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

To: Spekulatius who wrote (20491)	1/20/2005 3:28:01 PM
From: LKO	Read Replies (1) \| Respond to of 78659

Bad news from EBAY QCOM and the like. It looks like folks willing to go into tech are getting a chance to average in. I mentioned already my two semi plays OIIM and ISIL, I intend to average down in them if stocks are cooperating <g> and i don't find more attractive investments. A (Agilent) is another one i am looking at. Also not that cheap yet, but with a nice balance sheet and free cash flow, at around 20$ i would take a fist chunk. Spek, do you really consider OIIM, ISIL EBAY, QCOM as "Value Investing" stocks ? They may have good cash hoards but seem to have high valuations. In some cases like ISIL a changing business (no more fat profits from 802.11b). They may still appreciate from current price, maybe even innovate better than others and score home runs in future too. But they do not seem like what one would commonly understand as a "value stock" to me.