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

To: Spekulatius who wrote (24007)	5/26/2006 1:03:06 PM
From: Paul Senior	Respond to of 78715

MXIM: I find those margins attractive vis-a-vis the price I have to pay now to get them. Always with high margins, sustainability is an issue. Elimination of temporary favorable events, arrival of new entrants into the marketplace, new or better competitive products, changing technology, etc., these are all risks that could knock down high profit margins. For me, for MXIM, it's worth a bet now. I'm in; only for a very small position though.