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

To: Spekulatius who wrote (19244)	6/7/2004 1:45:42 AM
From: Spekulatius	Read Replies (4) \| Respond to of 78567

Portfolio update - bought FCS relatively cheap semi stock with a P/S of 1.4. FCS has truly been at the bottom of the barrel in the semi industry as long as I can remember. Current management is focusing the company in the analog/Power control market segment. This should improve margins and reduce capex (analog does not need state of the art production equipment) going forward. The stock has substantially lost ground during the last few month, so I am betting that FCS may be a good trading stock (just like AMAT, my other holding).