Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: Magnatizer who wrote (430)	3/4/1998 10:29:00 PM
From: HeyRainier	Read Replies (2) \| Respond to of 1720

[ Growth and Value ] "...I understand you like value plays, with APCO you get both value and growth in one nice neat package..." David, That's what I like to hear. For those who have followed me closely, they know that the combination of growth and value is what I have been on the lookout for. I found it with EQNX (back at $10) and ELTN (at $20 before the upward move to $34). The exhaustive research currently being performed on Perle Systems is due to the recognition once again of it being a True Growth and Value Play (Growth coming from the emerging Remote Access market, and Value coming from the less-than-book-value and the 0.30 Price-to-Sales ratio). As for SRSL, it indeed is an admirable company in an also emerging market. While I agree its prospects are strong due to it being in the right industry at the right time, I already have chosen my champion in the sector: QSound Labs. For reasons I've stated in the QSNDF thread, I have chosen to focus and invest in only this stock within the sector--any more would dilute my attention and would provide unnecessary (and ineffective) diversification for the sector. I admit though that the company's valuations do not fall under my traditional restrictions. My interest in this partly has to do with the acute interest my Mentor has taken in the issue. Well, it looks like we're on the same track, though we have chosen two different Champions for the same industry. I expect both of us will profit handsomely from our investments in either company. There will definitely be more opportunities to exploit in the market in the future, and I hope to be able to work with you some more at that time. Thanks again for joining us. Regards, Rainier