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


To: - with a K who wrote (18801)3/1/2004 1:57:11 PM
From: Dave  Respond to of 78625
 
Of course $131B is a big pie. The problem that I have in this sector is that the increased competition could cause the "excess" profitablity or even worse the "entire" profitablity to be wrung out of this sector.

Other than that, ACS has a compelling valuation.