Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve168 who wrote (20127)	11/25/2004 10:47:02 PM
From: Madharry	Respond to of 78530

info is some piece of work. The company has little going for it-losing contracts. no real estate-everything is leased. they spent $50MM publicizing a product I had never heard of , and i guess they got lucky and a foreign telecom wasted $66MM of their money buying 6million shares in the good ole days. I think it takes a miracle for this company to survive.

To: Steve168 who wrote (20127)	11/27/2004 1:00:54 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78530

regarding INFO: Steve168. Interesting question as to whether there might be more undervalued stocks than INFO that I am seeing. I'll say yes, there are, when one considers the risk factor with INFO. INFO's pretty undervalued selling below its cash (with no long-term debt). But with INFO's burning through cash, and prospects that don't appear to me to be so stellar, I'd have to say INFO's a high risk situation. As are many below-cash plays where one does not intimately know the business and/or management. Which is why I like to buy a package of below- cash stocks ----------------- What happened to you and your stock market model which led you to sell most everything and go short, if I remember your several posts here on the subject? Seems like you are in the buy mode now??