerich: re: AAPL. Okay, I've followed you in today with a very small starting position. I plan to add more if/when stock drops. As you know, it's trading about 2 points away from cash/sh. Mr. Jobs has a good record for coming up with innovative products. (imo, but I'm no expert) And in developing companies too. (In addition to Apple, didn't he start Pixel, which became very successful for him and stockholders?) I am hoping new products from Apple will eventually rekindle investor enthusiasm for the stock. This has happened before with Apple products, and I hope will happen again. Paul Senior