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

To: Paul Senior who wrote (18101)	12/1/2003 3:30:47 PM
From: Little Engine	Respond to of 78486

TVIN - BB stock, but profitable and promising. Low P/E, sales up over 200% for first nine months this year. High profit margin. Third quarter results: biz.yahoo.com Company is heavy in homeland defense areas, including being a supplier of rapid deployment shelters and chemical/biological decontamination systems for the military, public health, and first response agencies. Seems timely. Any thoughts welcome. The fundamentals look great.

To: Paul Senior who wrote (18101)	12/1/2003 11:33:49 PM
From: jeffbas	Read Replies (1) \| Respond to of 78486

Paul, since I think you own SEMI, I still think this is worth accumulating and will see a price of $10-15 in 2004. This is a cyclical play on the strong and getting stronger semiconductor industry recovery, not a great long term investment. Anyone interested should read the latest quarterly release, Yahoo posts 11933, 11942, 11943, and note that industry leaders ARW and AVT are at new highs, and peer NUHC just broke out of a long trading range today. Company has a buyback program in place and in Q3 bought a bit less than 1% of the stock back at an average $3.80. Selling below tangible book value of $5. SEMI is exceptionally illiquid, for now.