SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Mark Marcellus who wrote (16380)2/7/2003 3:05:11 PM
From: Bob Rudd  Read Replies (2) | Respond to of 78745
 
Mark: I concur with you completely and admit I didn't take a hard review of the numbers, but just jumped on the solid indication that they were moving away from the price war...something several brokerage reports have indicated was much desired on Wall Street. We wouldn't have this price if we had a stellar replacement for Greenburg...which I concur that we don't. Fortunately, it doesn't require brilliance to see what needs to be done. OTC, it requires simplicity and grind it out execution...something they're hearing from all sides. My purchase is a bet they're beginning to listen with the 'Stop the price war' menu shift being a 'tell' that that's happening.
Dollar weakness and eventual dissipation of the 'Mad cow' panic could provide a boost as overseas earnings are helped.
So far it looks like the market is telling me I'm wrong as it continues to make new lows. Oh well.