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

To: jeffbas who wrote (19651)	9/4/2004 7:25:13 PM
From: Spekulatius	Respond to of 78719

Jeffrey, no I consider ISIL a good value in the chip sector, relatively speaking. ALTR, MXIM and LLTC on the other hand are still richly valued.

To: jeffbas who wrote (19651)	9/5/2004 10:58:40 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78719

Still holding all my now downtrodden chip stocks - NSM, ATML, AMD, CY, GNSS, AUO, LSI. A very out-of-favor sector now - with good reason. I am hoping the business and investors' perspectives are cyclical with the downs eventually to be replaced by ups. Also as you know, related stocks are down as well. I'm looking for an entry price again for SEMI to build my position. Also this time around I may add to distributor AVT if I can get a little lower price.