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

To: Paul Senior who wrote (18473)	1/17/2004 2:33:44 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78687

re ACAI (Atlantic Airlines) The stock seems very cheap on the surface. Good balance sheet. Stock seams to be trading at a large discount to some better known peers. Is this just due to the issues with the UAL contract? Travelling by air is an awful experience right now. Double lines for checkin, strip searches - it takes at least 1h if not more to get through on a flight. Fingerprints for foreign visitors to the US is an insult. In Europe you don't have to put down your fingerprint for anything except if you are an convict. This cannot be good for the industry. But that is a problem for the industry in general not for ACAI in particular.

To: Paul Senior who wrote (18473)	2/11/2004 2:37:59 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78687

I'll up my position in LENS. Once a promising company, it now seems more like a cigar butt. I will bet it's possible this camera manufacturer might garner some investor interest if the company eventually could be a beneficiary of Sandisk's announcement of its (SNDK's) new developments in digital image capture. OTOH, maybe LENS might be a victim of Sandisk, if Sandisk decides to do all its own camera manufacturing. LENS sells about 2x cash and has no ltd (per Yahoo). To me, it's worth buying and trying to hold on to see what develops (pun -g-). biz.yahoo.com