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To: - with a K who wrote (37328)	3/30/2004 5:51:07 PM
From: cmgibubba	Respond to of 118717

Just a Bubba note: I am up 50% now on AUO and it is looking better. TIWI, back in the other day and up on it 20%, I think it could be a 50%er from here by the end of the year. I like TKO and also think it will be at least a 50% or better before years end because th BB over PL is just really heating up with the government now pushing it. JMHO Bubba

To: - with a K who wrote (37328)	4/2/2004 8:24:20 PM
From: Paul Senior	Read Replies (1) \| Respond to of 118717

OT: I've re-entered AUO today on the possibility that the media buzz, the stock's momentum (as I understand it), and its maybe possible forward p/e of 10, might attract further speculative interest (and raise the stock price higher). For the company to have a p/e of 10, based on current price, that'd be about $2.10 per share in earnings, or about 30% on current book. That is asking a lot from assets. Plus, AUO shares its market with the likes of Samsung; imo a ferocious competitor who is quite willing to cut prices and margins and anything else to gain market share. OTOH, I'd guess at this point the business is so big that new entrants can't compete with the few dominant players. For such a company as AUO in such a growing market (it sure seems clear to me that flat panels are the way to go), a p/e of 10 - if the analysts are right (ha) - is low enough to make a bet on the stock (imo). Back otoh, it's not clear though what technology might prevail or if new entrants can succeed by introducing an even newer technology. About a decade ago I bought SUNW when its p/e was 10, and for a while (a few years) that worked out okay. Some of my decision to hold a few shares of AUO now is based on my hope that I might see some similar good performance with AUO. (And if so, maybe this time I will be alert enough to see where the exits are before the game is over.)

To: - with a K who wrote (37328)	4/15/2004 7:52:35 AM
From: straight life	Read Replies (1) \| Respond to of 118717

As per two of your posts on AUO; in Message 19852609 posted on Feb. 26, I notice you have Graham Fair Value at $49.42, while in the post I'm responding to, written a month later, you have the Graham figure pegged at $67.48. I'm not familiar with that term; where did you get it? How do you derive it? Did some information come out in the interim that caused that dramatic re-evaluation? I notice your "next year's expected earnings" also jumped from $1.56 to $2.13... would that account for it? Who makes these expected earnings estimates? Thank you in advance for whatever information you can provide. And congratulations on a stellar pick!