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


To: jeffbas who wrote (19117)4/19/2004 12:41:09 PM
From: John Carragher  Respond to of 78742
 
it may be like once you buy a brand and you are happy with it ,, you may want to go back with that brand if it fits your needs.
Nokia has had a problem with some of their phones blowing up. The battery get over heated. Nokia says it is the battery mfg. ?
I just think phones are a commodity and prices will come down. and Korea companies have said they plan to take market share away from Nokia.
But then i do not own any nok.. but do hold qcom.



To: jeffbas who wrote (19117)4/22/2004 2:38:19 PM
From: sjemmeri  Read Replies (2) | Respond to of 78742
 
Please note that the 'double' portfolio has its 3rd double on the year with SEMI (WBR was a double before pullback and ELN is a triple). Thanks for the pick - I sold half my shares today.

The portfolio is up ~15 % ytd: siliconinvestor.com

steve