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

To: Paul Senior who wrote (17639)	8/27/2003 8:40:28 PM
From: Madharry	Read Replies (1) \| Respond to of 78481

I purchased KTC- not exactly a value stock but it looks pretty cheap to me given its returns and present valuation. be intrested in contra opinions. This is Korea Telecom which has been or is being privatized. I also own a few shares in an orphan cousin Hanaro Telecom- which may or may not survive. Between them they dominate the korean broadband space.

To: Paul Senior who wrote (17639)	8/28/2003 4:15:11 PM
From: Bob Rudd	Respond to of 78481

Paul: It's better to be lucky than good. My thesis on videoconferencers WEBX & PLCM was that SARS would catalyze a big move to VC...WEBX got the most immediate kick because of they primarily have a service model. PLCM was helped some, but the most recent qtr didn't confirm the sort of major inflection point I was looking for. What's surprising is the jump both got despite a forward outlook that's not as positive as I expected. The same could be said for a whole lot of stuff that's shot the moon since May. I looked at many companies that have since doubled from their low's and just couldn't see the value in what retrospectively would have been great buys. But the gains appear more to be a reflection of price speculation than a transformation of business prospects. Like you, I'm selling into pops when the valuations look stretched and/or insiders are bailing.

To: Paul Senior who wrote (17639)	8/29/2003 6:03:29 PM
From: Lazarus	Respond to of 78481

looking for a balance between holding on and letting go im still learning that one. had one stock that went up over 600 times what i paid for it AND I DIDNT SELL --- now the company is bankrupt. wont bore you with the story other than to say that i did make plenty of money on the stock on the way up....just could have made a few hundred k more had i sold. NEVER AGAIN! Lazarus

To: Paul Senior who wrote (17639)	9/1/2003 11:33:25 PM
From: Steve168	Read Replies (2) \| Respond to of 78481

<<looking for a balance between holding on and letting go.>> Paul, I am also thinking about what to do at this stage of the market. A lot of stocks we discussed here couple months ago already had significant gain, some doubled or tripled. I got the feeling of "rising tide lifting all boats" now. I had same feeling in early 2000 but failed to take profits and hold onto cash then, just to watch my big "unrealized gain" vanished. I DON'T want that happen to me again. I took some profit already, and started some short positions (too early), but the economy appears to be turning the corner and market could still have more upside to go technically, it is a tough decision to get the chips off the table now. But I think I will do it, I would rather miss another 10-20% gain than having my existing "unrealized gain" disappear. I welcome any insightful comment from everyone, please specify how long you have been in the market and best to refer some history you experienced to compare. Thanks,