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

To: Madharry who wrote (29232)	12/12/2007 8:07:03 PM
From: Jurgis Bekepuris	Respond to of 78817

"Undervalued tech companies" Well, I actually believe such beast exists and can be profitable: ARMHY definitely was when it fell into 2's and 3's way back. That was a great buy. QCOM before the whole big runup in late 90's. I remember looking at it and passing and then everybody made their millions. ;) ADBE was cheap once when Microsoft was supposed to kill them. Another mistake of mine. I think ORCL was also cheap once. ;) But those are examples of great companies at cheap prices. I also have some examples of crummy tech companies at cheap prices that made money: - Whatever that government software company was in 2000 which Jim Clarke I think sugggested, which was trading at book or something and a bunch of us made money on. - HRAY and KONG recently. - Some crummy semiequips a way back. - OVTI. We can call it crummy. :) But you are generally right - crummy cheap tech companies rarely make a lot of dough. You have to understand what they do to figure out if they have a chance. Most of the time they don't. :) And even ones that do, don't necessarily win. :)