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

To: Steve168 who wrote (20255)	12/15/2004 9:38:36 PM
From: jeffbas	Respond to of 78564

Steve, I have enough technology stocks and no interest in adding more, particularly ones with a track record of losing money at this stage of the business cycle. OSTE looks fairly valued and I do not see much to drive a much higher price, although I did not examine it very closely. Contrary to Paul, I am trying to cut the number of stocks I own. However, every now and then I stumble across a very interesting new idea, and may take a position even if it is not especially suitable if I like it enough, e.g., NFLD at half the current price.