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

To: gcrispin who wrote (188)	9/16/2006 7:50:12 PM
From: jsabelko	Respond to of 4080

gcrispin, Agreed. Question for me is that regardless of the conflicts if this year various agencies overspent in support of the war efforts and were forced to delay otherwise intended purchases from ezen then these agencies could still spend for planned purchases at beginning of next year's budget and there may be pent up demand. Regardless, it's all speculation at this point. Thanks. I do like imos and have reviewed their latest presentations. If I'm looking at their financials correctly there are a couple items that make them not quite as ridiculously undervalued as they appear at first glance: 1/3 minority interest, extraordinary gain last quarter 9 million. Still even considering this they do appear undervalued and I thank you for bringing it to my attention. joby