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

To: Steve168 who wrote (19489)	7/29/2004 9:39:14 AM
From: Spekulatius	Respond to of 78476

Spek, you had a great assessment of UTSI in late March. I wish I had as well of an assessment for ELX too, I finally sold my position a few days ago. I agree on AMAT and hang on to my small underwater position and may add more. The negativity in the semi sector is overblown. What do you think of TSM? I think it's category defining stock and undervalued. The accounting and balance sheet looks very clean after a customary look. It's usually better to wait a little before buying a stock after bad news. i think that UTSI could hit 15$ before it recovers in this market.