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

To: Spatton who wrote (4384)	7/7/1998 8:13:00 PM
From: Paul Senior	Respond to of 78748

Spatton: congrats. Seems like more you tout KRSL on SI, more it goes up. 40% ROE with no proprietary products is unsustainable. Their customers will take them down a peg when they (customers) negot. and renegot deals - if they don't pull the work inhouse themselves. I think anybody in management predicting 30% annual growth 5 years out is not to be believed. I like to think I sometimes play an odds game. To me, risk/reward for value investor favors risk on this stock. If your notification that volume/price are doing well or positive is meant to imply the validation of the analysis-- that would be bogus and bush. If meant to imply that you're enjoying your new house and cars with the profits...fine. Outdoing every benchmark with your pick. Okay too. Same with anyone in Yahoo, AOL, XCIT, etc. Yeah, eat my heart out - yep it's valid to imply that too. But there's too much risk for too little value at the price for your stock and these stocks. JMO of course -- although I don't see anyone here on this, a value thread, supporting your KRSL arguments. Senior