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

To: Paul Senior who wrote (22200)	10/7/2005 2:06:25 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 78747

UTSI <I keep holdin' and hopin'; I shoulda been studyin' and scrammin'.> Me too, Paul...you said it well...my biggest percent currently held loser..AUO is 2nd. Both were formerly hot tech plays that looked cheap on PEG & similar measures. The flaw with both, for me, is not being close enough or knowledgable enough of their respective markets. Things can go from hot to hold to cold damn fast in tech markets. As a value guy, cheaper should be better, but sometimes cheaper just means wrong. I'm considering the use of stops where I don't have really good end market knowledge/intel.