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

To: Paul Senior who wrote (20113)	11/23/2004 6:38:51 PM
From: Madharry	Read Replies (1) \| Respond to of 79000

i guess you are right Paul- I couldnt buy siri when it was a buck and change- seemed overpriced. certainly cant buy it now- aapl- i took a quick look at it and it certainly doesnt seem worth more than $30 to me. in this market it seems easier to find the overpiced stocks than the underpriced ones. i love the way stocks jump after investment houses initiate buys with big price targets, base on anticipated long term growth. google is up some 10 in the after market now. goldman is probably marketing a slew of services to google execs. i dont remember goldman saying what a bargain the stock was at 80-must have been asleep during that . perhaps steve168 had it right- just short the qqq and forget bout it. i assume google gets added to it soon. thanks for the cryp info. i am loaded with it so would only consider buying more should it dip below 20. btw nrgn closed over 8 again so had you bought at 6.50 you would have picked up a little change in a short time.

To: Paul Senior who wrote (20113)	1/11/2005 10:35:42 PM
From: Paul Senior	Respond to of 79000

OT: Have sold off most of my SIRI. I just wonder how much business SIRI/XMSR will siphon from traditional radio broadcast stations. I'm guessing quite a bit, especially as people might get these satellite services at a cheap price through illegal software/hardware. (Just as many(?) seem to do now with pirate satellite TV unscramblers?). IMO it's not likely that standard radio broadcasters will go out of business - although the valuations for their stations might decline even further from near lows of today. I'll bet these broadcasters might be able to find innovative, local programming to maintain their advertising revenue, and that the sale in these stocks might be overdone - somewhat. I'll start by playing a little catch the falling knife with a few shares of ETM. (I am not saying it's a value stock.) finance.yahoo.com