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

To: Spekulatius who wrote (45724)11/30/2011 2:54:34 PM
From: J Mako  Read Replies (2) | Respond to of 78570
 
I've trimmed my full position to a 1/2 position.

But it's more a risk mgmt measure. i.e. If I didn't have any GLW today, I would've bought a 1/2 position at the current price.

I still think GLW is substantially undervalued. But it looks like there is a real risk the market structure can change permanently. I've overestimated the barrier of entry.

Thanks to Sergio for the leads.



To: Spekulatius who wrote (45724)12/4/2011 12:27:21 AM
From: Spekulatius  Read Replies (1) | Respond to of 78570
 
Re GLW - another thing I failed to mention, does anyone have thought on the 25% revenue slide for the Gorilla glass? I thought that product was at the beginning of it's life cycle and if so, it should not shrink 25% qoq. I know that both Schott and Nippon Electroglass have a competing product, so maybe GLW is loosing market share? I don't know but it seems that GLW has issues on multiple product lines.


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