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

To: E_K_S who wrote (20499)1/21/2005 1:45:29 AM
From: Spekulatius  Respond to of 78667
 
EKS Overstock, Brocade LSI,
I cannot comment on Overstocks and Brocade as I have not analysed those stocks. Brocade looks reasonably attractive based upon a look at yahoo's data. On LSI i have a strong and negative opinion:

Message 20663878

The company has destroyed at lot of value and will continue to do so in the future as programmable logic eats away their market. LSI might be off better going fabless but then they would have to write off their trailing edge chip plants and the stock would not look cheap any more with respect to price/book.



To: E_K_S who wrote (20499)3/31/2006 10:08:10 AM
From: E_K_S  Respond to of 78667
 
Sold 1/3 of my position in Nokia at $21 as it has had an excellent run from my initial purchase 1/21/05 at $12.50. The prospects continue to look good but it's time to pull some cash out for other future value plays.

Depending on what type of sell off we get in April and May, I may redeploy some of this cash back into INTC. My next buy level for INTC is $17.50 -$18.50.

EKS


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