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

To: Paul Senior who wrote (15622)	10/9/2002 9:54:09 PM
From: Spekulatius	Respond to of 78632

I don't see any issues with TFS balance sheet. TFS's problem is that they have to compete against the likes if Philips, Epson, Hitachi, Casio with their products. i do not see how they can be successful against these competitors, their 140M$ cash in the bank is just a drop in the bucket.

To: Paul Senior who wrote (15622)	10/10/2002 4:30:49 AM
From: Dale Baker	Read Replies (1) \| Respond to of 78632

Since we are listing good value plays, here are a few of mine trading at less than 10x 2002 PE: ET - 3.74 (.44 est.) FLYR - 10.45 (1.34) HTHR - 25.69 (2.92) MAXF - 5.74 (1.00 unofficial est.) NFI - 18.82 (3.96) SBC - 20.36 (2.26) WM - 28.58 (4.01)

To: Paul Senior who wrote (15622)	10/10/2002 11:05:56 AM
From: Mark Brophy	Read Replies (1) \| Respond to of 78632

It looks like bad timing. Applied Films is down 9% this morning. I think that in this market, you can afford to be picky and only buy companies that have a profitable history. There doesn’t seem to much interest here, so send any comments over to the AFCO thread. Why speculate when so many good companies are available cheap? You can triple your money in the next year in Safeway or Kroger, so that’s a better bet for people who don’t have the time to research tech stocks in complex businesses. I live in a city of 120,000 people, and Wal-Mart’s competitors are now reacting by starting the development process earlier. It took Wal-Mart 4 years to complete the process for their supermarket, so I think the others learned a lesson. Most people don’t see a lot of difference between supermarkets, so they buy food at the closest location. I think Wal-Mart’s market share gains will stop soon because competitors are now anticipating population growth as early as Wal-Mart.