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

To: Paul Senior who wrote (18649)2/13/2004 12:14:27 AM
From: Spekulatius  Respond to of 78687
 
re LENS: It looks to me as if this company might just disappear together with the market for one-time use camera's. I don't see what they bring on the table to survive in digital camera's. I see companies like Canon and Nikon dominating to high end and Dell and maybe Gateway the low end of the market. Where the place for a company like LENS will be in this market I do not know. Maybe the brand name Polaroid is worth something, but I am very sceptical.

Just an opinion from somebody who tends to be sceptical and has been wrong many many times.



To: Paul Senior who wrote (18649)2/13/2004 8:54:49 PM
From: James Clarke  Read Replies (2) | Respond to of 78687
 
I looked at LENS recently, not for the first time but for the first time in a couple years. Looked like a reasonably interesting speculation until I got to the proxy. You familiar with management? I haven't seen many like this.

I met the guy 3 years ago, and I'm not surprised.

Even if you're not interested in the stock, the proxy is an interesting read. Maybe this stock works for you, but if it does don't thank the board of directors.


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