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

To: Jurgis Bekepuris who wrote (31436)	7/11/2008 3:50:45 PM
From: Jurgis Bekepuris	Respond to of 78670

Added to SNDA today. CRDN is running up after their semi-equip company purchase. I am neutral on that, maybe even somewhat negative, since I consider semi-equip business to be very competitive and very cyclical. But CRDN is delivering on its promise to expand its businesses away from military. Vertical integration is somewhat weird direction to take, but let's see what results they deliver. IMHO it's still very cheap and a buy, but I have a pretty large position and won't add unless they drop sub $30. May still add to other stocks listed in previous post.